Learn how to automate the process of adding Facebook leads to Google Sheets for your transport and shipping business using Pabbly Connect. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To integrate Facebook leads into Google Sheets, you first need to access Pabbly Connect. Start by visiting the Pabbly website and signing in to your account. If you’re a new user, sign up for free to get started with 100 free tasks every month.
Once logged in, you will see the dashboard with various applications. Click on the ‘Access Now’ button for Pabbly Connect to begin creating your workflow. This is the central platform that will facilitate the automation between Facebook and Google Sheets.
2. Creating a Workflow in Pabbly Connect
In Pabbly Connect, you need to create a new workflow to automate the process. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow.
- Name your workflow (e.g., ‘Speed Wheels Express Facebook Leads to Google Sheets’).
- Select a folder for organization (e.g., ‘Facebook Leads to Google Sheets’).
- Click on the ‘Create’ button to finalize the workflow setup.
After creating the workflow, you will see two sections: Trigger and Action. The Trigger is the event that starts the automation, while the Action is what happens as a result. This is where Pabbly Connect shines in linking Facebook leads to Google Sheets.
3. Setting Up the Trigger with Facebook Lead Ads
To set up the trigger, click on the Trigger section and select ‘Facebook Lead Ads’ as your trigger application. Next, choose the trigger event as ‘New Lead’. This means every time a new lead is generated, Pabbly Connect will capture the details automatically.
Click on ‘Connect’ to establish a connection with Facebook Lead Ads. You will be prompted to authorize Pabbly Connect to access your Facebook account. Once authorized, select the Facebook page you are using for your ads (e.g., ‘Speed Wheels Express’) and the lead generation form (e.g., ‘Transport and Shipping’).
4. Setting Up the Action to Add Leads to Google Sheets
After setting up the trigger, click on the Action section and select ‘Google Sheets’ as your action application. Choose the action event as ‘Add New Row’. This action will ensure that every new lead captured by Pabbly Connect is added to your Google Sheets.
Connect to Google Sheets by clicking on ‘Connect’ and authorizing Pabbly Connect to access your Google account. Select the spreadsheet where you want to store the leads (e.g., ‘Speed Wheels Express Customer Details’) and the specific sheet (e.g., ‘Sheet1’).
- Map the fields from Facebook lead ads to Google Sheets (Email, Full Name, Phone Number).
- Ensure the data is dynamic, so it updates with each new lead.
After mapping the data, click on ‘Save and Send Test Request’ to ensure everything is working correctly. This is how Pabbly Connect automates the transfer of leads into Google Sheets.
5. Testing the Integration with Sample Leads
To test the integration, use the Facebook lead ads testing tool. Submit a test lead with dummy details such as an email, full name, and phone number. This will help you verify if Pabbly Connect is capturing the lead details correctly.
After submitting the test lead, return to your Google Sheets to check if the new row has been added. You should see the test lead’s details populated in your spreadsheet. Repeat this process with different test leads to ensure the automation is functioning properly.
By following these steps, you have successfully integrated Facebook leads into Google Sheets using Pabbly Connect. This automation streamlines your workflow and ensures you never miss a lead.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding Facebook leads to Google Sheets for your shipping business. This integration ensures seamless data flow and efficient lead management.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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