How to Add or Update Zoho Campaigns Subscriber for Facebook Lead Ads Using Pabbly Connect

Learn how to seamlessly integrate Zoho Campaigns with Facebook Lead Ads using Pabbly Connect. Automate subscriber updates effortlessly with this step-by-step guide. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Zoho Campaigns and Facebook Lead Ads

To begin automating your lead management, first, access Pabbly Connect. This platform allows you to connect various applications seamlessly, including Zoho Campaigns and Facebook Lead Ads. Start by signing into your Pabbly Connect account or create a new one if you are a first-time user.

Once logged in, navigate to the dashboard where you can see all the available applications. Here’s how to set up your workflow:

• Click on the ‘Create Workflow’ button in the top right corner.
• Name your workflow as ‘Add or Update Zoho Campaigns Subscriber for Facebook Lead Ads Lead’.
• Select the appropriate folder to save your workflow.

After completing these steps, click on the ‘Create’ button. You will now see two sections: Trigger and Action, which are essential for the automation process.

2. Configuring the Trigger for Facebook Lead Ads

The next step involves setting up the trigger in Pabbly Connect. This trigger will detect new leads generated from Facebook Lead Ads. For this, select Facebook Lead Ads as your trigger application.

Choose the trigger event as ‘New Lead Instant’. Click on the ‘Connect’ button to establish a connection between Facebook Lead Ads and Pabbly Connect. Here’s how to do it:

• Select ‘Add New Connection’ to create a new link.
• Log into your Facebook account in a new tab to facilitate the connection.
• Authorize Pabbly Connect to access your Facebook Lead Ads data.

After successful authorization, select the Facebook page and lead generation form you wish to use. This setup ensures that whenever a new lead is generated, Pabbly Connect captures the lead’s information.

3. Testing the Trigger with a Test Lead

With the trigger configured, it’s time to test whether Pabbly Connect successfully captures lead data. Generate a test lead using Facebook’s Lead Ads testing tool. This step is crucial to ensure that your integration works correctly.

Follow these steps to create a test lead:

Open the Meta Lead Ad Assistant tool. Select your page and the lead form you created. Fill in the required fields (first name, last name, email, phone) and submit the form.

After submitting the test lead, return to Pabbly Connect to verify if the lead details have been captured successfully. If the data appears correctly, your trigger setup is complete.

4. Setting Up the Action for Zoho Campaigns

Now that the trigger is functioning, it’s time to configure the action step where Pabbly Connect will add or update the subscriber in Zoho Campaigns. Select Zoho Campaigns as your action application.

Choose the action event as ‘Add/Update Subscriber’. Click on the ‘Connect’ button to establish a connection with your Zoho Campaigns account. You will need to provide your Zoho domain for this connection:

Retrieve your Zoho domain from your Zoho account URL. Paste the domain into Pabbly Connect and click ‘Save’. Authorize Pabbly Connect to access your Zoho Campaigns data.

After authorization, select the list in Zoho Campaigns where you want to add the new subscriber. Map the fields from the test lead response to the corresponding fields in Zoho Campaigns to ensure accurate data transfer.

5. Finalizing the Integration and Testing

With the action step configured, it’s time to finalize the integration. Click on the ‘Save and Send Test Request’ button to ensure that the subscriber is added to your Zoho Campaigns account.

After the test request, check your Zoho Campaigns account to see if the new subscriber has been added successfully. You should receive a confirmation email to the subscriber’s email address, which they need to confirm to complete the subscription process.

Once confirmed, you can refresh your Zoho Campaigns contact list to see the new subscriber with all the mapped details. This successful integration demonstrates how Pabbly Connect effectively automates the process of adding or updating subscribers based on Facebook Lead Ads leads.

Conclusion

This tutorial has shown you how to use Pabbly Connect to automate the addition or updating of subscribers in Zoho Campaigns when new leads are generated from Facebook Lead Ads. By following these steps, you can streamline your lead management process and enhance your marketing efforts.