Send Your Facebook Leads To Google Sheets Automatically

Automate.io
Jul 10 · 10 min read

Facebook Lead Ads are a simple and effective way to collect information from potential customers and grow your business. You create a lead ad form, set your audience and budget, and run it.

Want to run a successful Facebook ad campaign that gives results? Check out our comprehensive guide with detailed steps, tips & tricks, case studies and more.

Now the leads start rolling in. But how do you collect them? You usually download them from your lead ad form and upload them to a spreadsheet, in most cases, Google Sheets.

Manually Export Facebook Leads to Google Sheets

If you want to export your leads from a Facebook Lead Ads form to a worksheet on Google Sheets, here’s how you do it:

Step 1: Download your leads from Facebook

  1. Go to your Facebook page.
  2. Click Publishing tools at the top.
  1. On the left menu, click Lead Ads Forms. You will see the Forms Library section.
  1. For the form you want, click Download. You can download the leads as a. CSV or a .XLS file.

Note: Your leads expire after 90 days. Be sure to download them as soon as possible.

Step 2: Import the file to Google Sheets

  1. Create a new worksheet on Google Sheets.
  2. Go to File -> Import -> Upload.
  3. Select the file from your device and click Import data.

Your Facebook leads are now exported to Google Sheets.

But do you want to do this manually every time?

Do you really want to go through all that effort of manually downloading the leads every time you get them and exporting them to Google Sheets? It can take seemingly forever.

Not to mention, you might also lose out on contacting potential customers quickly from those leads. And, there is nothing scarier to a business owner than the idea of losing a major customer.

Thankfully, you have Automate.io to help you win back that time and those opportunities.

What is Automate.io?

It is an easy-to-use work automation tool that lets you connect the apps you use every day and automate repetitive tasks, so you can focus on your most important work.

With Automate.io, there are multiple ways you can connect Facebook Lead Ads and Google Sheets and save a lot of time and effort in the process.

Let’s learn how Automate.io can come to your rescue in this case.

TL;DR:

If you are in a hurry and would like to connect your Facebook Lead Ads and Google Sheets accounts in 2 minutes, click the Connect button below.

If you have some time to spare and would like to get the most out of your Facebook leads, continue reading.

Automatically Push Facebook Leads To Google Sheets

Before you begin doing that, you need the following ready:

  1. A lead ads form on your Facebook page
  2. A spreadsheet on Google Sheets to collect the leads
  3. An Automate.io account to connect Facebook Lead Ads and Google Sheets(sign up for an Automate.io account now)

Now that you’ve signed up, let’s begin.

Step 1: Set up a worksheet on Google Sheets

Create a spreadsheet on Google Sheets with fields in it that you would like to collect data into from your Facebook Lead Ads form.

One important thing to know while setting up your spreadsheet is to fill in the first row with column headers and the second row with some dummy data. This is to ensure that your automation doesn’t encounter an error.

Step 2: Log in to your Automate.io account

Now, log in to your Automate.io account.

And just for you, we have a readymade template to help you connect our apps in action in less than 2 minutes.

Step 3: Connect your Facebook Lead Ads account

  1. Under Add your Facebook Lead Ads account, click Connect.
  1. Give the app a name and click Authorize.
  1. Login to your Facebook account.
  2. Select the page(s) you want to use and perform the steps that follow.
  1. You’ve now linked Automate.io to Facebook. Click Ok.

A window appears which lets you know that the authentication was successful. Click Save.

Step 4: Connect your Google Sheets account

  1. Under Add your Google Sheets account, click Connect.
  1. Give the app a name and click Authorize.
  2. Sign in to your Google Sheets account and perform the steps that follow.
  3. A window appears which lets you know that the authentication was successful. Click Save.

Step 5: Configure your bot

By the way, the automation that we are now creating between Facebook Lead Ads and Google Sheets is called a bot. And before we proceed to configure it, let’s understand what a bot is.

A bot is an automation you create in Automate.io. It connects multiple apps and performs automated actions between them. In every bot, you have a trigger app and one or more action apps.

A trigger app is the app which starts the automation. In this case, we want the automation to start when there is a new lead in Facebook Lead Ads. So, it is our trigger app.

An action app is the app in which a certain action is performed. In this case, we want to collect the leads on Google Sheets. So, it is our action app.

Now let’s continue configuring our bot.

  1. Under Facebook Lead Ads, select the Page and Form from which you want to collect leads.
  1. Based on the form which you select, the relevant form fields will appear in your Output fields section.
  1. Under Google Sheets, select the Spreadsheet and Worksheet into which you want to collect the leads.
  1. Once you select the worksheet, you can see that all its fields appear in the action area.

If you forgot to add a field in your worksheet, don’t worry. You can go back to the worksheet and add a few if you want.

When you come back to configuring your bot, select the spreadsheet and worksheet from the drop-down once again. This will show you the new field(s) that you’ve just added.

Now, drag and drop the lead ads form data from the trigger area into the specific worksheet data fields in the action area.

Click Done. You’re now done with configuring the bot.

Step 6: Test and run the bot

It’s very important to check if the bot is working as expected after configuring it. So, let’s test it out.

You have two options to test this bot.

  • By creating a new lead or
  • By running with sample data

Let’s try to test it by creating a new lead in Facebook Lead Ads.

  1. Go to your Facebook page -> Publishing tools -> Forms library.
  2. Click Preview against the page you’ve connected to Automate.io.
  1. Enter some sample data in the form and click Next, and then Submit.
  1. Now, go back to your Automate.io dashboard and click I’m done. Run the test.

Note: You should click ‘I’m done. Run the test.’ only after creating a lead first on Facebook.

Your bot will run successfully. And, the Facebook lead gets collected on a new row in your Google Sheets.

That’s it! It’s as simple as that. Now, every time a new lead is generated on your Facebook Lead Ads, it is automatically collected on a new row in Google Sheets.

We also have a video tutorial of this use case below.

Frequently Asked Questions

1. Facebook Lead Ads

Ensure that you are a Page Admin for the page you are using to collect leads. If you are using Facebook Business Manager, you should be either an Ad account advertiser or Ad account admin.

a. Why is my bot not being triggered when I’m getting new leads on Facebook?

If you are getting new leads on your Facebook Lead Ads but your bot isn’t being triggered, try the following solution.

Solution:

You need to fully disconnect Facebook Lead Ads from Automate.io and reconnect it. Follow the steps below.

  1. Turn off all the bots that are using Facebook Lead Ads in your Automate.io Bots list. Now, delete them.
  2. Remove Facebook Lead Ads from your Automate.io account. On Automate.io, go to Apps.
  1. Come down to Facebook Lead Ads. You will see a Delete the app button on the top-right. Click on it. The app will be removed.
  2. Remove the Automate.io app from your Facebook page. To do that go to this link — https://www.facebook.com/settings?tab=business_tools.
  3. Finally, re-add Facebook Lead Ads app to your Automate.io account.

b. Why can’t I find my form in the trigger?

If you cannot find your lead ads form in the trigger, try reconnecting the app to Automate.io. You don’t need to turn your bot off for this. To reconnect Facebook Lead Ads, do the following:

  1. On Automate.io, go to Apps.
  2. Come down to Facebook Lead Ads. You will see a Reconnect the app button on the top-right. Click on it.
  1. Perform the steps that follow. Your app will be reconnected now.

If you need more help, check out our Facebook Lead Ads help documentation.

2. Google Sheets

a. Can I rename the columns in my worksheet?

We highly recommend not renaming column names in your worksheet after you’ve connected it to Automate.io. If you do this, your bot may not be able to locate the columns to insert data.

b. I’m facing a problem with saving phone numbers on my worksheet. How do I solve that?

When you want to add phone numbers to your worksheet, you could run into a problem if the number starts with a plus (+). To overcome that issue, do the following:

  1. Pause your bot.
  2. Edit the bot by adding a single quote ( ‘ ) at the beginning of the phone number field.

If you need more help, check out our Google Sheets help documentation.

Advanced Integrations For Facebook Lead Ads

Of course, simply collecting leads is not worth much unless you do something with them. You need to nurture those leads and work towards converting them into sales. With Automate.io there is unlimited scope to do just that.

1. Connect Facebook Lead Ads to a CRM

We get it. Google Sheets can be used as a simple, lightweight database. And, it is free. But it is not really effective if you want to get the most out of your Facebook leads.

That’s why most businesses are tilting towards using a CRM for storing their customer information. And there are so many benefits in doing so.

What are the advantages of using a CRM over Google Sheets?

  1. It is much more secure.
  2. It is ideal for team collaboration.
  3. It gives you a chronological record of every interaction you have with your leads.

Here are a few handy integrations to get you started.

Note: While collecting your Facebook leads on a CRM, always separate the lead name into first and last name.

2. Add Your Facebook Leads To An Email List

A personalized welcome message to each of your leads goes a long way. And, couple that with an email marketing software, the level of personalization becomes multifold.

This strategy is particularly effective if you have clear customer segments. You can categorize your leads into specific segments and run focussed campaigns in the future.

If you are collecting phone numbers, you can send them personalized SMSes.

3. Enhance Your Facebook Lead Generation Using Clearbit

Using Facebook Lead Ad forms, you want to collect as much information as possible from the customer. However, the more fields you ask them to fill in the form, the more likely it is that you will lose them.

You can reduce this friction if you add a Clearbit integration in your workflow. All you need is the customer’s email ID from the Facebook lead form to get his or her complete picture. Clearbit’s Enrichment platform will backfill any other information associated with that email.

4. Get Instant Notifications On New Facebook Leads

If you or your team wants to keep up and get notified with every new lead, it is ideal to connect a notifications app to your workflow.

You can even get notified about new Facebook leads via Gmail.

Closing thoughts

Running ads on Facebook and collecting leads on Google Sheets is easy. Any business can do that. But what’s more important is how you nurture and convert those leads.

We hope this blog helps you with doing that. And, as you can see above, the possibilities are endless with a Facebook Lead Ads and Google Sheets integration.

So, go ahead, try them out and see what fits you the best.

Good luck! :)


Originally published at Automate.io Blog.

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