Do you want to know how to create Salesforce lead from new Facebook lead ads in real-time? If that’s the case then we are suggesting a technique to integrate Facebook and Salesforce using Pabbly Connect.

Basically, Pabbly Connect is an integration and automation software that lets you transfer data automatically between remote applications.

How to Create Salesforce Lead from New Facebook Lead Ads

Before we bounce straight into the integration process, let us get a smidgen of information about both services. Facebook is a social media platform or social networking site that allows the user all over the world to connect and interact. However, Salesforce is a cloud-based software company that provides CRM service and also a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, etc.

Since Facebook and Salesforce don’t have any direct way of integration between them, that’s why here we are using Pabbly Connect.

Why Choose This Method Of Integration?

In contrast with other integration services-

  • Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
  • Create “Unlimited Workflows” and smoothly define multiple tasks for each action
  • As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
  • Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
  • Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE

Sign Up To Pabbly Connect 

After integrating these services, you can easily add new Facebook leads to Salesforce as leads automatically. Moreover, we’ve embedded a video below to assist you with this automation process-

Moreover, if you want to save some time in making this automation from scratch, we have attached a template for the same. Just simply click on the below image to get started quickly and in case you are looking for more apps/integrations, simply visit the Marketplace.

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Hence, without further delay, let’s follow the step by step procedure to integrate Facebook and Salesforce.

Step 1: Sign up to Pabbly Connect

Sign Up

Begin the process to create Salesforce lead from new Facebook lead ads by pressing the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Later, either fill-up all the details manually or sign up using Gmail credentials.

Try Pabbly Connect for FREE

Step 2: Access Pabbly Connect

Select Connect

Next, after logging into the account, tap on the ‘Access Now’ button as shown in the above image.

Step 3: Workflow for Facebook to Salesforce Integration

(a) Start with a New Workflow

Create New Workflow

Start by creating a workflow for your integration by pressing the ‘Create Workflow’ button.

(b) Name the Workflow

Name the Workflow

Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘Facebook Lead Ads to Salesforce Lead’, you can obviously name the workflow as per your requirements.

Step 4: Setting Trigger for Facebook to Salesforce Integration

As soon as you are done naming your workflow, you have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now.

(a) Select Application you Want to Integrate

Select-Facebook-1_censored

Now, we will select the application that we want to integrate. In this case, we are selecting ‘Facebook Lead Ads’ for integration. In the method section, select ‘New Lead’.

(b) Click the Connect Button

Connect-with-Facebook_censored

After choosing the application, click on the ‘Connect with Facebook Lead Ads’ button to move forward.

Step 5: Connecting Facebook to Pabbly Connect

Authorize Application Facebook

To connect Facebook to Pabbly Connect, you have to authorize the application. For that, you need to log in to your Facebook account.

Next, a window will pop up, here click on the ‘Connect With Facebook Lead Ads’ button and authorize your Facebook account.

Step 6: Add a Test Lead

To check if the integration is capturing data or not, we will add a dummy lead in Facebook.

(a) Click on Publishing Tools

Publishing Tools Facebook

Now, go to your Facebook page and click on the ‘Publishing Tools’ option.

(b) Go to Forms Library

Forms Library Facebook

Next, you have to click on the ‘Forms Library’ option to reach the forms page that you have created.

(c) Preview Form

Preview Forms Facebook

Here, select any of the listed forms and then click on the ‘Preview’ link to add a new lead.

(d) Create Lead

Create Lead Facebook

Next, add the name and email of the lead and hit the ‘Next’ button and submit the lead.

(e) Send Test Request

Send Test Request Facebook

Subsequently, Pabbly Connect fetches all the pages and forms available on that Facebook account. Simply, select the page and forms from which you want to get the leads. And then click on the ‘Save & Send Test Request’ button to capture the data from Facebook.

Step 7: Test the Response in Pabbly Connect Dashboard

Save the Webhook Response

Once you click on the ‘Save & Send Test Request’ in Pabbly Connect, the lead info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ button.

Step 8: Setting Actions for Facebook to Salesforce Integration

To make this Facebook-Salesforce integration work, you have to choose three actions for your trigger. The first action of ‘Data Transformers’ to simplify the data that we got in the trigger event, the second action of ‘Text Formatter’ to split the lead’s name in a proper format. And the third action is of ‘Salesforce’ to create a lead.

(a) Select Application you Want to Integrate

Data Transformer

To add the Data Transformer, click on the plus (+) button and select ‘Data Transformer’ from the choose app drop-down and select in the ‘Action Event’ ‘Facebook Leads Ad’.

(b) Click the Connect Button

Connect with Data Transformer

After selecting the application, click on the ‘Connect With Data Transformer’ button.

(c) Map the Fields

Map the Fields Data Transformer

Now, it’s time to map the field data. Simply click on the map button and select the ‘field_data’ which you received through Facebook Lead Ads trigger and then hit the ‘Save & Send Test Request’ button.

(d) Save the API Response

Save the API Response Data Transformer

Here, we got the response in the correct format, click on the ‘Save’ button.

(e) Select Application you want to Integrate

Select Text Formatter

Now, to format the text, just hit the (+) button and then, select ‘Text Formatter’ in choose app, and in the action event select ‘Split Text’. Then, click on the ‘Connect With Text Formatter’ button.

(f) Map the Fields

Map the Fields Text Formatter

Now, map the field to make the text in a proper format. After mapping all the details, simply press the ‘Save & Send Test Request’ button.

(g) Save the API Response

Save the API Response Text Formatter

Lastly, you will get the API response. And as you can see, now the text is in the proper format. Now, press the ‘Save’ button.

(h) Select Application you want to Integrate

Select-Salesforce

Now in this step, click on the + button below and choose the application that you want to integrate. Here we have chosen ‘Salesforce’ to integrate and in the method section select ‘Create Lead’.

(i) Click the Connect Button

Connect-with-Salesforce

After choosing the application click on the ‘Connect with Salesforce’ button to move forward.

Step 9: Connecting Salesforce to Pabbly Connect

To connect Salesforce with Pabbly Connect, you need to authorize the application. For that, you need to log into your Salesforce account.

(a) Authorize Application

Authorize Application Salesforce

When you click on the ‘Connect’ button, a window will slide in from the right, here you have to again click on the ‘Connect with Salesforce’ button and then grant permission to integrate your Salesforce account with Pabbly Connect.

(b) Map the Fields

Map the Fields

Once you are connected with your Salesforce account, now you have to add all the field’s data like name, email, etc. Map up all the fields quickly.

(c) Send a Test Request

Send Test Request

Once you are done mapping up all fields click on the ‘Save & Send Test Request’ button.

Step 10: Check Response in Salesforce Dashboard

Check Response

Here, you can see the integration was successful and the lead from Facebook lead ads has been added to the Salesforce as a Lead automatically.

Conclusion –

Finally, so this is our way and it is the easiest and fastest method to create Salesforce lead from new Facebook lead ads automatically. Because of Pabbly Connect, you can integrate unlimited apps, create unlimited workflows, automate all your projects, and so much more.

You can experience all of these perks without even paying anything as you get to signup for free. You just have to make a few clicks and you are good to go. Therefore, signup now to experience the best integration and automation service.

In case of any queries or suggestions, leave your comments below. We will try to get back to you as soon as possible.

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