Every business generates ‘leads’ daily. It can be to sell the product, service, or to build the email list & nurture it.
And Facebook ads is the most preferred platform when it comes to leads generation.
If you are a Facebook marketer or a business owner running lead generation ads on Facebook, you know how painful it is to download the newly generated leads in the excel sheet & manually update them on the CRM or to a new worksheet in excel.
However, there are quite a good automation tools that come to our rescue. Using these automation tools, we can easily automate Facebook lead ads to Google sheets. It is also possible to integrate new leads to CRM, where we store the leads from different sources or send a confirmation mail to the lead.
Why do we need to automate Facebook leads integration?
- Facebook doesn’t alert you when a new lead gets generated, making it difficult to keep track of new leads.
- It is practically impossible to check the ads manager 100 times a day to check for new leads.
- Facebook supports downloading the leads only in an excel sheet format, as a result of which multiple excel documents gets created.
- It’s a time consuming process to merge all the downloaded leads to master excel file or add them to a CRM
- Facebook doesn’t store the leads after 90 days. So if we don’t keep a copy of them, we lose the leads generated.
All the problems that are listed above can be solved just by using an automation tool like Auotmate.io.
As the name suggests, automate.io is an automation tool that helps in automating tasks such as new leads integration to CRM, to Google sheet, to send an email when a new lead generates, etc.
If we connect automate.io to the Facebook lead form and a Google sheet, the tool keeps checking for the new leads and adds them to the worksheet in no time. Now, all you need to do is, take a look at the worksheet for new leads, and do the follow-up.
How simple is that?
Below I have explained the step by step procedure to connect Facebook lead ads to Google sheet using automate.io tool.
Create an Account on automate.io tool
The first step to automate Facebook lead ads to Google sheet is creating an account on the automate.io tool.
Visit www.automate.io & click on the signup button available at the top right corner.
Upon clicking the signup button, you get redirected to the signup page as shown in the below screenshot.
Provide your name, email, password & other details to proceed further.
This completes your signup process.
Adding Apps in automate.io
As a next step, you need to choose the apps that you wish to use in automate.io for automating the tasks.
As you can see from the below screenshot, automate.io supports 100+ apps to help you automate the tasks.
The below screenshot gives you an overview of the automate.io dashboard. The tool offers a free to use plan, which allows you to automate up to 250 tasks in a month.
However, they don’t have Facebook lead ads integration under the free plan. You need to have a Personal plan (available on an annual basis) or a Startup plan (monthly basis).
If you are not sure which plan to upgrade for, make use of the 7 days trial of the Startup plan to check if the tool is the right choice for you.
Integrating Facebook Lead Ads App
Once you upgrade your plan or activate the 7 days trial, you need to click on the ‘Apps’ tab from the top menu bar and click on the + icon, as shown in the below screenshot.
Upon clicking the plus icon, search for ‘Facebook’ word to filter the apps and choose the “Facebook Lead Ads” app.
This opens up another window where you need to authorize your Facebook lead form to use in the automation.
This completes adding the ‘Facebook Lead Ads’ app to your automate.io account by integrating the lead form.
The next step is to add the Google sheet to which you would like to add the newly generated leads from Facebook lead ads form.
Integrating Google Sheets App to Automate.io
Again go to the “Apps” section at the top menu and click on + icon in the top right. Search & select the “Google Sheets” app.
Facebook Lead Ads to Google Sheet Automation
Once you complete the process of adding the Facebook Lead Ads app & Google sheet app, click on the ‘Bots’ button from the top menu, give a name to the bot for your reference.
As a first step, you need to choose the trigger app. Trigger app is the one that triggers the action of the bot as soon as it detects a new activity. Here the trigger app is ‘Facebook Lead Ads’ since we want to trigger this bot’s action whenever a new lead generates.
So choose Facebook Lead Ads as the trigger app.
Once you select the trigger app, you need to select the associated Facebook page and the lead form from which you wish to automate the tasks. As you can see in the above screenshot, I have selected “Blogging Stories” as my Facebook page & “automate.io test” in the lead Form dropdown.
Once you setup this bot and make it live, all the new leads that you generate from this lead form get added to the Google sheet, which you choose in the next step.
As you can see in the below screenshot, you need to select Google Sheets as the “action app”.
You can achieve different tasks from this ‘action app’. You can add the Facebook lead details as a new row in a worksheet; you can update a row; search a row based on the lead data, etc.
Select “Add Row” as the action step, and then choose a spreadsheet & worksheet, where you want the new lead to add.
Before adding the worksheet, ensure you have the top name row filled, as shown in the below screenshot.
The “action app” considers the text mentioned in the top row & displays it as a reference for you to add the values.
You can have multiple columns to add relevant data from the lead ad. Here I have Name, Email, & Phone Number as the text in the top row.
As a next step, you need to click on the + icon given at each of the dropdowns in the ‘action app’, and choose the associated fields from the Facebook lead form. Please refer to the below screenshot.
Continue the process and add email & phone number in their associated dropdowns, as shown in the screenshots. Once you are done with mapping the details, click on the Save button at the bottom right.
Now turn the bot on to start the automation.
We can run a test using sample data to check if everything is working fine before we go on and start automating the task.
Now I have given my email ID and name to be added as a new row in the worksheet that I have selected.
If the setup is all fine, you will see a congratulations message as shown above, and the details get added as a new row in the sheet.
As you can see in the below screenshot, my email ID and name are available as a new row in the worksheet.
This completes the process of adding Facebook lead ads app, Google sheets app, and setting up of the Facebook lead ads to Google sheet bot automation.
Now whenever a new lead gets generated, automate.io tool detects the lead and adds it as a new row in the sheet you have selected.
You can see the list of bot activities from the ‘Activity’ tab in the top menu bar.
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I’m a Facebook marketing consultant based out in Bengaluru. I help businesses to generate leads & sales using Facebook advertisement.