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Add New Meta Leads to Zoho CRM in Real Time

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating your CRM, first access Pabbly Connect by visiting pabbly.com/connect. This platform is essential for integrating various applications like Meta Leads and Zoho CRM.

Once on the homepage, you can choose to sign up for free if you’re a new user or sign in if you already have an account. Signing up gives you 100 free tasks every month, allowing you to explore Pabbly Connect without any cost.

2. Setting Up the Trigger with Facebook Lead Ads

In this step, you will set up a trigger in Pabbly Connect to initiate the workflow when a new lead is generated from Facebook Lead Ads. Select Facebook Lead Ads as your trigger application.

Choose the app event as “New Lead Instant”.
Click on the “Connect” button to establish a connection.
Select “Add New Connection” to link your Facebook account.

After connecting, select the page from which you will receive leads. Choose the specific lead generation form you want to use and set the response format to simple. Finally, click “Save and Send Test Request” to check if the connection works.

3. Submitting Meta Leads to Trigger the Automation

Now that you have set up the trigger, the next step is to submit a Meta Leads form. This will provide the necessary webhook response to Pabbly Connect.

Navigate to the Meta for Developers page and select the lead ads testing tool. Choose the same page and form you previously set up. Fill in the required fields such as email address, first name, last name, phone number, and city, then submit the form.

Ensure all fields are filled accurately.
Click “Continue and Submit” to send the lead data.

Once submitted, check Pabbly Connect for a response indicating that the lead data has been received.

4. Adding Zoho CRM as the Action Application

Next, you will set up Zoho CRM as the action application in Pabbly Connect to create a new contact from the submitted lead data. Search for Zoho CRM and select it.

Choose the app event as “Create Contact” and click on the connect button. Enter your Zoho CRM domain and allow access to link your account. This ensures that Pabbly Connect can send data to Zoho CRM securely.

Select the lead source in Zoho CRM.
Map the fields from the Meta Leads form to the corresponding fields in Zoho CRM.

After mapping, click on “Save and Send Test Request” to confirm that the contact is created in Zoho CRM.

5. Verifying the Integration Success

Finally, you will verify that the integration between Pabbly Connect, Meta Leads, and Zoho CRM is successful. Refresh your Zoho CRM contacts page to see if the new contact appears.

If everything is set up correctly, you should see the contact with the same details you submitted in the Meta Leads form. This confirms that Pabbly Connect has effectively automated the process of adding leads to your CRM.

No manual entry is needed; automation handles everything.
You can now focus on managing your leads instead of entering them manually.

This integration not only saves time but also reduces the chances of errors in data entry.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Meta Leads with Zoho CRM seamlessly. Automating this process can significantly enhance your efficiency by eliminating manual data entry.