How to Setup Facebook Lead Ads Automation with Slack, Google Calendar, Salesforce & WhatsApp using Pabbly Connect

Learn how to automate Facebook Lead Ads with Slack, Google Calendar, Salesforce, and WhatsApp using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. How to Setup Pabbly Connect for Facebook Lead Ads Automation

To begin the automation process using Pabbly Connect, first, visit the Pabbly Connect website at Pabbly.com/connect. Here, you will find options to sign in or sign up for free.

If you are a new user, click on the sign-up button and complete the registration process. Once registered, you will receive 100 free tasks. After signing in, navigate to the dashboard and click on the ‘Create Workflow’ button to start setting up your automation.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, you need to name your workflow for easy identification. For instance, you can name it ‘Setup Facebook Lead Ads Automation with Slack, Google Calendar, Salesforce, and WhatsApp’. This will help you keep track of the specific integration you are working on.

After naming your workflow, you will encounter two essential components: Trigger and Action. The Trigger is what initiates the workflow, while the Action is what occurs as a result. Here’s how to set it up:

• Select Facebook Lead Ads as the Trigger application.
• Choose the Trigger event as ‘New Lead Instant’.
• Click on Connect and add a new connection with your Facebook account.

Once you have connected, select the relevant Facebook page and lead generation form. This setup ensures that every time a new lead is captured through Facebook, it will trigger the workflow.

3. Integrating Slack with Pabbly Connect

After setting up the trigger with Facebook Lead Ads, the next step is to integrate Slack using Pabbly Connect. This allows your team to be notified immediately when a new lead is generated.

Select Slack as the Action application and choose the action event as ‘Send Channel Message’. You will need to connect your Slack account, allowing Pabbly Connect to access your Slack workspace. Once connected, map the necessary fields to create a message that includes the lead’s details.

• Choose the channel where the message should be sent.
• Compose a message that includes the lead’s name, email address, contact number, and class.

Finally, save the settings and send a test request to ensure that the message is being sent correctly to your Slack channel.

4. Adding Leads to Salesforce through Pabbly Connect

Next, you will want to add the new lead to your CRM, Salesforce, using Pabbly Connect. Select Salesforce as the next action application and choose the action event ‘Create Contact’.

Connect your Salesforce account to Pabbly Connect and allow access. You will need to map the lead’s details from the previous steps into the required fields in Salesforce, such as first name, last name, email address, and phone number.

Ensure you split the full name into first and last name using the Text Formatter feature in Pabbly Connect. Save and send a test request to confirm that the contact is created successfully in Salesforce.

This integration will help you keep your leads organized and accessible for follow-ups.

5. Adding Leads to Google Calendar Events via Pabbly Connect

The final step in this automation process is to add the new leads to a Google Calendar event using Pabbly Connect. Select Google Calendar as the action application and choose the action event ‘Add Guest to Event’.

Connect your Google Calendar account and select the specific event where you want to add the leads. Ensure you map the email address of the lead to the guest field. This will automatically register the lead for the event.

Select the calendar and the event for which guests should be added. Save and send a test request to verify that the lead is added as a guest.

Once this is set up, you can be assured that all new leads will be automatically registered for your events, enhancing your communication and engagement efforts.

6. Sending WhatsApp Messages Using Pabbly Connect

As a final touch, you can send a confirmation message to the lead via WhatsApp using Pabbly Connect. Select WhatsApp Cloud API as the action application and choose ‘Send Template Message’ as the action event.

Connect your WhatsApp account to Pabbly Connect and fill in the necessary details, including the template name and the lead’s mobile number. Ensure that you format the mobile number correctly by including the country code without the plus sign.

After setting up the message template, which can include variables like the lead’s name and event details, save the settings and send a test request. This will confirm that the lead receives a personalized WhatsApp message about their registration.

Conclusion

In conclusion, using Pabbly Connect to automate Facebook Lead Ads with Slack, Google Calendar, Salesforce, and WhatsApp streamlines your lead management process. Each step, from capturing leads to notifying your team and adding contacts to your CRM, is simplified through effective integration. This setup not only enhances team communication but also improves lead engagement through timely notifications.