Integrate Facebook Ad Leads to Google Sheets with Pabbly Connect

Learn how to integrate Facebook Ad leads into Google Sheets and notify agents via Gmail using Pabbly Connect. Step-by-step tutorial for seamless automation. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Facebook Lead Ads

To start integrating Facebook Ad leads into Google Sheets, you will first need to access Pabbly Connect. Visit Pabbly.com/connect and sign in or create a free account. Pabbly Connect offers a limited number of tasks per month, allowing you to automate your workflows seamlessly.

After signing in, navigate to the dashboard. Click on ‘Create Workflow’ and name it appropriately, such as ‘Facebook to Google Sheets to Gmail Integration’. This will help you keep track of your automation processes effectively.

2. Connecting Facebook Lead Ads to Pabbly Connect

In this section, you will set up the trigger for your workflow. Select Facebook as the application and choose ‘Facebook Lead Ads’ as the trigger event. The specific trigger event to select is ‘New Lead’, which activates whenever a new lead is generated from your Facebook ads. using Pabbly Connect

• Select ‘Add New Connection’ to link your Facebook account.
• Authorize Pabbly Connect to access your Facebook account.
• Choose the specific Facebook page and form you want to connect.

Once connected, you can test the integration by submitting a lead through your Facebook form. After submission, return to Pabbly Connect and click on ‘Save and Send Test Request’ to ensure the data is received correctly.

3. Adding Leads to Google Sheets via Pabbly Connect

Now that you have successfully connected Facebook Lead Ads, the next step is to add these leads to Google Sheets. Select Google Sheets as the next application in your workflow and choose the action event as ‘Add New Row’. This action will automatically add new leads to your specified Google Sheets document. using Pabbly Connect

To establish this connection, you will need to:

• Connect your Google account within Pabbly Connect.
• Select the Google Sheet you created for storing leads.
• Map the fields from the Facebook lead data to the corresponding columns in Google Sheets.

After mapping, click ‘Save and Send Test Request’ to verify that the lead data appears correctly in your Google Sheet. This ensures that your integration is functioning as intended.

4. Notifying Agents via Gmail with Pabbly Connect

With the leads now added to Google Sheets, the next step is to notify your agents through Gmail. This is where Pabbly Connect truly shines by allowing you to send automated emails to multiple recipients based on the leads captured.

To set this up, select Gmail as the next application in your workflow and choose the action event as ‘Send Email’. You will need to connect your Gmail account and configure the email settings:

Enter the recipient email address of the agent. Set the email subject, such as ‘New Lead Notification’. Compose the email body, including details about the new lead.

Once you have configured the email settings, click ‘Save and Send Test Request’ to ensure that the email is sent successfully to the agent. Repeat this process for each agent in your round-robin assignment setup.

5. Implementing Round Robin Auto Assignment with Pabbly Connect

To efficiently manage lead distribution among multiple agents, you can implement a round-robin assignment system using Pabbly Connect. This involves using a counter to alternate between agents for each new lead.

First, add a Number Formatter action to your workflow and select the ‘Counter’ option. Set the initial value to 1 and specify the final value based on the number of agents you have. For example, if you have three agents, set the final value to 3.

Next, implement a router to direct the leads to the appropriate agent based on the counter value. For each agent, configure the router to check the final value and send the lead information accordingly. This ensures that leads are evenly distributed among agents, enhancing efficiency and response times.

Conclusion

In this tutorial, we explored how to integrate Facebook Ad leads into Google Sheets and notify agents via Gmail using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring timely follow-ups and efficient distribution among your team.