Watch Step By Step Video Tutorial Below






1. Setting Up Pabbly Connect for Google Integration

To start using Pabbly Connect for integrating Google Sheets, first, sign up for a free account. This will allow you to create automated workflows without any coding skills. With Pabbly Connect, you can manage multiple applications seamlessly.

Once you’re signed up, you will have access to 100 free tasks every month. This is sufficient to set up your integration with Google Sheets and automate lead management. Make sure to familiarize yourself with the dashboard as it will guide you through the integration process.


2. Creating a Lead Workflow in Pabbly Connect

The next step is to create a lead workflow in Pabbly Connect. This workflow will automatically capture new leads generated from Facebook Lead Ads. Start by selecting the trigger event.

  • Go to the connected apps section.
  • Click on ‘Add New Connection’.
  • Select ‘Facebook Lead Ads’ as your trigger.

After selecting your trigger, you will need to connect your Facebook account. This allows Pabbly Connect to access your lead data. Follow the prompts to authenticate your Facebook account, and select the relevant Facebook page and lead form you wish to use.


3. Capturing Lead Data from Facebook

Once your Facebook Lead Ads are connected, Pabbly Connect will start capturing lead data automatically. You can test this by generating a test lead through your Facebook form.

When you create a test lead, check the response in Pabbly Connect. The captured data should include the lead’s name, email, phone number, and company name. This data will be essential for your Google Sheets integration.


4. Integrating Google Sheets with Pabbly Connect

The next crucial step is to integrate Google Sheets using Pabbly Connect. This integration will help you automatically enter lead data into your designated spreadsheets.

  • Go to the connected apps section in Pabbly Connect.
  • Click on ‘Add New Connection’ and select ‘Google Sheets’.
  • Sign in with your Google account and grant the necessary permissions.

Once connected, select your Google Sheets document and the specific sheet where you want to store the lead data. Use the mapping feature to link the fields from your lead data to the corresponding columns in your Google Sheet.


5. Testing the Google Sheets Integration

After setting up the integration, it’s time to test it. Click on ‘Save and Send Test Request’ in Pabbly Connect. This action will send the test lead data to your Google Sheet.

Check your Google Sheet to confirm that the lead data has been recorded accurately. If everything looks good, your integration is now complete! You can repeat the process to add more Google Sheets if needed, ensuring all lead data is captured efficiently.


Conclusion

This tutorial has guided you through the process of integrating Google Sheets with Pabbly Connect for effective lead management. By automating this workflow, you can save time and reduce manual errors, making your lead management process seamless and efficient.