How to Add Facebook Leads to Podio Using Pabbly Connect

Learn how to seamlessly integrate Facebook Leads with Podio using Pabbly Connect. Follow our step-by-step guide to automate your lead management process. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Facebook Leads Integration

To integrate Facebook Leads with Podio, you will first need to access Pabbly Connect. Start by signing in to your Pabbly Connect account. If you’re a new user, click on the ‘Sign up for free’ button to create an account and enjoy 100 free tasks each month.

Once logged in, navigate to the all applications page and click on ‘Access Now’ under Pabbly Connect. This takes you to your dashboard where you can create a new workflow to automate the lead capture process.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button located in the top right corner. A dialog box will appear where you can name your workflow. Name it ‘Facebook Leads to Podio’ and save it in a folder named ‘Facebook Lead Ads to Podio’.

• Click on ‘Create’ to proceed to the trigger and action setup window.
• Set the trigger application as ‘Facebook Lead Ads’ and the trigger event as ‘New Lead Instant’.
• Select ‘Podio’ as the action application and ‘Create an Item’ as the action event.

By following these steps, you establish the framework for your automation process, ensuring that every new lead from Facebook is captured in Podio through Pabbly Connect.

3. Connecting Facebook Lead Ads in Pabbly Connect

To establish a connection between Facebook Lead Ads and Pabbly Connect, click on ‘Connect’ in the trigger window. Select ‘Connect with Facebook Lead Ads’. You will need to authorize the connection, which is done by logging into your Facebook account.

After authorization, select the Facebook page associated with your lead ads. For example, if your page is named ‘Sparkle Evenings’, choose that page. Next, select the lead gen form you created, such as ‘New Contact Leads Form’, to ensure the correct data is pulled from Facebook.

4. Testing the Webhook Response in Pabbly Connect

After setting up the connection, Pabbly Connect will wait for a webhook response. To test this, you need to submit a test lead. Go to the Meta for Developers page and use the Lead Ads Testing Tool.

• Select your Facebook page and lead form.
• Fill in the required fields such as contact number, email, first name, and last name.
• Submit the form to send the test lead.

Once submitted, you will see a confirmation that the test lead has been sent. Check Pabbly Connect to verify that the lead details have been captured successfully, confirming that the integration is functioning correctly.

5. Adding Facebook Leads to Podio via Pabbly Connect

With the successful test lead captured, the next step is to add these details to Podio. In the action window, click on ‘Connect’ to establish a connection between Pabbly Connect and Podio. Authorize the connection by logging into your Podio account.

Once connected, you will need to select your organization and workspace in Podio. For example, select your organization as ‘Second Organization’ and your workspace as ‘Integration’. Map the fields such as name, email, and phone number according to the required format.

After mapping the fields, click on ‘Save’ and then ‘Send Test Request’. If successful, you will see the Facebook lead details in your Podio account, confirming that Pabbly Connect has successfully automated the process of adding leads from Facebook to Podio.

Conclusion

Integrating Facebook Leads with Podio using Pabbly Connect allows for seamless lead management. By following this guide, you can automate the process of adding new leads to your Podio account efficiently.