Automate Lead Management with Pabbly Connect in Minutes

Learn how to automate lead management using Pabbly Connect with Facebook Lead Ads, Google Sheets, Zoho CRM, and Slack. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Management

To automate lead management, first access Pabbly Connect by typing the URL in your browser. Once on the homepage, you will see options to sign in or sign up for free.

If you are a new user, click on the ‘Sign up for free’ button to create an account. Existing users can log in directly. After signing in, you will be directed to the dashboard where you can create workflows to automate tasks.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button to start automating lead management. A dialog box will prompt you to name your workflow. Name it ‘Automate Lead Management with Pabbly Connect’ and select a folder for organization.

• Click on ‘Create’ to finalize your workflow.
• You will see a blank workflow screen with two sections: Trigger and Action.
• The Trigger is the event that starts the workflow, and Action is what happens as a result.

Choose Facebook Lead Ads as the trigger application to capture leads generated through your ads. This setup will allow Pabbly Connect to streamline your lead management process effectively.

3. Setting Up Trigger with Facebook Lead Ads

In this step, you will configure the trigger for your workflow using Pabbly Connect. Select ‘New Lead Instant’ as the trigger event. Click on ‘Connect’ to establish a connection between Facebook Lead Ads and Pabbly Connect.

Once connected, you will need to select your Facebook page and the lead form associated with your ads. This will enable Pabbly Connect to capture lead details as they come in.

• Select your Facebook page (e.g., Prime Properties).
• Choose the lead generation form you created for your ads.
• Click on ‘Save and Send Test Request’ to verify the setup.

After testing, Pabbly Connect will confirm the successful connection, allowing you to capture lead details effectively.

4. Recording Leads in Google Sheets Using Pabbly Connect

Next, you will set up an action step to record the captured leads in Google Sheets using Pabbly Connect. Select Google Sheets as your action application and choose ‘Add New Row’ as the action event.

Connect your Google Sheets account by clicking on ‘Connect’ and selecting your account. Allow Pabbly Connect to access your Google Sheets for seamless integration. Specify the spreadsheet name (e.g., New Leads Detail) and select the appropriate sheet.

Map the lead details such as name, email, phone number, and type of property. Click ‘Save and Send Test Request’ to verify if the data is recorded correctly. Check your Google Sheets to confirm the new lead entry.

This step ensures that all leads are systematically recorded, making it easier to manage them later.

5. Adding Leads to Zoho CRM via Pabbly Connect

After recording leads in Google Sheets, the next step is to add them to Zoho CRM using Pabbly Connect. Select Zoho CRM as your action application and choose ‘Insert or Update Record’ as the action event.

Connect your Zoho CRM account by providing the domain name from your Zoho URL. Once authorized, map the lead details to the appropriate fields in Zoho CRM, including first name, last name, email, and phone number.

Select the module name as ‘Leads’ in Zoho CRM. Map additional fields such as city and state if available. Click ‘Save and Send Test Request’ to finalize the integration.

This integration allows Pabbly Connect to automatically add new leads to your Zoho CRM, enhancing your lead management process.

Conclusion: Notifying Your Team on Slack with Pabbly Connect

Lastly, set up a notification system for your team using Slack through Pabbly Connect. Select Slack as your action application and choose ‘Send Channel Message’ as the action event. Connect your Slack account and select the relevant channel.

Compose a message to inform your team about the new lead, mapping the lead details as needed. This ensures that your team is always updated on new leads, facilitating timely follow-ups.

By following these steps, you have successfully automated lead management using Pabbly Connect, integrating Facebook Lead Ads, Google Sheets, Zoho CRM, and Slack without any coding skills. This streamlined process enhances efficiency and improves your team’s response time to potential clients.