Manage Course Enquiries in Notion Automatically

Learn how to manage course enquiries in Notion automatically using Pabbly Connect to integrate Facebook leads and streamline your coaching business. 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 Automation

To manage course enquiries in Notion automatically, the first step is to access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. This platform is essential for integrating your Facebook lead ads with Notion to streamline your coaching inquiries.

Once on the Pabbly Connect homepage, you will see options to sign in or sign up for a free account. New users can create an account and enjoy 100 free tasks monthly. Existing users should simply sign in to begin the automation process.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard. Here, click on the ‘Create Workflow’ button to start building your automation. You will be prompted to choose between the new beta version or the classic version; select the beta version for a modern experience.

• Click on the ‘Select’ button for the beta version.
• Name your workflow, e.g., ‘Manage Course Enquiries in Notion Automatically’.
• Choose a folder for your workflow, like ‘Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

This workflow will be the backbone of your automation, connecting Facebook leads to Notion seamlessly through Pabbly Connect.

3. Setting Up the Trigger with Facebook Lead Ads

Next, you need to set up the trigger for your workflow in Pabbly Connect. Since you are using Facebook lead ads to gather inquiries, select Facebook Lead Ads as your trigger application. For the event, choose ‘New Lead Instant’ to capture leads as they come in.

Click on the ‘Connect’ button to establish a new connection. You will need to log in to your Facebook account and select the appropriate page, which in this case is ‘Spark Success Coaching’. Choose the lead generation form that you created for course inquiries.

4. Adding Action Step to Create Database Item in Notion

After setting up the trigger, it’s time to add an action step in your workflow. Select Notion as the action application and choose the event ‘Create Database Item’. This will allow you to automatically add the new inquiry to your Notion database.

Again, click on the ‘Connect’ button to link your Notion account with Pabbly Connect. Grant the necessary permissions and select the database where you want to store the inquiries, such as ‘Course and Query’. Map the fields from the Facebook lead to the corresponding fields in Notion, ensuring that the data flows correctly.

• Map the phone number, email address, course name, and lead name from Facebook to Notion.
• Click on the ‘Save and Send Test Request’ button to verify the integration.

Once you receive a successful response, check your Notion database to confirm that the new inquiry has been added. This step demonstrates how Pabbly Connect effectively bridges your Facebook leads and Notion database.

5. Testing the Integration

Finally, to ensure that your automation is functioning correctly, you need to test the integration. Use the lead ads testing tool by Meta to generate a test lead. This will simulate a real inquiry and allow you to see if the data flows into Notion as expected.

After creating a test lead, return to Pabbly Connect and observe the workflow. If everything is set up correctly, you should see the new inquiry reflected in your Notion database almost instantly. This confirms that your automation is working flawlessly, ensuring that no leads are missed.

Conclusion

In conclusion, managing course enquiries in Notion automatically is made easy with Pabbly Connect. By integrating Facebook lead ads with Notion, you can streamline your coaching business and ensure that every inquiry is captured efficiently. This step-by-step tutorial has outlined the essential processes to set up this automation, enabling you to enhance your lead management.