Automate Adding Facebook Leads to TeamLeader CRM with Pabbly Connect

Learn how to seamlessly integrate Facebook Leads into TeamLeader CRM using Pabbly Connect. Follow our step-by-step tutorial for automation. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Facebook leads into TeamLeader CRM, you must first access Pabbly Connect. Start by typing ‘Pabbly.com’ in your browser and navigate to the products section.

Click on Pabbly Connect to reach the landing page. If you are a new user, select the ‘Sign up for free’ option to create an account in just a few minutes. Existing users can simply click on ‘Sign in’ to access their accounts.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the plus sign to create a workflow and name it ‘Add Facebook Leads to TeamLeader CRM’.

• Click on ‘Create’ to initiate the workflow.
• You will see a trigger window and an action window.

In Pabbly Connect, triggers are events that start the workflow, while actions are the tasks performed as a result. Here, select ‘Facebook Lead Ads’ as the trigger application.

3. Setting Up Facebook Lead Ads as Trigger

Within the trigger window, choose ‘New Lead’ from the Facebook Lead Ads options. Click on ‘Connect’ to set up the connection, followed by ‘Add New Connection’ and authorize Pabbly Connect to access your Facebook account.

Once authorized, select your Facebook page (e.g., ‘Book Review’) and choose the lead ad form you want to use (e.g., ‘Contact Form’). Before saving, fill out the form as a test to capture the latest response.

4. Creating a Contact in TeamLeader CRM

Next, you will set up the action to create a contact in TeamLeader CRM. In the action window, select ‘TeamLeader’ as the application, and choose ‘Create a Contact’ as the action event.

• Connect to TeamLeader by clicking on ‘Add New Connection’.
• Map the fields from Facebook lead ads to TeamLeader, including first name, last name, and email address.

After mapping the required fields, click on ‘Save and Send Test Request’. This action will create a new contact in your TeamLeader CRM, confirming successful integration via Pabbly Connect.

5. Verifying the Integration

To ensure everything is working correctly, fill out another form on Facebook Lead Ads with different details. After submitting, check your TeamLeader CRM account to see if the new contact appears.

Refresh the contacts section in TeamLeader CRM to verify the new entry. This confirms that Pabbly Connect is successfully automating the addition of Facebook leads to your CRM.

Conclusion

In this tutorial, we demonstrated how to automate adding Facebook leads to TeamLeader CRM using Pabbly Connect. This integration simplifies lead management, helping businesses streamline their customer engagement process.