Facebook Lead Automation for Real Estate Business

Learn how to automate Facebook lead ads and integrate them with Zoho CRM using Pabbly Connect in this detailed tutorial for real estate professionals. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Facebook Lead Automation

To start automating your Facebook lead ads for your real estate business, you need to access Pabbly Connect. Open a new tab and navigate to pabby.com/connect. Here, you can sign up for a free account or log in if you’re an existing user.

Once logged in, you will see various applications offered by Pabbly. Click on the Pabbly Connect option to begin creating your automation workflow. This integration will allow you to connect Facebook lead ads directly to Zoho CRM, ensuring that every new lead is captured efficiently.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the Create Workflow button. You will be prompted to choose between two workflow builders: the new beta version and the classic version. For this tutorial, select the new beta version for a more modern experience.

• Enter the workflow name as ‘Facebook Lead Automation for Real Estate Business’.
• Select the folder for organizing your workflow.
• Click the Create button to finalize the setup.

Your workflow is now created, and you can proceed to set the trigger for your automation, which is a crucial step in using Pabbly Connect.

3. Setting Up Trigger for Facebook Lead Ads

In this step, you will set the trigger application as Facebook Lead Ads. Click on the trigger application field and select Facebook Lead Ads from the dropdown menu. Then, choose the app event as New Lead Instant to capture new leads as they come in.

Next, click Connect and select Add New Connection. You will need to authorize Pabbly Connect to access your Facebook account. Once connected, choose your Facebook page and the lead generation form you want to monitor. Finally, click Save and Send Test Request to ensure the trigger is working correctly.

4. Integrating Zoho CRM with Pabbly Connect

After successfully setting up the trigger, it’s time to add the action application, which is Zoho CRM. Click the plus icon to add a new action and select Zoho CRM from the application list. Choose the app event as Create Contact to automatically add new leads to your CRM.

• Click Connect and choose Add New Connection.
• Enter your Zoho domain, usually ‘zoho.com’.
• Authorize Pabbly Connect to access your Zoho CRM account.

Now, map the fields from the Facebook lead to Zoho CRM. This mapping is essential as it allows Pabbly Connect to dynamically insert lead information into the correct fields in Zoho CRM. For example, map the first name, last name, email, and city from the lead details.

5. Testing and Enabling the Workflow

Once the mapping is complete, click Save and Send Test Request to verify that the integration works. Check your Zoho CRM to see if a new contact has been created with the details you provided.

After confirming that the workflow operates correctly, ensure to enable the toggle switch in Pabbly Connect to activate your automation. This step is crucial; if the toggle is off, the workflow will not function. Test the workflow again by submitting a new lead through your Facebook form to see if it automatically creates a contact in Zoho CRM.

Conclusion

In this tutorial, we explored how to automate your Facebook lead ads for real estate using Pabbly Connect and integrate them with Zoho CRM. By following these steps, you can efficiently manage leads and enhance your business operations.