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Automate Facebook Leads to Salesforce | Save 5 Hours Every Week

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To initiate the integration process, start by accessing Pabbly Connect. If you are an existing user, simply log in to your dashboard. For new users, open a browser and navigate to pabbli.com/connect to reach the Pabbly Connect landing page.

Once on the landing page, click on the “Sign Up for Free” button in the top right corner. This allows you to explore the features of Pabbly Connect without any initial investment. After signing up, you can choose to upgrade to a subscription plan using the discount code RIT YT for a special offer.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a new workflow. Click on the “Create Workflow” button and select “Create Using Quick Builder”. Here, you need to define your workflow by typing “Facebook Leads to Salesforce”.

Select Facebook Lead Ads as the trigger event.
Choose “New Lead Instant” as the action event.
Finalize by clicking “Approve and Create” to set up your workflow.

Your workflow is now ready within Pabbly Connect. The next step involves connecting your applications to automate the process.

3. Connecting Facebook Lead Ads to Pabbly Connect

To link Facebook Lead Ads with Pabbly Connect, click on the Facebook Lead Ads option in your workflow. Then, select the “Connect” button and choose “Add a New Connection”. Ensure that you are logged into your Facebook account beforehand.

After logging in, click the “Continue” button to finalize the connection. Once connected, select your Facebook page and the specific lead form you want to utilize. For example, you might select the “Property Inquiry Form”. After setting this up, click on “Save and Send Test Request” to capture data from your lead form.

4. Capturing Lead Data for Salesforce

To capture the lead data, you will need to utilize the Meta for Developers tool. Open a new tab and navigate to the Meta for Developers site. Select the “Resources” section, then “Developer Tools”, and finally choose the “Lead Ads Rule Debug Tool”.

Select the same Facebook page used in your workflow.
Choose the product as lead retrieval.
Click on “Preview Form” and fill in the required details.

Once you submit the form, return to your Pabbly Connect workflow. It will capture the lead data within seconds. This data will be used to create a new contact in Salesforce.

5. Connecting Salesforce to Pabbly Connect

For the final step, click on the Salesforce option in your workflow and select “Add a New Connection”. Ensure you are logged into your Salesforce account. Click “Allow” to grant Pabbly Connect the necessary permissions.

Next, you will map the lead data to create a new contact. Use the mapping feature to dynamically insert data from the previous step into Salesforce. For example, map the name, email address, and phone number accordingly. Finally, click on “Save and Send Test Request” to complete the integration.

Conclusion

In this tutorial, we demonstrated how to integrate Facebook Lead Ads with Salesforce using Pabbly Connect. This automation enables seamless data transfer, ensuring new leads are instantly added to your CRM for efficient management.