How to Create Salesmate Contacts from Facebook Leads

Learn how to automate the creation of Salesmate contacts from Facebook leads using Pabbly Connect in this step-by-step tutorial. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Salesmate contacts from Facebook leads, start by accessing Pabbly Connect. Visit the Pabbly Connect website and log in to your account. If you are a new user, you can sign up for free. After logging in, you will reach the Pabbly Connect dashboard, where you can begin setting up your workflow.

Once on the dashboard, click on the ‘Create Workflow’ button. Choose the new beta method for a more modern approach, and name your workflow as ‘Create Salesmate Contact from Facebook Leads’. This sets the stage for automating the integration between Facebook leads and Salesmate through Pabbly Connect.

2. Setting Up the Trigger in Pabbly Connect

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application. Choose the event as ‘New Lead Instant’. Click on the ‘Connect’ button to proceed with establishing the connection.

• Select the Facebook account associated with your lead ads.
• Choose the Facebook page used for your ads.
• Select the lead form you are using to collect leads.

After saving the settings, generate a test lead through your Facebook lead form. Refresh the Pabbly Connect dashboard to ensure that the new lead details are captured. This confirms that your trigger is working correctly with Pabbly Connect.

3. Mapping Data to Salesmate in Pabbly Connect

With the trigger set up, the next step involves mapping the lead data to create a new contact in Salesmate. In this part of the workflow, select ‘Salesmate’ as the action application and choose the event ‘Create Contact’. Click ‘Continue’ to proceed.

To connect to your Salesmate account, you will need to provide the account URL and session token. The account URL is derived from your Salesmate login URL, while the session token can be found in your Salesmate profile settings. This step is crucial for Pabbly Connect to successfully send data to Salesmate.

• Map the first name, last name, email, and phone number from the Facebook lead data.
• Specify additional details such as company name and lead type.

Once all necessary fields are mapped, click on the ‘Save and Send Test Request’ button. This action will create a new contact in Salesmate, confirming that Pabbly Connect has successfully integrated the two platforms.

4. Testing the Integration between Facebook Leads and Salesmate

After mapping the data, it’s essential to test the integration to ensure everything is functioning as expected. Generate a test lead again using your Facebook lead form. This time, check the Salesmate contacts page to verify that the new contact has been added.

Refresh the contacts page in Salesmate, and you should see the newly created contact with the details you entered in the lead form. This successful creation indicates that Pabbly Connect has effectively captured the lead data from Facebook and created a contact in Salesmate.

5. Conclusion: Automating Your Salesmate Contacts with Pabbly Connect

In conclusion, using Pabbly Connect to automate the creation of Salesmate contacts from Facebook leads streamlines your lead management process. By following the steps outlined above, you can ensure that every lead generated through Facebook is automatically added to your Salesmate account.

This automation not only saves time but also enhances your ability to manage leads effectively. With Pabbly Connect, you can focus on converting leads into customers without the hassle of manual data entry.