Instant Facebook Leads to Agile CRM — Auto-Create Contacts in Seconds Using Pabbly Connect

Learn how to integrate Facebook Leads with Agile CRM using Pabbly Connect to automatically create contacts in seconds. Follow this detailed tutorial for seamless automation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Facebook Leads with Agile CRM, the first step is accessing Pabbly Connect. You can do this by visiting the Pabbly website and signing in to your account. If you are new, you can sign up for free to get started.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create a new workflow, which is essential for setting up the integration between Facebook and Agile CRM. Click on the ‘Create Workflow’ button to begin.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow named ‘Instant Facebook Leads to Agile CRM’. This workflow will automate the process of adding leads from Facebook to Agile CRM. Select the new beta workflow builder for a modern experience. using Pabbly Connect

• Click on ‘Create Workflow’ and name it appropriately.
• Choose the folder for organization, such as ‘Facebook Lead Automations’.

After naming your workflow and selecting the folder, click on ‘Create’. This will take you to the next step where you will set up the trigger for your workflow.

3. Setting Up the Trigger for Facebook Lead Ads

The next step involves setting up the trigger in Pabbly Connect. You will select Facebook Lead Ads as your trigger application. In the trigger event, choose ‘New Lead Instant’ to ensure that every new lead generated will trigger the workflow.

To connect your Facebook account, click on ‘Connect’ and authorize access. Once connected, select the Facebook page and lead form you wish to use. Ensure that you have the correct page name and form from your Facebook Lead Ads.

• Select the page created for lead ads.
• Choose the lead form you will be using to capture leads.

After setting up the trigger, click on ‘Save and Send Test Request’ to ensure that the connection is working properly. You will then be ready for the next step in your automation process.

4. Setting Up Action to Create Contacts in Agile CRM

Now that your trigger is set, it’s time to set up the action in Pabbly Connect. Choose Agile CRM as your action application and select the ‘Create Contact’ action event. This will allow you to automatically create a contact in Agile CRM whenever a new lead is captured.

To establish the connection, you will need to enter your Agile CRM domain and API key. Navigate to your Agile CRM account, copy the required domain, and API key from the settings. Paste these into the respective fields in Pabbly Connect.

Enter your Agile CRM domain without ‘https://’ and ‘.com’. Copy the API key from your Agile CRM settings.

Once connected, map the fields from your Facebook lead to the corresponding fields in Agile CRM. This mapping is crucial for ensuring that the correct data is transferred.

5. Testing the Integration Workflow

With your trigger and action set up, it’s time to test the integration in Pabbly Connect. Perform a test submission through the Facebook Lead Ads testing tool. Fill out the form with dummy data and submit it to generate a lead.

After submission, check your Agile CRM to see if the contact has been created successfully. Refresh the contacts page in Agile CRM to verify that the lead appears correctly. This confirms that your automation setup is working flawlessly.

In summary, you have successfully integrated Facebook Lead Ads with Agile CRM using Pabbly Connect. This automation allows for instant contact creation, streamlining your lead management process.

Conclusion

Using Pabbly Connect to integrate Facebook Leads with Agile CRM allows for efficient and automatic contact creation. This tutorial guides you through each step of the process, ensuring seamless automation for your digital marketing efforts.