How to Track Social Media Leads from Facebook to Zoho CRM Using Pabbly Connect

Learn how to automate the tracking of social media leads from Facebook to Zoho CRM using Pabbly Connect. Step-by-step tutorial included. 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 Integration

To track social media leads from Facebook to Zoho CRM, the first step is accessing Pabbly Connect. Start by visiting the Pabbly Connect website at www.Pabbly.com/connect. Here, you can either sign in if you are an existing user or sign up for free if you are new.

Once logged in, you will be directed to the Pabbly Connect dashboard. From here, you can easily create a new workflow that will automate the process of transferring leads from Facebook to Zoho CRM. This integration significantly reduces manual data entry and enhances lead management efficiency.

2. Creating a New Workflow in Pabbly Connect

After accessing your Pabbly Connect account, click on the ‘Create Workflow’ button located in the top right corner. You will be presented with two options: the new beta method and the classic method. Choose the new beta method for a more streamlined experience. using Pabbly Connect

• Enter a name for your workflow, such as ‘Track Social Media Leads from Facebook to Zoho CRM’.
• Select a folder for your workflow and click on the ‘Create’ button.

Once the workflow is created, you will be prompted to set up the trigger step. This is the first essential part of automating the lead tracking process, which will capture new leads generated from Facebook ads.

3. Setting Up the Trigger Step with Facebook Lead Ads

In this step, you will configure the trigger for your workflow using Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application. For the trigger event, choose ‘New Lead Instant’. This setup will ensure that every time a new lead is generated, it will be captured automatically.

To connect your Facebook account, click on the ‘Connect’ button and then add a new connection. Follow the prompts to authorize Pabbly Connect to access your Facebook lead ads. Once authorized, select the Facebook page and the lead generation form you are using.

4. Testing the Trigger and Capturing Leads

After setting up the trigger, it’s crucial to test it to ensure everything is functioning correctly. Use Meta’s lead ads testing tool to generate a test lead. Fill in the required details such as first name, last name, email, and phone number. using Pabbly Connect

Once the test lead is submitted, return to Pabbly Connect and check if the lead details have been captured in the trigger step. If successful, you will see the lead information displayed, confirming that the trigger setup is working as intended.

5. Setting Up the Action Step in Zoho CRM

With the trigger successfully tested, the next step is to set up the action in Zoho CRM using Pabbly Connect. Select ‘Zoho CRM’ as your action application and choose ‘Create Contact’ as the action event. This step will automatically create a new contact in your Zoho CRM for every new lead captured from Facebook.

Click on the ‘Connect’ button to establish a connection with your Zoho CRM account. You will need to provide your Zoho CRM domain and authorize the connection. Once connected, map the fields from the trigger step to the corresponding fields in Zoho CRM, ensuring that the lead information is accurately transferred.

After mapping the fields, send a test request to verify that the contact is created in Zoho CRM. Refresh your Zoho CRM contacts page to see the new lead added successfully, confirming that the integration is complete.

Conclusion

In this tutorial, we demonstrated how to effectively track social media leads from Facebook to Zoho CRM using Pabbly Connect. By automating this process, you can save time and improve lead management efficiency. With Pabbly Connect, integrating various applications becomes a seamless experience, ensuring that your leads are captured and organized without manual intervention.