Integrating Facebook Lead Ads with Close Using Pabbly Connect: A Step-by-Step Guide

Learn how to seamlessly integrate Facebook Lead Ads with Close using Pabbly Connect. Follow this step-by-step tutorial for effective automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Facebook Lead Ads Integration

To start integrating Facebook Lead Ads with Close, first access Pabbly Connect. Go to the Pabbly website and sign in using your credentials. If you don’t have an account, you can sign up for free, which provides you with a limited number of tasks each month.

Once signed in, locate the ‘Create Workflow’ button at the top right corner of your dashboard. Clicking this will prompt you to name your workflow; enter ‘Facebook Lead Ads to Close’. This initial setup is crucial as it sets the stage for the automation process using Pabbly Connect.

2. Setting Up the Trigger for Facebook Lead Ads

In this step, you will configure the trigger application. Select ‘Facebook Lead Ads’ as your trigger application and choose the event ‘New Lead’. This action will initiate the workflow whenever a new lead is generated through your Facebook Lead Ads.

• Select ‘New Lead’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.
• Choose the Facebook page linked to your lead generation form.
• Select the specific lead form you created.

After selecting your form, click on ‘Save and Send Test Request’. This will allow Pabbly Connect to capture the lead details generated from Facebook Lead Ads, ensuring the integration works correctly.

3. Configuring the Action to Create Leads in Close

Now, you will set up the action application. Select ‘Close’ as your action application and choose ‘Create Lead’ as the action event. This action will add the captured leads directly into your Close account.

To connect Pabbly Connect with Close, you will need your API key. Log into your Close account, navigate to ‘Settings’, and generate a new API key. After copying the API key, return to Pabbly Connect and paste it into the required field, leaving the password field blank.

• Map the fields from Facebook Lead Ads to Close.
• For example, map the lead’s name, email, and phone number.
• Set the status of the lead, such as ‘Potential’.

Once everything is mapped correctly, click on ‘Save and Send Test Request’ to check if the lead is created successfully in Close.

4. Verifying the Integration in Close

After setting up the action, it’s essential to verify that the integration works as intended. Go to your Close dashboard and navigate to the ‘Leads’ section. Here, you should see the lead that was created from the Facebook Lead Ads submission.

Check the details of the lead, including the name, status, and contact information. This confirmation indicates that Pabbly Connect has successfully integrated Facebook Lead Ads with Close, automating the lead creation process.

Should there be any issues, revisit the mapping in Pabbly Connect to ensure all fields are correctly aligned with the information captured from Facebook.

5. Conclusion: Automating Lead Management with Pabbly Connect

In conclusion, using Pabbly Connect to integrate Facebook Lead Ads with Close simplifies the lead management process. By following the steps outlined, you can ensure that every new lead generated through Facebook is automatically added to your Close account.

This automation not only saves time but also helps in maintaining a seamless workflow for managing potential customers. Start utilizing Pabbly Connect today to enhance your lead generation strategy.