Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Integration

To begin, access Pabbly Connect by typing ‘pabbly.com/connect’ in your browser. This platform enables seamless integration between various applications, including Facebook and Zoho CRM.

If you’re a new user, click on the ‘Sign Up for Free’ button to create an account, which allows you to execute 100 free tasks monthly. Existing users should click on ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, click on ‘Create Workflow’ on the right-hand side. This opens a new workflow creation page where you can define your automation.

Type a name for your workflow, such as “Facebook Leads to Zoho CRM”. Pabbly Connect will suggest necessary steps based on your inputs. This feature simplifies the setup process, allowing you to connect Facebook leads directly to Zoho CRM.

  • Click on ‘Create Message’ to send notifications.
  • Select the appropriate actions for each application.
  • Approve and create the workflow to finalize the setup.

After setting up, you need to build the necessary connections for the workflow to function correctly.

3. Connecting Facebook Leads to Pabbly Connect

To capture leads from Facebook, click on the ‘Connect’ button in Pabbly Connect. Then, select ‘Add New Connection’ to connect to Facebook Leads.

Once prompted, log in to your Facebook account and grant the required permissions. After successful authentication, choose the Facebook page associated with your leads, such as “Prime Properties”.

  • Select the lead generation form you want to connect.
  • Click ‘Save and Send Test Request’ to ensure the connection is established.
  • Verify that the lead details are captured correctly in Pabbly Connect.

This setup allows Pabbly Connect to automatically capture new leads from Facebook as they come in.

4. Sending Notifications to Google Chat

Next, you will connect Google Chat to Pabbly Connect for instant notifications. To do this, you need to generate a webhook URL from your Google Chat account.

Navigate to your Google Chat space and click on the settings icon. Select ‘Apps and Integrations’, then ‘Add Webhook’. After naming your webhook, click ‘Save’ to generate the URL. Copy this URL for the next step.

  • Paste the webhook URL into Pabbly Connect.
  • Draft your notification message, including dynamic fields like customer name and email.
  • Map the fields to ensure the correct data is sent.

After saving and sending a test request, check your Google Chat to confirm the notification has been received successfully.

5. Adding Leads to Zoho CRM

Finally, connect your Zoho CRM account to Pabbly Connect to add captured leads. Click on ‘Add New Connection’ and select Zoho CRM.

Authenticate your Zoho account by providing your domain and authorizing the connection. After connecting, select the module for leads and map the fields from your Facebook lead data to the corresponding fields in Zoho CRM.

  • Ensure all required fields in Zoho CRM are filled correctly.
  • Test the integration to confirm that leads are added successfully.
  • Check your Zoho CRM dashboard for new leads.

This integration allows you to manage leads efficiently, ensuring that all data is captured and stored in Zoho CRM automatically.

Conclusion

By using Pabbly Connect, you can automate the process of capturing Facebook leads and adding them to Zoho CRM. This integration not only streamlines your workflow but also ensures timely notifications via Google Chat, enhancing your team’s efficiency.