Integrating Zoho CRM, Brevo, and Google Sheets with Facebook Lead Ads Using Pabbly Connect

Learn how to automate lead management by integrating Zoho CRM, Brevo, and Google Sheets with Facebook Lead Ads using Pabbly Connect. Follow our step-by-step tutorial!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, first, access Pabbly Connect. This platform serves as the central hub that connects your Facebook Lead Ads with Zoho CRM, Brevo, and Google Sheets. You can sign up for a free account or log in if you are an existing user.

Once logged in, navigate to the dashboard. Here, you will see the option to create a new workflow. This is where you will set up the automation to ensure that every new lead from Facebook is captured in your CRM, added to your email marketing platform, and logged in Google Sheets for tracking.

2. Creating a Workflow in Pabbly Connect

To create a workflow, click on the ‘Create Workflow’ button in your Pabbly Connect dashboard. Name your workflow something descriptive, like ‘Create Zoho CRM Lead and Brevo Contact from Facebook Lead Ads’. Choose a folder to save this workflow for future reference.

• Click on the ‘Create’ button after naming your workflow.
• You will be prompted to select a trigger application; choose ‘Facebook Lead Ads’.
• Select the trigger event as ‘New Lead’.

After setting up the trigger, proceed to connect your Facebook account with Pabbly Connect. Ensure you are logged into your Facebook account to facilitate a smooth connection process.

3. Testing Facebook Lead Ads Integration

Once your trigger is set, it’s time to test the integration. Use the lead testing tool provided by Meta to generate a test lead. Fill in the necessary details such as service interest, contact information, and submit the form.

After submitting the test lead, check your Pabbly Connect workflow to see if it captures the lead information correctly. You should receive a response indicating successful data capture, which confirms that the integration is functioning as intended.

4. Adding Lead Data to Google Sheets

Next, you will set up an action step to add the captured lead data to Google Sheets. In your Pabbly Connect workflow, select Google Sheets as your action application and choose the action event as ‘Add a New Row’.

• Connect your Google Sheets account to Pabbly Connect by signing in and granting access.
• Select the spreadsheet and sheet where you want to log the lead data.
• Map the lead fields from the Facebook Lead Ads to the corresponding columns in your Google Sheets.

Once the mapping is complete, send a test request. You should see a new row added in your Google Sheets, confirming that the lead data is being logged successfully.

5. Creating Leads in Zoho CRM and Contacts in Brevo

After successfully adding the lead data to Google Sheets, the next step is to create a lead in Zoho CRM and a contact in Brevo. In your Pabbly Connect workflow, add an action step for Zoho CRM and select the action event as ‘Insert or Update a Record’.

Connect your Zoho CRM account to Pabbly Connect, entering your domain name and granting necessary permissions. Map the lead details to the appropriate fields in Zoho CRM, ensuring all required information is included.

Finally, set up another action step for Brevo, choosing the action event as ‘Create or Update a Contact’. Map the lead’s email and other details, and then send a test request to confirm that a new contact is created in Brevo successfully.

Conclusion

This tutorial has guided you through the process of integrating Zoho CRM, Brevo, and Google Sheets with Facebook Lead Ads using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring that every new lead is captured and tracked efficiently across all platforms.

Using Pabbly Connect for these integrations not only saves time but also reduces errors associated with manual data entry, enhancing your overall marketing efforts.