How to Add Leads in Apptivo from Facebook Lead Ads Using Pabbly Connect

Learn how to seamlessly integrate Facebook Lead Ads with Apptivo CRM using Pabbly Connect. Follow our step-by-step tutorial for effective lead management. 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 Integration

To add leads in Apptivo from Facebook Lead Ads, you need to start by accessing Pabbly Connect. Begin by visiting the Pabbly website and signing in or creating a new account if you don’t have one.

Once logged in, navigate to the ‘All Apps’ section and select Pabbly Connect. This platform will facilitate the integration between Facebook Lead Ads and Apptivo CRM, allowing for seamless lead management.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will create a new workflow. Click on the ‘Create Workflow’ button and name it ‘Facebook Lead Ads to Apptivo Integration’. This name can be customized based on your requirements.

• Click on the ‘Create’ button to proceed.
• You will see two windows: Trigger and Action.
• Select Facebook Lead Ads as the trigger application.

In the trigger window, choose ‘New Lead’ as the trigger event. Click on ‘Connect’ and then ‘Add New Permission’ to connect your Facebook Lead Ads account to Pabbly Connect.

3. Configuring Facebook Lead Ads in Pabbly Connect

After successfully connecting your Facebook account, select the Facebook page you wish to use for lead generation. Ensure that you have created a lead generation form on this page, as this will be the source of your leads.

Once the page is selected, click on ‘Save and Send Test Request’. At this point, Pabbly Connect will wait for a webhook response, which means you need to submit a test lead through your Facebook lead form.

• Fill out the lead form with test details.
• Submit the form to generate a response.
• Check back in Pabbly Connect for the captured lead details.

Once the response is captured, you will see the lead’s information, such as first name, last name, email, and phone number, displayed in Pabbly Connect.

4. Integrating Apptivo CRM with Pabbly Connect

Now that you have captured the lead details, the next step is to integrate Apptivo CRM. In the action window, select Apptivo CRM as your action application and choose ‘Create Lead’ as the action event.

Click on ‘Connect’ and then ‘Add New Connection’. You will be prompted to enter your API key and access key from your Apptivo account. This step is crucial for establishing a secure connection between Pabbly Connect and Apptivo CRM.

Log into your Apptivo account to generate the API keys. Copy and paste the API key and access key into Pabbly Connect. Click on ‘Save’ to establish the connection.

After connecting, map the lead details from the Facebook response to the corresponding fields in Apptivo CRM. This ensures that all relevant information is transferred accurately.

5. Testing and Saving Your Integration

Once the mapping is complete, click on ‘Save and Send Test Request’ in Pabbly Connect. This will create a test lead in your Apptivo CRM account. Check your CRM to confirm that the lead has been added successfully.

After verifying that the lead appears correctly in Apptivo, save your workflow in Pabbly Connect. This automation will now run in the background, ensuring that every time a lead form is filled on Facebook, a new lead is created in your CRM automatically.

Test the integration with another lead submission. Refresh your Apptivo CRM to see the new lead. Ensure all details are correct in the CRM.

This comprehensive setup allows you to automate lead management effectively using Pabbly Connect and ensures that no leads are missed.

Conclusion

Integrating Facebook Lead Ads with Apptivo CRM using Pabbly Connect streamlines your lead management process. By following this tutorial, you can automate the addition of leads, ensuring that your CRM is always up-to-date with the latest information.

Utilizing Pabbly Connect, you can enhance your business operations and improve efficiency in managing leads from various sources.