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Don’t Run Ads Before Watching This (Save Your Money) ⚠️

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect, first navigate to the Pabbly Connect website. Here, you can sign up for a free account or log in if you’re an existing user. This platform allows you to automate and integrate multiple applications effortlessly.

Once logged in, you will be directed to the dashboard. From here, click on the plus icon to create a new workflow. Choose the option to create from scratch, and select the new beta workflow builder for your automation process.

2. Setting Up Facebook Lead Ads as Trigger

In this section, you will set up Facebook Lead Ads as the trigger application in Pabbly Connect. The trigger is the event that starts your automation. For this workflow, select “Facebook Lead Ads” as your trigger application and choose “New Lead Instant” as the event.

Click the connect button to establish a new connection.
Select your Facebook account and click continue.
Choose the page and lead generation format.

After saving your settings, Pabbly Connect will wait for a webhook response. To generate this response, go to the Meta for Developers site and use the Lead Ads IQ debug tool to create a test lead.

3. Sending WhatsApp Messages via Pabbly Chartflow

Next, you will use Pabbly Connect to send a WhatsApp message using Pabbly Chartflow. Select “Pabbly Chartflow” as your application and choose “Send Text Message” as the event. Click on the connect button to create a new connection.

Enter your API token from the Pabbly Chartflow dashboard.
Map the WhatsApp recipient number from the previous step.
Customize your WhatsApp message content.

Once everything is set up, click on the save and send test request button. You should receive a confirmation that the message was sent successfully through Pabbly Connect.

4. Creating Contacts in Zoho CRM

Finally, you will create a new contact in Zoho CRM using Pabbly Connect. Select “Zoho CRM” as the application and choose “Create Contact” as the event. Click on the connect button to establish a new connection.

Enter your Zoho domain and click save. After granting permission, map the fields from the previous steps to create a new contact in your Zoho CRM. This includes mapping the first name, last name, and city name.

Click on the save and send request button to finalize the integration. You will see a positive response, indicating that the contact has been created successfully in Zoho CRM via Pabbly Connect.

5. Conclusion

This tutorial demonstrated how to integrate Facebook Lead Ads with WhatsApp and Zoho CRM using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring instant follow-ups and efficient data handling.

Utilizing Pabbly Connect streamlines your workflow, allowing you to focus on your business while maintaining excellent customer engagement.