How to Save All Your Leads to Google Sheets in Real Time

Learn how to use Pabbly Connect to save all your leads to Google Sheets in real-time with this step-by-step tutorial. Streamline your lead management process today!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Automation

To save all your leads to Google Sheets in real time, you first need to access Pabbly Connect. Begin by navigating to the Pabbly Connect homepage by entering Pabbly.com/connect in your browser.

If you’re new to Pabbly Connect, click on the ‘Sign Up Free’ option to create an account and receive 100 free tasks monthly. Existing users can simply sign in. Once logged in, click on ‘Access Now’ to enter the Pabbly Connect dashboard.

2. Creating a New Workflow in Pabbly Connect

To set up your lead management automation, you need to create a new workflow in Pabbly Connect. Click on the ‘Create Workflow’ button, which will prompt you to select a workflow builder. Choose the ‘Beta’ version for a more modern experience.

• Click ‘Create’ after naming your workflow as ‘How to Save All Your Leads to Google Sheets in Real Time’.
• Select the folder as ‘Automations’ from the dropdown.

After creating the workflow, you’ll see a window where you can set up triggers and actions. Remember, triggers initiate the workflow while actions are the responses to those triggers.

3. Setting Up the Trigger with LinkedIn Ads

To begin the automation process in Pabbly Connect, select LinkedIn as your trigger application. For the app event, choose ‘Lead Notifications’. This will allow Pabbly Connect to recognize when a new lead comes in through your LinkedIn ads.

Click on ‘Connect’ to establish a new connection with LinkedIn. You will need to log into your LinkedIn account if you haven’t already. Once connected, select your sponsored account from the drop-down menu and click on ‘Save and Send Test Request’ to ensure everything is working correctly.

4. Adding Google Sheets as an Action Step

After successfully setting up the trigger, it’s time to add an action step in Pabbly Connect. Select Google Sheets as your action application and choose the event ‘Add a New Row’. This action will automatically add lead details to your Google Sheets whenever a new lead is captured.

• Connect your Google account by clicking ‘Sign in with Google’.
• Select the spreadsheet named ‘Leads’ and the sheet named ‘Sheet1’.

Next, you’ll map the fields from your LinkedIn lead to the corresponding columns in Google Sheets, ensuring that every new lead is logged correctly. After mapping, click ‘Save and Send Test Request’ to finalize the setup.

5. Testing Your Automation in Real Time

With your automation set up in Pabbly Connect, it’s crucial to test the entire process. Generate a test lead using your LinkedIn lead ad. Fill in the required fields and submit the form. Once submitted, Pabbly Connect will receive the lead details in real time.

Check your Google Sheets to confirm that the new lead appears as a new row with the correct details. This validation ensures that your integration works seamlessly, allowing you to manage leads effectively.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to save all your leads to Google Sheets in real time. By following the specific steps outlined, you can automate your lead management process efficiently. Start using Pabbly Connect today to streamline your workflows and enhance your business productivity!