Learn how to get Slack notifications for new Facebook leads and add details to Google Sheets using Pabbly Connect in this detailed tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To get started with integrating Slack notifications for new Facebook leads, you first need to access Pabbly Connect. Begin by visiting the Pabbly website and signing into your account. If you are a new user, you can sign up for a free account, which provides 100 tasks monthly.
Once signed in, navigate to the Pabbly Connect dashboard. Here, you will see all your workflows. Click on the option to create a new workflow where you will set up the integration between Facebook and Slack.
2. Setting Up the Trigger Event with Facebook
In this step, you will set up the trigger event in Pabbly Connect. Select Facebook as your trigger application. You need to choose the event that triggers the workflow, which is ‘New Lead’. This will ensure that every time a new lead is captured, the workflow initiates.
- Select the Facebook page you want to connect.
- Choose the form associated with new leads.
- Test the connection to ensure data is flowing correctly.
After setting these parameters, click on ‘Save’ and ‘Send Test Request’. This action will help you verify if the integration is working correctly before moving to the next step.
3. Connecting Slack Channel for Notifications
Next, you will connect your Slack account to Pabbly Connect. Choose Slack as the action application and select the event to send a message to a channel. You will need to authorize Pabbly Connect to access your Slack account by entering your token type.
- Select the channel where you want to receive notifications.
- Draft the message format that will be sent to your Slack channel.
- Map the fields from the Facebook lead response to the message.
Once all details are entered, click ‘Save’ and ‘Send Test Request’. This will send a test message to your selected Slack channel, confirming the integration is successful.
4. Adding Details to Google Sheets
After successfully setting up Slack notifications, the next step is logging the lead details into Google Sheets using Pabbly Connect. You will add another action step and select Google Sheets as the application.
Choose the action event as ‘Add New Row’. Select the spreadsheet where you want to store the lead information. Map the lead details such as name, phone number, and email to the corresponding columns.
Click ‘Save’ and ‘Send Test Request’ to ensure that the lead details are correctly added to your Google Sheets.
5. Verifying the Automation Works
To confirm that the automation between Facebook, Slack, and Google Sheets using Pabbly Connect is functioning correctly, you need to perform a test submission. Submit a form through your Facebook lead form.
Check your Slack channel to see if the notification appears and verify that the lead details are accurately recorded in your Google Sheets. This step ensures that the entire workflow is seamless and operational.
Conclusion
In this tutorial, we explored how to use Pabbly Connect to integrate Slack notifications for new Facebook leads and log those details into Google Sheets. By following these steps, you can automate your workflow efficiently and keep track of your leads effortlessly.
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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