Send Facebook Leads to Google Sheets for Coaching & Online Courses

Learn how to automate sending Facebook leads to Google Sheets using Pabbly Connect. Follow this detailed tutorial for seamless integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect for Integration

To send Facebook leads to Google Sheets, you need to access Pabbly Connect. Start by searching for pabby.com/connect in your browser. This will direct you to the Pabbly Connect homepage.

If you’re a new user, click on the ‘Sign up free’ button to create an account and receive 100 free tasks every month. Existing users can simply sign in. Once logged in, navigate to the Pabbly apps window and click on ‘Access Now’ to enter the Pabbly Connect dashboard.

2. Create a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to choose between the new beta version and the classic version; select the beta version for a modern experience.

Next, name your workflow as ‘Send Facebook Leads to Google Sheets for Coaching and Online Courses’. You can also choose a folder for better organization, such as ‘Facebook Lead Ads’. Click on the ‘Create’ button to finalize your workflow setup.

3. Set Up the Trigger for Facebook Lead Ads

In this step, you will set up the trigger in Pabbly Connect to capture new leads from Facebook Lead Ads. Select ‘Facebook Lead Ads’ as your trigger application and choose ‘New Lead Instant’ as the app event.

Click on ‘Connect’ to build a new connection. If you have an existing connection, you can select it. Otherwise, choose ‘Add a New Connection’ and authorize access to your Facebook account. After connecting, select your Facebook page (e.g., ‘Spark Success Coaching’) and the lead form (e.g., ‘Course Inquiry’) you wish to use.

• Select the Facebook page from the dropdown.
• Choose the lead form that you have created.
• Click on ‘Save and Send Test Request’ to proceed.

After clicking ‘Save and Send Test Request’, you will need to generate a test lead using the Facebook lead testing tool to confirm the setup.

4. Generate a Test Lead Submission

To test the trigger setup in Pabbly Connect, use the leads testing tool by Meta. Delete any previous test leads to create a new one. Select your Facebook page and lead form, then fill out the required fields with dummy data.

After entering the test lead information, click on ‘Continue’ and then ‘Submit’. Once the submission is successful, return to Pabbly Connect to check if the lead details have been captured. You should see the lead details displayed in the workflow response.

5. Set Up Action to Add Leads to Google Sheets

Now, it’s time to set up the action in Pabbly Connect to add the captured lead details to Google Sheets. Select ‘Google Sheets’ as the action application and choose ‘Add a New Row’ as the app event.

Click on ‘Connect’ to establish a connection with your Google account. Authorize Pabbly Connect to access your Google Sheets data. Once connected, select the spreadsheet (e.g., ‘Leads’) and the specific sheet (e.g., ‘Sheet1’) where you want the lead details to be stored.

• Map the fields such as Name, Email, Phone Number, and Course.
• Click on ‘Save and Send Test Request’ to finalize the setup.
• Verify that the new lead details appear in your Google Sheets.

With this, you have successfully set up the automation to send Facebook leads to Google Sheets using Pabbly Connect.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of sending Facebook leads directly to Google Sheets. This integration allows for efficient lead management, ensuring no potential client is missed. By following the steps outlined, you can streamline your lead collection process for coaching and online courses.