How to Automatically Add Facebook Leads to Salesforce CRM Using Pabbly Connect

Learn how to seamlessly integrate Facebook leads into Salesforce CRM using Pabbly Connect. Step-by-step tutorial for automating lead management. 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 and Salesforce Integration

To automatically add Facebook leads to Salesforce CRM, you first need to access Pabbly Connect. Open your browser and go to the Pabbly Connect landing page by entering ‘Pabbly.com/connect’. This platform allows you to create automated workflows without any programming knowledge.

Once on the Pabbly Connect page, you can either sign in if you are an existing user or sign up for free to explore the application. New users get 100 tasks free every month, which is perfect for testing the integration between Facebook and Salesforce. After signing in, navigate to the dashboard to start creating your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard on Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder and the classic one. Select the new workflow builder for a faster and more flexible interface.

• Click on ‘Create Workflow’
• Choose the new workflow builder
• Enter a name for your workflow
• Select a folder to save your workflow

After naming your workflow, click the ‘Create’ button. This will take you to the workflow window where you can set up the trigger and action for your automation.

3. Setting Up the Trigger for Facebook Lead Ads

In the workflow window, the first step is to select your trigger application. For this integration, choose ‘Facebook Lead Ads’ as your trigger application. Then, select the trigger event as ‘New Lead Instant’ and click on ‘Connect’.

To connect Facebook Lead Ads with Pabbly Connect, click on ‘Add New Connection’. You will need to authenticate your Facebook account. Once connected, select the Facebook page you want to work with and the specific lead generation form that you will be using for this automation.

4. Testing the Trigger with a Test Submission

To ensure that your trigger is working correctly, you need to perform a test submission. First, click on ‘Save and Send Test Request’ in Pabbly Connect. This action will prompt you to create a test lead in your Facebook Lead Ads.

Open a new tab and go to the Meta for Developers site. Navigate to ‘Lead Ads Debug Tool’, select your page and form, then fill in the form fields with test data. After submitting the form, return to Pabbly Connect to check if the lead details have been captured successfully.

• Open Meta for Developers
• Select your Facebook page and form
• Fill in the required fields
• Submit the form

Once the test lead is submitted, return to your workflow in Pabbly Connect to confirm that the lead details have been captured successfully.

5. Adding Lead Details to Salesforce CRM

Now that your trigger is set up and tested, the next step is to add the lead details to Salesforce. Click on ‘Add New Action Step’ in your workflow and search for ‘Salesforce’. Select it, and set the action event to ‘Create Lead’.

To connect Salesforce with Pabbly Connect, click on ‘Add New Connection’. Enter your Salesforce credentials and grant the necessary permissions. Since I have already set up this connection, I will select ‘Use Existing Connection’. Now, map the lead details from the previous step to the corresponding fields in Salesforce.

After mapping the required fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation message indicating that the lead has been added to Salesforce. Refresh your Salesforce account to check if the new lead appears with all the correct details.

Conclusion

In this tutorial, we demonstrated how to automatically add Facebook leads to Salesforce CRM using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and ensure that all new leads are captured efficiently. Try this automation for your business and enhance your workflow today!