Let us discuss how you can integrate Facebook Lead Ads, ConverKit, Zoom and Google Sheets. Following this integration, you will be able to add your Facebook leads as a subscriber on ConvertKit, register those leads for Zoom meetings, and store the lead data in Google Sheets. The best part is this whole process will be automatic.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link Facebook Lead Ads with Pabbly Connect to capture the lead data, link ConvertKit to add subscribers, link Zoom to register leads for meetings and finally link Google Sheets to store lead data.
Steps to Automatically Register Facebook Leads for Zoom Meetings and Save Leads in Google Sheets & ConvertKit
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a connection between Facebook Lead Ads and Pabbly Connect
3. Setup Zoom as the Action App
4. Setup Google Sheets as the Action App
5. Setup ConvertKit as the Action App
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a connection between Facebook Lead Ads and Pabbly Connect
We will now look at the steps through which we will establish a link between Facebook Lead Ads and Pabbly Connect. This will help us to fetch the lead details from Facebook Form responses.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Facebook Lead Ads.
Expand the trigger step, choose ‘Facebook Lead Ads’ as the Trigger App, and select ‘New Lead (Instant)’ as your Trigger Event. Click on ‘Connect’. Doing this will result in Facebook Lead Ads sending data directly to Pabbly Connect whenever a new lead is generated.
Select ‘Add New Connection’, and click on ‘Connect With Facebook Lead Ads’. Also, grant the authorization.
B. Establish Connection
Select the Facebook page on which you are running the lead ads, and choose the LeadGen Form you want to link with Pabbly Connect. Click on ‘Save And Send Test Request’.
As soon as you click on ‘Save And Send Test Request’, Pabbly Connect will start looking to fetch data from Facebook Lead Ads indicated by the rotating ‘Waiting for Webhook Response Button’.
C. Test the Connection
To fetch the lead details, we will use the ‘Facebook Lead Ads testing tool’, which will help us create a dummy lead. Upon submission of this dummy lead, Pabbly Connect will capture the data from Facebook Lead Ads to test our established connection.
Click on ‘Facebook Lead Ads testing tool’
You will be redirected to the Lead Ads Testing Tool, where you need to create a dummy lead.
Select the Page and Form you want to link, and click on ‘Preview form’
Fill out this dummy form, click on ‘Next’, and ‘Submit’ this form.
Switch back to Pabbly Connect, expand Response Received, and our dummy details must be visible, thus confirming our established connection.
Step 3:- Setup Zoom as the Action App
A. Action App
Action allows us to choose the application that will get executed by the workflow trigger.
Since we want to register Facebook leads as Zoom meeting participants, Zoom will be our Action App.
Choose ‘Zoom’ as the Action App, select ‘Add Meeting Registrant’ as an Action Event, and click on ‘Connect’.
B. Connect Zoom Account
To connect with your Zoom account, select ‘Add New Connection’ and click on ‘Connect With Zoom’. Also, grant the authorization.
Select the Meeting in which you want to register the participant.
C. Map Necessary Fields
Since we have already captured the lead from Facebook Lead Ads, all we need is to map those details from above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map the Email Address from the step above.
Similarly, map the other fields, leaving the unnecessary ones empty. And click on ‘Save & Send Test Request’. A participant will get registered for your Zoom meeting.
Step 4:- Setup Google Sheets as the Action App
We essentially want to store the lead data in Google Sheets, so we will now set up Google Sheets as our Action App. Add another Action Step by clicking the ‘+’ button.
A. Action App
Choose ‘Google Sheets’ as the Action App, select ‘Add New Row’ as an Action Event, and click on ‘Connect’
B. Connect Google Sheets Account
To connect with your Google Sheets account, select ‘Add New Connection’, and click on ‘Connect With Google Sheets’. Also, grant the authorization.
Select the Spreadsheet and Sheet you want to use for storing your data
As soon as you select your sheet, the columns of this sheet will start reflecting as fields in your Action Step.
C. Map Necessary Details
Map the First Name from the Trigger Step.
Similarly, map the other fields and click ‘Save & Send Test Request’.
As soon as you click on Save & Send Test Request, your data will get stored in Google Sheets.
Step 5:- Setup ConvertKit as the Action App
To add our leads as subscribers on ConvertKit, we will now set up ConvertKit as our Action App.
A. Action App
Add another Action Step to your workflow by clicking the ‘+’ sign.
Choose ‘ConvertKit’ as your Action App, select ‘Add Subscriber to a Form’ as an Action Event, and click on ‘Connect’.
B. Connect ConverKit Account
To connect with your ConvertKit account, select ‘Add New Connection’. You will be asked to enter your API Key and API Secret. Log in to your ConvertKit account, and click on ‘Account Settings’.
You will be redirected to the ConvertKit settings page. Click on ‘Advanced’, and copy Your API Key and API Secret.
Paste both in their respective fields, and click on ‘Save’.
C. Map Necessary Fields
Select Form and Tag, map the First Name and Email address, and click ‘Save & Send Test Request’.
As soon as you click on Save & Send Test Request, by default a subscriber will get added to your Unconfirmed Subscribers list.
Our automation is complete. We have successfully integrated Facebook Lead Ads, Zoom, Google Sheets and ConvertKit. Each new Facebook lead will now be automatically registered as a participant for Zoom meetings, stored in Google Sheets and added as a subscriber on ConvertKit.
You can copy this entire workflow by clicking this link.
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