Before creating an automation, connect Facebook and Google Sheets to Albato:
Rules for transferring data to Google Sheets spreadsheets.
Set up a source app
Go to the Automations page and click the New button.
Then select the following values:
- Where do we send the data from — Facebook.
- Event — Ad Lead.
- Select Business Manager connection and an advertising account. If you didn't create a connection, you can create it now.
Select the operation mode
This step is to select the automation mode — Data Migration.
Data migration mode helps:
- Collect data for a certain period. For example, to find out which ad campaign was more effective: last month or two months ago.
- Get the data that you did not collect, if the automation had stopped for some reason. Thus, you will be able to upload the data for the period when the automation does not run.
- Migrate data from one CRM system to another, if you decide to change it.
Select the certain period for unloading:
Set up the app to receive data
- Where do we send the data — Google Sheets.
- Action — New sheet row.
- Connection — if you have not created a connection, you can create it now.
- Select required table and sheet
The next step is to specify cells for sending the data from Facebook. You need to fill in column A — it is a required field.
Example:
Now select the rule for duplicate processing. Each new lead is a unique entity, so select «always create a record».
The automation is created, don’t forget to start it!
Example of the scenario:
