Automatically Create New Webex Interact Contacts from Facebook Leads

Learn how to automate the creation of Webex Interact contacts from Facebook leads using Pabbly Connect. Step-by-step tutorial with detailed instructions. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate the creation of new Webex Interact contacts from Facebook leads, you first need to access Pabbly Connect. Start by opening a new tab and navigating to Pabbly.com/connect. Here, you will see options to sign in or sign up for free. If you are a new user, you can create an account to explore the features of Pabbly Connect with 100 free tasks every month.

Once you have logged in, you will be directed to the all Pabbly apps section. Click on the ‘Access Now’ button for Pabbly Connect. From the dashboard, you can begin creating your automation workflow. This initial step is crucial as it sets the foundation for integrating your Facebook leads with Webex Interact.

2. Creating the Automation Workflow in Pabbly Connect

In Pabbly Connect, to create a new automation workflow, click on the ‘Create Workflow’ button. You will be prompted to select the new beta method version for the workflow. Name your workflow as ‘Automatically Create New Webex Interact Contacts from Facebook Leads’ and choose the appropriate folder for organization. After this, click on the ‘Create’ button to finalize the workflow setup.

• Select the trigger application as Facebook Lead Ads.
• Set the event to ‘New Lead Instant’ to capture new lead data.
• Click on the ‘Connect’ button to establish a connection.

After setting up the trigger, you will need to connect your Facebook account to Pabbly Connect. This connection allows Pabbly Connect to capture leads generated through your Facebook lead ads. Make sure to select the correct Facebook page and lead generation form to ensure accurate data capture.

3. Testing the Facebook Lead Ads Connection

Once you have established the connection between Facebook Lead Ads and Pabbly Connect, it is essential to test whether the integration is functioning correctly. Generate a test lead using the Meta Lead Ads testing tool. Select your Facebook page and lead form, then click on the ‘Create Lead’ button.

After generating the test lead, return to your Pabbly Connect workflow. You should see the test lead data captured in the trigger response, including the first name, last name, email, phone number, and company name. This confirmation ensures that Pabbly Connect is correctly receiving lead information from Facebook.

4. Adding Webex Interact as an Action in Pabbly Connect

Now that the trigger is set up and tested, the next step is to add Webex Interact as an action in your Pabbly Connect workflow. Select Webex Interact as the action application and choose the event as ‘Create Contact.’ Click on the ‘Connect’ button to set up the connection.

• Log into your Webex account to obtain the API token required for connection.
• Create a new API project and name it appropriately.
• Copy the generated token and paste it into Pabbly Connect.

After successfully connecting Webex Interact, select the list where you want to add the new contact. Map the lead data fields from the previous step to ensure that the correct information is added to Webex Interact. This mapping is crucial for the automation to work seamlessly.

5. Finalizing the Automation and Testing

To finalize your automation in Pabbly Connect, ensure all necessary fields are mapped correctly. This includes the phone number, first name, last name, email address, and company name. Once all fields are filled, click on the ‘Send Test Request’ button to verify that the contact is created in Webex Interact.

Even if you receive an error due to dummy data, remember that the workflow will function correctly with real lead data. Once you have tested the setup, you can leave the workflow as is. In real-time, new leads captured from Facebook will automatically create contacts in Webex Interact without any manual intervention.

Conclusion

By following these steps, you can effectively automate the process of creating new Webex Interact contacts from Facebook leads using Pabbly Connect. This integration not only saves time but also enhances your ability to manage leads efficiently.