Create Contact in Zoho Bigin for Facebook Leads Using Pabbly Connect

Learn how to automate creating contacts in Zoho Bigin from Facebook Leads using Pabbly Connect. Step-by-step guide to streamline your CRM process. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create a contact in Zoho Bigin for Facebook Leads, start by accessing Pabbly Connect. Visit the Pabbly website and navigate to the Pabbly Connect section by typing Pabbly.com/connect in your browser’s address bar.

If you already have an account, click on ‘Sign In’. If not, select ‘Sign Up’ to create a free account, which includes 100 free tasks every month. After signing in, click on ‘Access Now’ for Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on ‘Create Workflow’ to start your automation. You will need to name your workflow appropriately; in this case, you can name it ‘Facebook Lead Ads to Zoho Bigin’. using Pabbly Connect

• Select the trigger application as Facebook.
• Choose the trigger event as ‘New Lead’.
• Connect your Facebook account by clicking on ‘Add New Connection’.

After connecting, authorize Pabbly Connect to access your Facebook Lead Ads. This step ensures that your lead data is securely transmitted to your Zoho Bigin account.

3. Setting Up Facebook Lead Ads

Next, you need to set up your Facebook Lead Ads. Go to your Facebook page and navigate to ‘Instant Forms’ under the ‘All Tools’ section. Create a new contact form for collecting leads. using Pabbly Connect

Fill out the contact form fields with sample data to test the integration. For example, you can input a name, email, and phone number. After submitting the form, head back to Pabbly Connect and click on ‘Save and Send Test Request’ to see if the data flows correctly.

• Ensure the form contains fields for first name, last name, email, and phone number.
• Test the form to confirm that leads are being captured correctly.

Upon successful submission, you should see the lead details appear in your Pabbly Connect dashboard, indicating that the trigger has been set up correctly.

4. Creating a Contact in Zoho Bigin

Now that you have set up the trigger, it’s time to configure the action to create a contact in Zoho Bigin. Choose Zoho Bigin as your action application and select the action event as ‘Create Contact’. using Pabbly Connect

Connect your Zoho Bigin account by entering your domain (e.g., zoho.in) and authorize Pabbly Connect to access it. You will then map the fields from the Facebook lead to the corresponding fields in Zoho Bigin.

Map the first name and last name from the lead data. Input the email and phone number accordingly.

After mapping the fields, click on ‘Save and Send Test Request’. If successful, you will receive a success code indicating that a new contact has been created in your Zoho Bigin account.

5. Verifying Contact Creation in Zoho Bigin

To verify that the contact has been created, log into your Zoho Bigin account and navigate to the Contacts section. Here, you should see the new contact listed with the details you provided from the Facebook lead.

If you test the integration again with new lead data, it may take a few minutes for the contact to appear due to the polling nature of the trigger. Refresh the page after a short while to see the new contact.

With Pabbly Connect, this automation allows you to seamlessly create contacts in Zoho Bigin from Facebook Leads, streamlining your lead management process and enhancing your CRM efficiency.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the creation of contacts in Zoho Bigin from Facebook Leads. By following these steps, you can efficiently manage your leads and improve your business operations.