Learn how to use Pabbly Connect to automate the integration of Facebook Leads into Privyr in real time and boost your sales effectively. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To boost sales by sending Facebook leads to Privyr in real time, the first step is accessing Pabbly Connect. You can do this by visiting Pabbly’s official website and signing into your account. If you are a new user, you can sign up for free and get 100 tasks monthly.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow to automate the lead integration process. To create a workflow, click on the ‘Create Workflow’ button and choose the new beta workflow builder for a more flexible experience.


2. Setting Up the Workflow in Pabbly Connect

After creating the workflow, you will need to set up the trigger application. In this case, select Pabbly Connect as the trigger application, which will be Facebook Lead Ads. The trigger event should be set to ‘New Lead Instant’. This action will initiate the workflow whenever a new lead is generated.

  • Select ‘Facebook Lead Ads’ as the trigger application.
  • Choose ‘New Lead Instant’ as the trigger event.
  • Click ‘Connect’ to establish the connection with Facebook.

Once you have established the connection, you will need to select the Facebook page and lead form associated with your lead ads. This will allow Pabbly Connect to capture the lead details effectively.


3. Mapping Facebook Leads to Privyr

With the trigger set up, the next step is to map the Facebook leads to the Privyr CRM. For this, you will add an action step in the workflow by selecting Pabbly Connect again as the action application. Choose ‘Create Client’ as the action event to add new leads to Privyr.

To connect to Privyr, you will need to enter your Privyr authentication token. This token can be found in your Privyr account under the integration settings. Once entered, you can use mapping to dynamically populate the client details from the Facebook lead response.

  • Select ‘Privyr’ as the action application.
  • Choose ‘Create Client’ as the action event.
  • Use mapping to enter lead details from Facebook.

After mapping the required fields, click ‘Save and Send Test Request’ to verify the integration. If successful, the new lead will be created in your Privyr account, demonstrating the effectiveness of Pabbly Connect in automating this process.


4. Testing the Integration with Pabbly Connect

To ensure everything is functioning correctly, it is crucial to test the integration set up with Pabbly Connect. This involves generating a test lead using the Facebook Lead Ads Testing Tool. By submitting a dummy lead form, you can check if the data flows seamlessly into Privyr.

After submitting the test lead, Pabbly Connect will capture the response. Check your Privyr account to confirm that the new client has been added successfully. This step is essential to ensure that your workflow is operational and that leads are being processed correctly.


5. Conclusion: Automate Your Lead Management with Pabbly Connect

In conclusion, using Pabbly Connect to automate the integration of Facebook leads into Privyr can significantly boost your sales process. By following the outlined steps, you can set up a seamless workflow that captures leads in real time, saving you time and increasing efficiency.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

With Pabbly Connect, managing leads becomes effortless, allowing you to focus on converting those leads into clients. Start automating your processes today and experience the benefits of real-time lead management.