Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To integrate Facebook Lead Ads with Priv CRM, you first need to access Pabbly Connect. Begin by navigating to the Pabbly website at pabbly.com. Here, you will find options to either sign in or sign up for a free account, which provides you with 100 tasks each month.

If you are a new user, click on the “Sign up for free” option. Existing users should select “Sign in”. Once logged in, you will be taken to the Pabbly Apps dashboard. From there, select Pabbly Connect to start creating your workflow.

2. Creating a New Workflow in Pabbly Connect

After accessing Pabbly Connect, you can create a new workflow. Click on the “Create Workflow” button, and name your workflow, for example, “Connect Facebook Lead Ads to Priv CRM”. Select the appropriate folder, such as “Facebook Lead Automations”, and click on “Create”.

  • Click on the “Create Workflow” button.
  • Name your workflow.
  • Select the folder for organization.

Your workflow is now created successfully. You will see a prompt to enter your trigger application. The trigger is the event that starts the automation process.

3. Setting Up the Trigger for Facebook Lead Ads

In this step, you will set up the trigger for Facebook Lead Ads in Pabbly Connect. Choose Facebook Lead Ads as your trigger application and select the “New Lead Instant” trigger event. Click on “Connect” to establish the connection.

If you don’t have an existing connection, select the option to add a new connection. You will need to log in to your Facebook account to complete this process. Once connected, you will be prompted to enter the page name and lead form.

  • Select Facebook Lead Ads as the trigger application.
  • Choose the “New Lead Instant” trigger event.
  • Log in to your Facebook account to connect.

After connecting, enter the page name from your Facebook account and select the appropriate lead form. This will enable Pabbly Connect to capture new leads automatically.

4. Testing the Connection in Pabbly Connect

Once you have set up the trigger, it’s crucial to test the connection in Pabbly Connect. Click on “Save and Send Test Request” to check if the connection is working properly. You will see a message indicating that it is waiting for a webhook response.

To generate a test lead, submit a form through your Facebook Lead Ads. After submitting the form, return to Pabbly Connect to see if the lead information has been captured successfully. This confirms that the connection is operational.

  • Click on “Save and Send Test Request”.
  • Submit a test lead through your Facebook Lead Ads.
  • Check Pabbly Connect for captured lead information.

If the test is successful, you will see the lead details in your workflow. This indicates that Pabbly Connect is correctly capturing leads from Facebook.

5. Adding the Lead to Priv CRM Using Pabbly Connect

The final step is to add the captured lead to your Priv CRM through Pabbly Connect. In the action application, search for Priv CRM and select the “Create Client” action event. Click on “Connect” to establish the connection.

You will need to enter the token provided by Priv CRM to complete the connection. Once connected, map the lead fields from Facebook to the corresponding fields in Priv CRM. This ensures that every new lead is accurately added to your CRM.

  • Search for Priv CRM in the action application.
  • Select the “Create Client” action event.
  • Map lead fields from Facebook to Priv CRM.

After mapping the fields, click on “Save and Send Test Request”. You should see a confirmation message indicating that the lead has been successfully added to your Priv CRM.

Conclusion

In this tutorial, we learned how to integrate Facebook Lead Ads with Priv CRM using Pabbly Connect. By following the steps outlined, you can automate the process of capturing leads and adding them directly to your CRM, enhancing your business efficiency.