How to add leads from Facebook Lead Ads to Excel

How to add leads from Facebook Lead Ads to Excel


Just like an over-enthusiastic squirrel collects nuts for winter, I eagerly collect Facebook Lead Ads data with no idea how to efficiently organize it. If you’re a marketer like me, you’ve probably had your share of spreadsheet chaos, too. 

Fortunately, you don’t have to use a fuzzy rodent as a role model for your marketing workflows. Instead, you can use a Zap—Zapier’s automated workflows—to automatically move your lead data from Facebook Lead Ads to an Excel spreadsheet. Let’s get cracking.

Before you begin

After setting up your Facebook Lead Ads campaign, you should create an Excel spreadsheet to collect your lead data. 

Create a new spreadsheet and give column headings for the info you’re collecting. Facebook Lead Ads lets you collect everything from email addresses to phone numbers to company details. 

For this example, we added column headers for Full Name, Email Address, Page Name, and Form Name

How to add new Facebook Lead Ads leads to Excel

Now, you’re ready to set up your workflow. Zapier lets you create automated workflows called Zaps, which send your information from one app to another. You can create your own Zap from scratch without any coding knowledge, but we also offer quick templates to get you started. 

If you’d like to start with a template, click on the Zap template to go to the Zap editor. You’ll need to create a Zapier account if you don’t already have one. Then, follow the directions below to set up your Zap.

Set up your Facebook Lead Ads trigger

Let’s start with the trigger—the event that starts your Zap. If you’re using the Zap template, this will be selected for you. Otherwise, search for and select Facebook Lead Ads as the trigger app and New Lead as the trigger event, then click Continue.

A trigger step in the Zap editor with Facebook Lead Ads selected for the trigger app and New Lead selected as the trigger event.

Next, connect your Facebook account, if you haven’t already, then click Continue.

To set up the trigger, select the Facebook Page and Form you’d like to use in this Zap. Then, click Continue

Facebook Lead Ads fields in a trigger step in the Zap editor.

Now, it’s time to test your trigger step. This will gather information from the Facebook Lead Ads form that will be used to set up the rest of your Zap. Before clicking Test trigger, make sure there’s at least one submission in the form (you can add a sample lead if you don’t have any submissions). 

Zapier will show you the most recent data from Facebook Lead Ads. Select which data you’d like to use to set up your Zap, then click Continue with selected record

Sample Facebook Lead Ads leads with one record selected.

Set up your Microsoft Excel action

Now, it’s time to set up the action, the event your Zap will perform once it’s triggered. In this case, that’s adding your Facebook Lead Ads data to Excel.

If you’re using the Zap template, these will already be selected for you. Otherwise, search for and select Microsoft Excel as your action app and Add Row as your action event. Click Continue.

An action step in the Zap editor with Microsoft Excel selected for the action app and Add Row selected for the action event.

Next, connect your Microsoft Excel account, if you haven’t already, then click Continue

Now, it’s time to customize your action step. By default, Zapier will select your OneDrive account in the Storage Source field. But, if you’re a business customer, you can switch to Sharepoint.

Next, select the Folder where your Excel spreadsheet is saved. If this is in the root OneDrive folder, you don’t need to select anything here. 

In the Spreadsheet field, select the spreadsheet you made to collect your lead data. Then select the appropriate worksheet in the Worksheet field. By default, this will be Sheet1, but you can select a different worksheet if you need.

Excel fields in an action step in the Zap editor.

Once you’ve selected your spreadsheet and worksheet, the Zap will add fields for the columns you added earlier. Now, you can map the data you receive from Facebook Lead Ads to these columns so your spreadsheet is properly filled out each time a new lead comes in.

For our example, we’ll map the Email data from Facebook Lead Ads to the Email Address field, Full Name to the Full Name field, etc.

Once you’ve mapped all your fields, click Continue

Excel fields in the Zap editor with Facebook Lead Ads data mapped to the fields.

Now, click Test step to run your Zap using the sample data you selected earlier. Open the Excel spreadsheet you created, and you’ll find the sample data in a new row. 

Here’s what our sample data looked like.

An Excel spreadsheet with a lead added from Facebook Lead Ads.

If everything looks right, you’re ready to use your Zap. Now, every time you get a new lead in Facebook Lead Ads, it will go to your new Excel spreadsheet.

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