How to Automate Lead Management with Facebook and Google Sheets

Facebook and Google Sheets: Automate Lead Management
Facebook
·
8/9/2023
·
5 min. read

How to integrate Facebook and Google Sheets

Managing leads efficiently is crucial for any business's success. Manual lead entry can be time-consuming and prone to errors. In this tutorial, we'll guide you through the process of automating the transfer of new leads from your Facebook advertising account to Google Sheets using Albato's powerful integration platform. By setting up this integration, you can save valuable time and ensure accurate lead tracking. Let's explore how Albato's no-code tool simplifies lead management across various platforms.

Automate with Albato

Albato is a revolutionary no-code tool that enables you to streamline your workflow automation. With over 500 app integrations, Albato empowers you to create custom automations tailored to your business needs.

Follow these simple steps to get started

To begin the integration process, it's essential to create a Google Sheet that will serve as your repository for capturing potential customers from Facebook lead ads.

Log in to your Google Sheets account and create a new sheet with a frozen header row and clearly labeled columns.

FB&GSH 1.png

The first step in automating lead transfer is creating a scenario in Albato. Sign in to your Albato account. Go to the Automation section and click the New button.

  • Set up the trigger:
  • Choose Facebook.
  • Choose the event according to your own personal needs.

If you want to retrieve leads from a specific form via API request, select the Lead Ad event and configure the API request.

If you want to retrieve leads from all forms of a specific page via webhook, select the Lead Ads (webhook) event and configure the webhook settings.

Specify you Facebook connection.

You can connect your Facebook account to Albato by following these instructions if you haven't already done so.

FB&GSH 2.png

Fill in the additional parameters, such as Page and Form associated with the leads.

Click the Add a Trigger button and choose the Operation Mode for data sending.

Save the trigger configuration.

The second step is to set up the Google Sheets action:

  • Choose Google Sheets.
  • Choose the Create/update row action.
  • Specify your connection.

You can connect your Google Sheets account to Albato by following these instructions if you haven't already done so.

Fill in the additional parameters, such as selecting the spreadsheet and the specific sheet where the new leads will be recorded.

Click the Add an action button.

FB&GSH 3.png

Once you have completed the setup, start the scenario and see the seamless automation in action.

Use the Facebook tool to test lead sending to your Google Spreadsheet. Please note that it may take approximately five minutes for the Google Sheet to receive the test lead.

Monitor and review all data passing through the automation by accessing the history tab in Albato.

Automating the transfer of new leads from your Facebook advertising account to Google Sheets offers significant benefits in terms of time savings and accuracy. With Albato's powerful integration platform, you can seamlessly connect Facebook and Google Sheets, streamlining your lead management process.

We also have a video on our YouTube channel with step-by-step instruction on setting up the automation.

Remember to subscribe to our YouTube channel for more tutorials and stay updated with the latest automation strategies. Start revolutionizing your workflow today with Albato's powerful automation capabilities!


Facebook
Google Sheets

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