Automate Facebook Lead Ads to Xero Contacts with Pabbly Connect

Learn how to automate the creation of Xero contacts for new Facebook Lead Ads leads using Pabbly Connect with this step-by-step tutorial. 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 automate the creation of Xero contacts for new leads from Facebook Lead Ads, first, access Pabbly Connect. This platform serves as the integration tool that connects Facebook Lead Ads with Xero seamlessly.

Begin by visiting the Pabbly Connect homepage. If you are a new user, click on the ‘Sign Up Free’ button to create an account, which allows you to explore the software with 100 free tasks each month. Existing users can simply sign in to their accounts.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, navigate to the dashboard where you can see all your applications. To create a new workflow that connects Facebook Lead Ads with Xero, click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow as ‘Create Xero Contact for Facebook Lead Ads’.
• Select a folder to organize your workflow; for this example, choose ‘Contacts’.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will be prompted to set up a trigger and an action. The trigger will be Facebook Lead Ads, and the action will be creating a new contact in Xero.

3. Setting Up the Trigger for Facebook Lead Ads

In this step, you will configure the trigger in Pabbly Connect to capture new leads from Facebook Lead Ads. Select Facebook Lead Ads as your trigger application and choose the event as ‘New Lead’. This ensures that every time a new lead is captured, it triggers the automation process.

Next, connect your Facebook account by clicking on ‘Connect’. If your Facebook Lead Ads account is already connected, you can select the existing connection. Otherwise, create a new connection by authorizing Pabbly Connect to access your Facebook account. After successful authorization, select the Facebook page and lead form you wish to use for capturing leads.

4. Testing the Trigger to Ensure Functionality

With your trigger set up, it’s essential to test its functionality. In Pabbly Connect, after saving the trigger setup, it will wait for a webhook response. To generate a test lead, use the Facebook lead testing tool. Delete any existing leads to create a new one, fill in the required fields, and submit the form.

• Select your page and lead form in the testing tool.
• Enter dummy data for the lead, including name, email, and phone number.
• Submit the lead and check the response in Pabbly Connect.

Upon successful submission, Pabbly Connect will capture the lead details, confirming that the trigger is functioning correctly.

5. Setting Up Action to Create a Contact in Xero

Now that the trigger is functioning, the next step is to set up the action in Pabbly Connect to create a new contact in Xero. Select Xero as your action application and choose the event as ‘Create Contact’. This action will automatically create a contact in your Xero account whenever a new lead is captured.

Connect your Xero account by clicking on ‘Connect’ and authorize Pabbly Connect to access your Xero data. After successful connection, map the fields from the Facebook lead data to the corresponding fields in Xero, such as first name, last name, email, and phone number. Once all required fields are mapped, click on ‘Save and Send Test Request’ to finalize the setup.

After successfully creating the contact, refresh your Xero account to verify that the new contact has been added. This completes the automation process, ensuring that every new lead from Facebook Lead Ads is recorded in Xero without manual entry.

Conclusion

In this tutorial, we demonstrated how to automate the creation of Xero contacts for new leads from Facebook Lead Ads using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and ensure accurate record-keeping with minimal effort.