How to Add Facebook Leads to Salesforce CRM Using Pabbly Connect

Learn how to integrate Facebook leads with Salesforce CRM using Pabbly Connect in this detailed step-by-step tutorial. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Facebook leads into Salesforce CRM, you need to access Pabbly Connect. Begin by navigating to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your web browser.

Once on the homepage, you will see options for signing in or signing up. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can simply click on ‘Sign in’. After logging in, you will be directed to the dashboard where you can create a new workflow.

2. Creating a New Workflow in Pabbly Connect

Creating a new workflow in Pabbly Connect is essential for integrating Facebook leads with Salesforce. Click on the ‘Create Workflow’ button, and a dialog box will appear asking for a workflow name. Enter a descriptive name such as ‘Add Facebook Leads to Salesforce CRM’.

• Select a folder to save your workflow, e.g., ‘Facebook Lead Ads Marketing Automations’.
• Click on the ‘Create’ button to finalize your workflow setup.

After creating the workflow, you will see two main sections: Trigger and Action. The Trigger is what starts the workflow, and the Action is what happens as a result. Here, you will set Facebook Lead Ads as the Trigger and Salesforce CRM as the Action.

3. Setting Up the Trigger Application: Facebook Lead Ads

In this step, you will configure the Trigger application using Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application and choose the trigger event ‘New Lead Instant’. This event ensures that your workflow responds immediately when a new lead is generated.

• Click on ‘Connect’ to establish a new connection with Facebook Lead Ads.
• Log in to your Facebook account to authorize the connection.

After connecting, select the Facebook page and the lead generation form you want to use. Click ‘Save and Send Test Request’ to ensure that the connection is working correctly. You will need to submit a test lead to verify that your setup is successful.

4. Setting Up Action: Adding Leads to Salesforce CRM

Now that your trigger is set up, it’s time to configure the action in Pabbly Connect. Select ‘Salesforce’ as the action application and choose the action event ‘Create Record’. This action will allow you to add new leads directly into Salesforce CRM.

Click on ‘Connect’ to establish a connection with your Salesforce account. Authorize Pabbly Connect to access your Salesforce account.

Once connected, you will need to map the fields from the Facebook lead response to the corresponding fields in Salesforce. For example, map the full name to the lead’s first and last name, and include other details like email and phone number. Click ‘Save and Send Test Request’ to finalize this setup.

5. Verifying the Integration and Automation

After setting up both the trigger and action, it’s vital to verify that the integration works seamlessly. Use the test lead submission feature in Pabbly Connect to ensure that the lead information is correctly sent to Salesforce CRM.

Submit a test lead using the Facebook Lead Ads testing tool. Check Salesforce CRM to confirm that the lead is created successfully.

If the lead appears in Salesforce with the correct details, your integration is successful. This means that every time a new lead is generated on Facebook, it will be automatically added to Salesforce CRM without any manual effort.

Conclusion

Integrating Facebook leads into Salesforce CRM using Pabbly Connect streamlines your lead management process. This tutorial has provided a step-by-step guide to automate the addition of real estate leads into Salesforce, ensuring efficiency and accuracy in your CRM operations.