How to Integrate Microsoft Excel with Facebook Lead Ads

Quick summary

This guide shows how to integrate Microsoft Excel with Facebook Lead Ads using a Zapier Zap, so every new lead is automatically added as a row in your spreadsheet. The step-by-step process covers setting up the Trigger in Facebook Lead Ads and the Action in Excel without writing any code.

Steps

1. Navigate to the left-side panel and click Create.
2. Select Zaps from the list of options.
3. Tap Trigger to initiate the integration process.
4. Search for Facebook Lead Ads and select it from the suggested results.
5. Choose your preferred Trigger Event.
6. Tap Sign In and log into the Facebook account you prefer to use.
7. Click Continue to grant the necessary permissions.
8. Fill out the input fields with the required information.
9. Tap Continue to run your input and set up the Trigger.
10. Click Continue one more time to proceed further.
11. Search for Excel and choose it as the Action app.
12. Tap the drop-down menu and select your preferred Action Event.
13. Tap Sign In and log into your active Microsoft account.
14. Tap Continue to confirm your Microsoft account connection.
15. Provide the information needed to set up the Action properly, one field at a time.
16. Click Continue to publish and enable the integration between Facebook Lead Ads and Microsoft Excel.