Sync Facebook Leads with Google Sheets for Healthcare Clinic

Learn how to sync Facebook leads with Google Sheets for your healthcare clinic using Pabbly Connect. Follow this step-by-step 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. Accessing Pabbly Connect for Integration

To sync Facebook leads with Google Sheets for your healthcare clinic, start by accessing Pabbly Connect. Open a new tab and type the URL Pabbly.com/connect to reach the Pabbly Connect homepage.

If you are a new user, select ‘Sign Up Free’ to create an account. Existing users can simply click on ‘Sign In’. After signing in, you will be directed to the Pabbly apps page where you can select Pabbly Connect to start building your integration.

2. Creating a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button. You have the option to create from scratch or use AI. For this tutorial, select ‘Create from Scratch’.

• Choose the beta workflow builder for a modern experience.
• Name your workflow as ‘Sync Facebook Leads with Google Sheets for Healthcare Clinic’.
• Select the folder where you want to save this workflow.

After naming your workflow, click on the ‘Create’ button to proceed. Now, you will be taken to the workflow page where you can set up your trigger.

3. Setting Up Facebook Lead Ads Trigger

In this step, you will set up Facebook Lead Ads as the trigger application. Click on ‘Add Trigger’ and select ‘Facebook Lead Ads’ as your trigger app. using Pabbly Connect

Choose the event as ‘New Lead Instant’. Click on ‘Connect’ to establish a connection. If you are using an existing connection, select that option; otherwise, create a new one by logging into your Facebook account. After successful login, allow access to complete the connection setup.

4. Testing the Trigger with a Test Lead

Now that your trigger is set up, you need to test it. Navigate to your Facebook Lead Ads testing tool and select your page, then the form you created. Fill out the form with test data, such as:

• Email: [email protected]
• First Name: Test
• Last Name: User
• Phone Number: 1234567890
• City: Test City

After filling the form, click ‘Continue’ and then ‘Submit’. Check Pabbly Connect to see if the lead data has been fetched successfully. You should see a positive response indicating that the integration is working.

5. Adding Data to Google Sheets

With the trigger successfully tested, it’s time to add the lead data to Google Sheets. Click on ‘Add New Action Step’ and select ‘Google Sheets’ as the action application.

Select ‘Add New Row’ as the action event. Connect to your Google account if you haven’t already. Choose the spreadsheet where you want to store the leads, for example, ‘Facebook Leads’. Now, map the fields from the Facebook lead data to the corresponding columns in Google Sheets.

Once mapping is complete, click ‘Save and Send Test Request’ to verify if the data is being added correctly. Check your Google Sheet to confirm that the lead details appear as expected, demonstrating that Pabbly Connect has successfully automated the process.

Conclusion

In this tutorial, you learned how to sync Facebook leads with Google Sheets for your healthcare clinic using Pabbly Connect. By following these steps, you can automate data entry and improve efficiency in managing your leads.