Automate Your Business in 10 Minutes — Watch Me Build the Workflow!

Learn how to automate your business processes in just 10 minutes using Pabbly Connect. Step-by-step tutorial to integrate Facebook Lead Ads and Zoho CRM. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To start automating your business processes, you need to access Pabbly Connect. Simply type the URL Pabbly.com/connect into your browser. This will take you to the Pabbly Connect landing page where you can either sign in or sign up for a free account.

If you are new, click on the ‘Sign Up Free’ button to create an account. Existing users can click ‘Sign In’. Signing up gives you 100 free tasks each month to practice using Pabbly Connect. After logging in, you will access the dashboard where you can create your workflows.

2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to select a workflow builder. Choose the modern, faster, and more flexible beta workflow builder.

• Click on ‘Select’ to proceed.
• Provide a name for your workflow, such as ‘Automate Your Business Using Pabbly Connect’.
• Select a folder for the workflow and click ‘Create’.

After creating the workflow, you will see the option to add a trigger. The trigger is the event that initiates your workflow. In this case, you will select Facebook Lead Ads as your trigger application.

3. Setting Up Facebook Lead Ads in Pabbly Connect

Click on the ‘Add Trigger’ button and select Facebook Lead Ads. Choose the event as ‘New Lead Instant’. Then, click on the ‘Connect’ button to establish a connection.

To create a connection, click on ‘Add New Connection’. Log into your Facebook account if prompted, and allow the necessary permissions. After successful connection, you will select your Facebook page and lead form. Ensure you choose the correct page and form to capture leads.

• Select the page from the dropdown menu.
• Choose the form to capture leads.
• Click ‘Save and Send Test Request’ to test the connection.

After testing, you should see a response indicating that the connection is successful. This confirms that Facebook Lead Ads is set up correctly within Pabbly Connect.

4. Integrating Zoho CRM with Pabbly Connect

Next, you will add an action step to your workflow. Click on ‘Add New Action Step’ and search for Zoho CRM. Select it as your action application. using Pabbly Connect

Choose the action event as ‘Create Contact’. Click ‘Connect’ and then ‘Add New Connection’. You will need to provide the domain of your Zoho CRM account, which can be found in your Zoho account settings.

Enter the domain and click ‘Save’. Allow access to complete the connection. Map the fields from Facebook Lead Ads to Zoho CRM.

Mapping ensures that the data received from Facebook Lead Ads is automatically entered into the correct fields in Zoho CRM, making the process seamless and efficient.

5. Testing and Finalizing Your Automation

After mapping the fields, click on ‘Save and Send Test Request’. This will send the data to Zoho CRM, creating a new contact with the information captured from Facebook Lead Ads.

Once the test is complete, navigate to your Zoho CRM account to verify that the new contact has been created successfully. Refresh the contacts page to see the newly added lead.

With this, you have successfully set up an automated workflow using Pabbly Connect. This automation will save you time and reduce errors in managing leads.

Conclusion

In this tutorial, we explored how to automate your business processes using Pabbly Connect. By integrating Facebook Lead Ads with Zoho CRM, you can streamline your lead management effectively. Start using Pabbly Connect today to enhance your business automation!