Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for Your Integration

To start integrating Facebook Lead Ads with Salesforce and WhatsApp, first, access Pabbly Connect. If you’re new, visit pabbly.com/connect and create a free account. This platform allows you to automate workflows easily.

After signing up, you will receive 100 free tasks every month to explore the features of Pabbly Connect. Once logged in, you will be directed to the dashboard where you can manage your automation workflows.

2. Creating a New Workflow in Pabbly Connect

To create a new workflow in Pabbly Connect, click on the “Create Workflow” button. You have three ways to initiate this process, but for this tutorial, we’ll use the Quick Builder for its efficiency.

  • Select the trigger as “New Lead” from Facebook Lead Ads.
  • Choose the action as “Create Contact” in Salesforce.
  • Add Google Sheets to store lead details as “Add New Row”.
  • Finally, select Pabbly Chatbot for sending a WhatsApp message.

Once these selections are made, click on “Approve and Create”. This action will generate your workflow in Pabbly Connect successfully.

3. Connecting Facebook Lead Ads to Pabbly Connect

In this step, you will connect your Facebook Lead Ads account to Pabbly Connect. Click on the Facebook Lead Ads application and then the “Connect” button. If you are adding a new connection, select the appropriate option.

Log into your Facebook account and select the page for your ads, in this case, “God Magic Makers”. Choose the lead generation form labeled “New Leads” and click “Save and Send Test Request”. Upon successful connection, you will receive a positive response indicating that Pabbly Connect is correctly linked to your Facebook Lead Ads.

4. Connecting Salesforce with Pabbly Connect

Next, you need to connect Salesforce to Pabbly Connect. Click on the Salesforce application and select the “Connect” button. If prompted, create a new connection and allow access to your Salesforce account.

In the mapping fields, enter the first name and other relevant details received from Facebook Lead Ads. Mapping is crucial as it makes data dynamic, allowing Pabbly Connect to automatically update each time a new lead is submitted.

After mapping, click on “Save and Send Test Request” to verify the connection. You should see a new contact created in Salesforce with the details provided. This confirms that the integration between Pabbly Connect and Salesforce is functioning as intended.

5. Integrating Google Sheets and WhatsApp Using Pabbly Connect

The final step involves connecting Google Sheets and WhatsApp through Pabbly Connect. Click on the Google Sheets application and connect it by signing in with your Google account.

  • Select the spreadsheet named “Facebook Leads”.
  • Map the fields such as first name, last name, email, and phone number from the previous application.
  • Click on “Save and Send Test Request” to ensure the data is recorded.

Next, set up the WhatsApp message using Pabbly Chatbot. Connect it by entering the API token from your Pabbly Chatbot dashboard. Map the recipient’s number and personalize the message. Click on “Save and Send Test Request” to confirm that the message is sent successfully.

Conclusion

In this tutorial, we demonstrated how to automate the integration of Facebook Lead Ads, Salesforce, and WhatsApp using Pabbly Connect. This process allows for seamless data transfer and communication without manual intervention, enhancing productivity and efficiency.