How to Send Facebook Leads to Microsoft Excel, Gmail, WhatsApp & SMS Using Pabbly Connect

Learn how to automate sending Facebook leads to Microsoft Excel, Gmail, WhatsApp, and SMS using Pabbly Connect. Step-by-step guide included! Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To begin automating the process of sending Facebook leads to Microsoft Excel, Gmail, WhatsApp, and SMS, you will first need to access Pabbly Connect. Navigate to Pabbly.com/connect and create a free account if you don’t have one yet.

After signing in, you will reach the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send Facebook Leads on Excel, WhatsApp, Gmail, and SMS’. This will help you identify the automation later.

2. Setting Up Facebook Lead Integration with Pabbly Connect

Now that you have your workflow set up, the next step is to integrate Facebook Leads with Pabbly Connect. Select Facebook Lead Ads as your trigger application. Choose the trigger event ‘New Lead Instant’ to capture new leads as they come in.

• Click on ‘Add New Connection’.
• Authorize your Facebook account when prompted.
• Select the Facebook page and lead generation form you have set up.

Once the connection is established, you can test the integration by generating a dummy lead using the Facebook Lead Ads testing tool. This will allow you to see if the data is being captured correctly in Pabbly Connect.

3. Sending Leads to Microsoft Excel Using Pabbly Connect

After successfully capturing leads from Facebook, the next step is to send these leads to Microsoft Excel using Pabbly Connect. Select Microsoft Excel as your action application. Choose the action event ‘Add Row to Worksheet’.

• Connect your Microsoft Excel account by clicking on ‘Add New Connection’.
• Select the workbook and worksheet where you want the data to be added.
• Map the fields from the Facebook lead data to the corresponding columns in your Excel sheet.

After mapping the fields, save and send a test request to ensure that the data is correctly added to your Excel sheet. You should see the lead details appear in your specified worksheet.

4. Notifying on WhatsApp and Gmail Using Pabbly Connect

Next, you will set up notifications for new leads on WhatsApp and Gmail. For WhatsApp, select the WhatsApp Cloud API as your action application. Choose the action event ‘Send Template Message’. using Pabbly Connect

Connect your WhatsApp Cloud API account. Select the message template you want to use for notifications. Fill in the required fields with lead information.

For Gmail notifications, select Gmail as your action application and choose ‘Send Email’ as the action event. Connect your Gmail account, and compose the email using the lead details mapped from the previous steps.

5. Sending SMS Notifications Using Pabbly Connect

The final step is to set up SMS notifications using an SMS service like Twilio. Select Twilio as your action application and choose the action event ‘Send SMS’. Connect your Twilio account and fill in the SMS body with lead details.

Map the lead details into the SMS body. Specify the recipient’s mobile number. Click ‘Save and Send Test Request’ to check if the SMS is sent successfully.

Once you have confirmed that the SMS notifications are working, your automation setup is complete! You can now receive leads in Microsoft Excel, notifications on WhatsApp, and alerts in Gmail and via SMS automatically through Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of sending Facebook leads to Microsoft Excel, Gmail, WhatsApp, and SMS. By following these steps, you can streamline your lead management and ensure timely notifications for each new lead.