Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with Agile CRM, you first need to access Pabbly Connect. Open your browser and navigate to pabbly.com/connect. This will lead you to the Pabbly Connect homepage, where you can either sign up for a free account or log in if you’re an existing user.

Once logged in, you’ll see various Pabbly apps. Click on “Access Now” under Pabbly Connect to enter the dashboard. This is where you will set up your automation workflow. If you are a new user, consider using the discount code “aromyt” for a special offer on your subscription.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow for the integration. Select “Create from Scratch” to start building your automation. You will be prompted to describe what you want to automate. Enter, “When a new lead comes in from Facebook Lead Ads, add it to Agile CRM.” This description helps Pabbly Connect understand your requirements.

  • Select the trigger event as “New Lead Instant” from Facebook Lead Ads.
  • For the action event, choose “Create Contact” in Agile CRM.

Once you have set this up, review the workflow preview. If everything looks correct, click “Approve and Create” to finalize your workflow. You will now receive a unique workflow link, confirming that your setup in Pabbly Connect is successful.

3. Configuring Facebook Lead Ads in Pabbly Connect

Next, we need to configure the Facebook Lead Ads integration within Pabbly Connect. Click on “Connect with Facebook Lead Ads” and select your Facebook account. Grant access to allow Pabbly Connect to retrieve lead information securely.

After connecting, you will be prompted to select the Facebook page and lead generation form. Choose your page, “Natural Glow Skin Care,” and select the corresponding lead gen form from the dropdown menu. Ensure that the response format is set to “Simple” for organized data retrieval.

  • Click “Save and Send Test Request” to initiate the connection.
  • You will need to generate a test lead for the connection to work.

To create a test lead, use the Lead Ads Testing Tool by Meta. This will help you simulate a lead submission that Pabbly Connect will process.

4. Adding Leads to Agile CRM Using Pabbly Connect

After generating a test lead, you can now set up the action to add leads to Agile CRM. In Pabbly Connect, select Agile CRM as your app and choose the “Create Contact” action event. You will need to connect to your Agile CRM account by entering your domain, API key, and login email.

To find your Agile CRM domain, check the URL in your settings. For the API key, navigate to Admin Settings, then Developers and API. Copy the API key and paste it into Pabbly Connect. After entering your credentials, click “Save” to establish the connection.

  • Map the lead details such as first name, last name, email, and phone number from the previous step.
  • Click “Save and Send Test Request” to create the contact in Agile CRM.

Once completed, check your Agile CRM contacts to verify that the new lead has been added successfully. This confirms that your automation is working as intended through Pabbly Connect.

5. Testing the Integration with Pabbly Connect

To ensure everything is functioning correctly, perform another test submission using the Lead Ads Testing Tool. Delete any previous leads to allow for a new submission. After refreshing the tool, select your page and form, and input dummy details for the new lead.

Once you submit the test lead, go back to Agile CRM and refresh the contacts list. You should see the new lead added automatically, demonstrating the seamless integration facilitated by Pabbly Connect. This real-time automation saves you time and effort by eliminating manual data entry.

In summary, this process showcases how Pabbly Connect effectively links Facebook Lead Ads with Agile CRM, allowing for efficient lead management and streamlined workflows.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to automate the integration of Facebook Lead Ads with Agile CRM. By following these steps, you can enhance your lead management process and improve efficiency in your business operations.