Sync Facebook Lead Ads to Zoho CRM Custom Fields and Send WhatsApp Messages Using Pabbly Connect

Learn how to sync Facebook Lead Ads to Zoho CRM custom fields and send WhatsApp messages automatically using Pabbly Connect. Follow this step-by-step tutorial. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin syncing Facebook Lead Ads with Zoho CRM custom fields and sending WhatsApp messages, you need to access Pabbly Connect. Start by navigating to the Pabbly website and selecting the Pabbly Connect product.

As a first-time user, click on the ‘Sign Up for Free’ option to create an account. Once registered, you can log in and access the Pabbly Connect dashboard to start creating your workflow.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. Click on the plus sign to create a workflow and name it ‘Sync Facebook Lead Ads to Zoho CRM Custom Fields and Send Messages on WhatsApp’. This name reflects the integration process.

After naming your workflow, you will see a trigger window and an action window. The trigger is the event that starts the workflow, and the action is what happens as a result. In this case, the trigger is a new lead from Facebook Lead Ads.

• Click on the trigger window to select the application as Facebook Lead Ads.
• Choose the trigger event as ‘New Lead Instant’.
• Connect your Facebook account by clicking on ‘Connect with Facebook Lead Ads’.

Once connected, select the Facebook page and the specific lead generation form you want to use. This will allow Pabbly Connect to capture the leads generated from your Facebook ads.

3. Integrating Zoho CRM with Pabbly Connect

Now that you have set up the trigger with Facebook Lead Ads, the next step is to integrate Pabbly Connect with Zoho CRM. In the action window, select Zoho CRM as the application and choose the action event as ‘Insert Record’. This action will create a new contact in Zoho CRM whenever a lead is captured from Facebook.

To proceed, connect your Zoho CRM account by entering the domain of your Zoho account. Once authorized, select the module as ‘Contacts’ and the layout where you have created custom fields. Make sure to map all the necessary fields such as first name, last name, email, and the custom field for gender.

• Map the first name from the Facebook Lead Ads response.
• Select the gender from the response to fill the custom field.
• Ensure all required fields are mapped correctly before saving.

After mapping the fields, test the action to ensure that a new contact is created in your Zoho CRM with the correct details, demonstrating the successful integration facilitated by Pabbly Connect.

4. Sending WhatsApp Messages Using Pabbly Connect

The final step in this integration process involves sending a WhatsApp message to the new contact. In the action window, add a new action step and select the application as 360dialog, which is used for WhatsApp messaging. Choose the action event as ‘Send Template Message’.

Connect your 360dialog account by entering the API key and domain obtained from your 360dialog dashboard. Select the approved template that you want to use for sending messages. This template should include placeholders for the customer’s name and any other relevant information.

Map the recipient’s mobile number from the lead data captured through Facebook. Insert the customer’s name into the message body using the mapped fields. Test the action to confirm that the message is sent successfully via WhatsApp.

Once the test is successful, you will see that the WhatsApp message is delivered to the customer, confirming the integration capabilities of Pabbly Connect.

5. Conclusion

In this tutorial, you have learned how to sync Facebook Lead Ads to Zoho CRM custom fields and send WhatsApp messages automatically using Pabbly Connect. By following these detailed steps, you can streamline your lead management and enhance customer communication effectively.

This integration not only automates your workflow but also improves customer engagement by ensuring timely communication. Start using Pabbly Connect today to boost your business efficiency!