Learn how to automate saving Facebook leads to Google Sheets and Google Contacts using Pabbly Connect with this step-by-step tutorial. 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 start integrating Facebook leads with Google Sheets and Google Contacts, you need to access Pabbly Connect. Open your browser and go to Pabbly.com/connect. Here, you will find options to sign in or sign up for free, which allows you to explore the platform with 100 free tasks each month.
Once logged in, click on the ‘Access Now’ button to enter the Pabbly Connect dashboard. From here, you can create a new workflow that automates the process of saving Facebook leads to Google Sheets and Google Contacts. This is a crucial step where Pabbly Connect acts as the central hub for your automation needs.
2. Creating a New Workflow in Pabbly Connect
To create your automation workflow in Pabbly Connect, select the beta version of the workflow builder for a modern interface. Click on the ‘Select’ button, and a dialog box will prompt you to name your workflow. Name it ‘Save Facebook Leads to Google Sheets and Google Contacts at Once’ and choose the appropriate folder for organization.
- Select the folder named ‘Facebook Lead Ads’.
- Click the ‘Create’ button to finalize your workflow setup.
After creating the workflow, understand the two main principles of automation: triggers and actions. Here, the trigger will be a new lead from Facebook, and the actions will be adding that lead to Google Sheets and Google Contacts. This is where Pabbly Connect really shines by facilitating seamless integration across these applications.
3. Setting Up the Trigger for Facebook Leads
The next step is to set up the trigger in Pabbly Connect. Select Facebook Lead Ads as your trigger application and choose the event ‘New Lead Instant’. Click on the ‘Connect’ button to establish a connection with your Facebook account.
After connecting, you will need to select your Facebook page and lead form. For instance, if your page is ‘Digital Dynamics’, select it from the dropdown. Also, ensure you choose the appropriate lead form from your Meta Business Suite. This configuration allows Pabbly Connect to accurately capture new leads as they come in.
- Set the response format to ‘Simple’ for organized data.
- Click on ‘Save and Send Request’ to initiate the process.
At this point, you will need to generate a test lead using the leads testing tool by Meta. Follow the prompts to create a test lead, confirming that Pabbly Connect is receiving the data correctly.
4. Adding Action to Google Sheets
Now that the trigger is set up, it’s time to add the action step to save the lead details into Google Sheets. In Pabbly Connect, select Google Sheets as your action application and choose the event ‘Add a New Row’. Again, click on ‘Connect’ to link your Google account.
Once connected, select the spreadsheet where you want to save the leads. For example, choose the spreadsheet named ‘New Leads’. You will then map the fields such as name, email, and phone number from the test lead data received from Facebook. This mapping ensures that every time a new lead is captured, their details are automatically added to your Google Sheets.
Map the first name, last name, email, and phone number fields accordingly. Click on ‘Save and Send Request’ to confirm the data has been added.
After successfully adding the data, you can check your Google Sheets to verify that the new lead appears as a new row. This step showcases how Pabbly Connect effectively automates data entry, saving you time and effort.
5. Creating a Contact in Google Contacts
The final action step involves creating a new contact in Google Contacts using the same lead information. In Pabbly Connect, select Google Contacts as your action application and choose the event ‘Create Contact’. Since you’ve already connected your Google account, simply click on ‘Save’ to proceed.
Now, map the details received from the test lead for the first name, last name, email, and phone number. You can leave optional fields like middle name and gender blank as they are not required. After completing the mapping, click on ‘Save and Send Request’. This action will create a new contact in your Google Contacts with the lead’s details.
Refresh your Google Contacts to see the newly created contact. Ensure all details match what was mapped in Pabbly Connect.
With this, you have successfully set up a complete automation process using Pabbly Connect to save Facebook leads to Google Sheets and create contacts in Google Contacts, streamlining your workflow significantly.
Conclusion
In this tutorial, we explored how to automate saving Facebook leads to Google Sheets and Google Contacts using Pabbly Connect. By following these steps, you can efficiently manage leads and enhance your sales processes. Automating this workflow not only saves time but also ensures that your team can follow up with leads promptly.
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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