How to Add Leads to SalesBlink as Prospects Using Pabbly Connect

Learn how to seamlessly add Facebook leads as prospects in SalesBlink using Pabbly Connect with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the process of adding Facebook leads as prospects in SalesBlink, you first need to access Pabbly Connect. This platform allows you to automate workflows effectively. Start by visiting the Pabbly website and logging into your account. If you do not have an account, sign up for free to receive monthly tasks.

Once logged in, navigate to the top right corner and click on the ‘Create Workflow’ button. You will be prompted to name your workflow. Enter a suitable name like ‘Facebook Lead Ads to SalesBlink’ and click on the ‘Create’ button to proceed. This initiates the setup process for your integration.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will configure the trigger for your workflow. Select ‘Facebook Lead Ads’ as your trigger application within Pabbly Connect. For the trigger event, choose ‘New Lead Instant’. This setup is crucial as it determines when the automation will be activated.

• Select ‘Add New Connection’ to connect your Facebook account.
• Authorize the connection by logging into your Facebook account.
• Choose the Facebook page that generates leads, such as your hair transplant clinic.

After selecting your page, choose the lead generation form you want to use. Click ‘Save and Send Test Request’ to capture the lead data. This step ensures that Pabbly Connect is set up to receive leads from your Facebook page.

3. Testing the Trigger in Pabbly Connect

After setting up the trigger, it’s time to test it. You need to generate a dummy lead to see if Pabbly Connect captures the data correctly. Navigate to your Facebook lead form and submit a test entry with details like name, email, and phone number.

Once the form is submitted, return to Pabbly Connect. You should see the lead data captured successfully, including the email address, full name, and contact number. This confirms that your trigger is functioning as intended.

4. Configuring the Action in Pabbly Connect

Now, you will configure the action step in Pabbly Connect. Select ‘SalesBlink’ as your action application and choose ‘Add Prospect’ as the action event. This step is essential for adding the captured leads as prospects in SalesBlink.

• Add a new connection and input your SalesBlink API key.
• Select the campaign name where the prospects will be added.
• Map the lead details from Facebook to the corresponding fields in SalesBlink.

After mapping the details, click on ‘Save and Send Test Request’. If successful, Pabbly Connect will confirm that the prospect has been added to your SalesBlink campaign.

5. Finalizing the Integration with Pabbly Connect

To finalize your integration, ensure that all mapped fields are correct in Pabbly Connect. This includes first name, last name, email address, and phone number. After verifying, click ‘Save and Send Test Request’ once more.

Upon successful completion, head over to your SalesBlink account to check if the new lead appears as a prospect. Refresh the page to see the newly added prospect listed alongside existing ones. This confirms that your integration is complete and functioning correctly.

Conclusion

In this tutorial, we demonstrated how to effectively use Pabbly Connect to integrate Facebook leads as prospects in SalesBlink. By following these steps, you can automate your lead management process and enhance your marketing campaigns efficiently.