In this section, we will discuss how you can integrate Facebook Lead Ads with Microsoft Excel and automatically save lead details in Excel upon receiving responses on Facebook.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will link Facebook Lead Ads with Pabbly Connect to capture the lead data, link Pabbly Connect with Microsoft Excel, and store this data in Excel.
Steps to Automatically Save New Facebook Leads in Microsoft Excel
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 Microsoft Excel as the Action App to Save Lead Details
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.
We have established a link between Facebook Lead Ads and Pabbly Connect. Pabbly Connect will now automatically fetch the details of any new leads.
Step 3:- Setup Microsoft Excel as the Action App to Save Lead Details
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to store the lead details in Microsoft Excel. Therefore, Microsoft Excel will be our Action App.
A. Action App
Choose ‘Microsoft Excel’ as your Action App, select ‘Add Row To Worksheet’ as an Action Event, and click on ‘Connect’.
B. Connect Microsoft Excel Account
To connect with your Microsoft Excel account, select ‘Add New Connection’, and click on ‘Connect With Microsoft Excel’.
Select the Workbook and Worksheet 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 Fields
Now that you have connected your Microsoft Excel account, all you need is to map the necessary details from the steps above. Mapping ensures our data remains dynamic and changes as per the received responses.
Map Name from the trigger step.
Similarly, map the other fields, and click on ‘Save & Send Test Request’.
The moment you click on Save & Send Test Request, your lead details will get stored in Microsoft Excel.
Our automation is complete. We have successfully integrated Facebook Lead Ads with Microsoft. The details of each new user who responds to your Facebook Lead Ads form will now automatically be saved in Microsoft Excel.
You can copy this entire workflow by clicking this link.
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