It's extremely helpful to have a database of leads out of your on-line advertisements. What's much less helpful: manually copying all the data—or worse—downloading and cleansing a CSV file.
Fortunately, with Zapier, you possibly can automate the entire course of. With a Zap—what we name our automated workflows—you possibly can robotically replace a spreadsheet with new leads.
We'll present you ways utilizing two common apps: Facebook Lead Ads and Google Sheets.
In case you are unfamiliar, Facebook Lead Ads helps you to collect new leads from on-line commercials utilizing customized types. Google Sheets is cloud-based spreadsheet software program and Google's reply to Microsoft Excel.
This tutorial can apply to any of your social media lead amassing efforts. Let's get began.
Before you start
Create your Google Sheet
Log in to your Google Sheets account and create the Sheet that you will use to log the leads out of your Facebook advert. Be positive that your Sheet has a frozen header row with clearly labeled columns.
You can learn extra about formatting Google Sheets to work with Zaps right here.
Check Facebook Lead Ads permissions
You'll want admin entry for the Facebook web page you need to use, the related advert account, and entry to leads. Learn extra about establishing these permissions.
You'll additionally have to create a type in Facebook Lead Ads and have no less than one lead. If you do not have a lead, you possibly can create a pattern lead with Facebook Lead Ads' testing instrument.
Finally, you will should be on a Zapier paid plan or in your two-week trial to make use of Facebook Lead Ads in a Zap.
Option 1: Get began shortly with a Zap template
You can use the Zap beneath as a place to begin. Click the Use this Zap button, and you will be guided by way of setup. You'll have to create a Zapier account when you do not have already got one.
Here's the way it works:
Click the Use this Zap button above to get began (and create a Zapier account if you have not already).
Connect your Facebook account, and choose the Page and type you need to make use of.
Connect your Google Sheets account, and choose the Sheet you need to use (you will even be given the choice to create a brand new spreadsheet).
Select the Google Sheet columns you need so as to add info to.
Map your Facebook Lead Ads type info to the suitable Google Sheet columns.
Test your workflow, and switch it on.
Option 2: Create your individual Zap
If you need extra management over info in your Zap or want to add extra actions—like robotically emailing your new lead or notifying your crew about type responses in Slack—you possibly can click on right here to start out a brand new Zap from scratch.
Here are the steps concerned:
Connect your Facebook Lead Ads account and arrange your set off step—the occasion that begins your Zap.
Set up your Google Sheets motion step—the occasion you need your Zap to carry out as soon as it is triggered.
Test your workflow, and switch it on.
Step 1: Connect your Facebook Lead Ads account to set off your Zap
Once you are within the Zap editor, the very first thing you should do is about up your set off.
To get began, select Facebook Lead Ads as your app and New Lead as your set off occasion. Please notice that you'll want a paid Zapier account to make use of this app in a Zap.
Click Continue. You shall be requested to sign up to your Facebook account if you have not already. You might want to give Zapier entry to some options in your Facebook account earlier than continuing.
Click Continue to present permission, then customise your Zap set off by deciding on a Facebook web page and type to make use of for this integration.
For every app you join, Zapier will ask for a basic set of permissions which lets you be versatile along with your Zaps. The solely actions Zapier takes in your app accounts are these a given Zap wants to perform what you've got arrange.
Once you've got chosen a web page and type, click on Continue. You'll be prompted to check your set off, which is all the time a good suggestion when establishing a brand new Zap. We'll use this pattern result in arrange the remainder of our Zap.
Step 2: Connect your Sheet to the Facebook Lead Ads set off
Now it is time to arrange the motion in your Facebook Lead Ads set off. Choose Google Sheets as your app and Create Spreadsheet Row as your motion. Click Continue.
Next, sign up to your Google Sheets account. After you've got signed in, you possibly can choose the Google Drive, spreadsheet, and worksheet you want to use for this integration.
Once you've got chosen your worksheet, you will see your spreadsheet column names as particular person fields.
If you determine to make any modifications to your Sheet at this level, click on the Refresh Fields button to replace your choices on this field.
Next, click on inside your column fields. You'll see the values out of your Facebook Lead Ads set off. You can kind in textual content, which can seem the identical every time your Zap runs. Or, you possibly can choose values from Facebook Lead Ads. When you flip your Zap on, actual lead data from Facebook will populate your Google Sheet.
Click Show all choices to load all the values from Facebook Lead Ads.
Once you've got mapped all of your spreadsheet fields, click on Continue, after which take a look at your Zap. This will create a brand new spreadsheet row in Google Sheets.
If your take a look at is profitable, it is best to see the information out of your Facebook Lead Ad as a brand new spreadsheet row, in line with the way you configured it within the earlier step.
Once you are positive every little thing is working accurately, make sure that to show in your Zap by clicking the toggle swap on the backside of the display screen.
And that is all! From now on, all new leads out of your Facebook Lead Ads account shall be logged in your Google Sheet as a brand new row.
Do extra with Facebook Lead Ads with multi-step Zaps
We do not need to cease with one motion, nevertheless. Multi-step Zaps can help you carry out many actions from a single set off.
When to make use of multi-step Zaps:
When you should ship the identical info to a number of locations. For instance, if you wish to seize lead info in a spreadsheet, your CRM (Customer Relationship Management) instrument, and ship a notification to a crew chat app.
When you should manipulate or change set off info earlier than you go it on to a different motion. For instance, if you wish to enrich lead knowledge earlier than logging it in your spreadsheet.
When you want your set off occasion to kick off a complete workflow. For instance, everytime you obtain a brand new lead, your gross sales crew begins their nurture course of by robotically emailing the lead.
Multi-step Zaps—accessible on our paid plans—can help you add a number of actions, filters, and even branching logic so you are able to do extra, robotically. Learn find out how to use multi-step Zaps.
To create a multi-step Zap within the Zap editor, click on on the plus signal the place you need so as to add one other step.
Notice how the window appears to be like just like the earlier motion we arrange.
Set up your motion and take a look at it. Once you've got added as many actions as you want, remember to show in your Zap.
Keep in thoughts that order issues with multi-step Zaps, particularly if you should use info from a earlier Zap step. You can rename every step and add an outline so it is simpler to grasp what's occurring.
More methods to automate Facebook Lead Ads
If connecting Facebook Lead Ads to Google Sheets made life simpler for you, try another useful Zaps:
This article was initially revealed in July 2019 and was up to date in January 2022 by Krystina Martinez.