How to Automatically Add Facebook Leads to FluentCRM

Learn how to automatically add Facebook leads to FluentCRM using Pabbly Connect in this detailed step-by-step tutorial. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Facebook Leads

To automatically add Facebook leads to FluentCRM, you first need to access Pabbly Connect. Simply open your browser and search for Pabbly.com/connect. This takes you to the Pabbly Connect homepage where you will find options to sign in or sign up.

If you are a new user, click on ‘Sign Up Free’ to create an account and get free access to 100 tasks every month. Existing users can simply sign in to their accounts. Once logged in, you will have access to all Pabbly applications, including Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow for integrating Facebook leads with FluentCRM. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow, so enter a name like ‘Automatically Add Facebook Leads to FluentCRM’.

• Select the folder where you want to save this workflow.
• Choose the option to create a new workflow.

Once the workflow is created, you will see the workflow builder interface. This is where you will set up the trigger and action for the automation process.

3. Setting Up the Trigger for Facebook Leads

In this section, you will set up the trigger that will initiate the workflow whenever a new lead is captured from Facebook. Choose ‘Facebook Lead Ads’ as the trigger application and select ‘New Lead’ as the event.

Next, you will need to connect your Facebook account to Pabbly Connect. Click on ‘Connect’ and follow the prompts to authorize Pabbly Connect to access your Facebook account. This step is crucial as it allows Pabbly Connect to retrieve new leads from your Facebook Lead Ads.

4. Selecting the Facebook Form for Leads

After connecting your Facebook account, you will be asked to select the Facebook page and form from which you want to capture leads. Choose your Facebook page and then select the specific lead form you want to use.

Ensure that you select the correct form as this will determine which leads are automatically added to FluentCRM through Pabbly Connect. Once selected, click on ‘Save and Send Test Request’ to verify that the connection is working properly.

• Check for successful response from Facebook.
• Confirm that the lead details are received correctly.

This step ensures that your automation will function correctly when it goes live.

5. Adding Action to Create a Contact in FluentCRM

Now that the trigger is set up, the next step is to add an action to create a new contact in FluentCRM. Select ‘FluentCRM’ as the action application and choose ‘Create Contact’ as the action event.

You will need to connect your FluentCRM account to Pabbly Connect. Enter your WordPress username, password, and site URL to establish the connection. Once connected, you can map the fields from the Facebook lead to the corresponding fields in FluentCRM.

Map the first name, last name, email, and phone number fields from the Facebook lead data to the respective fields in FluentCRM. Once you have completed the mapping, click on ‘Save and Send Test Request’ to create a test contact in FluentCRM. If successful, you will see the new contact appear in your FluentCRM dashboard.

Conclusion

In this tutorial, we demonstrated how to automatically add Facebook leads to FluentCRM using Pabbly Connect. By following the steps outlined, you can streamline your lead management process and save time on manual entries. This integration allows for seamless data transfer between Facebook and FluentCRM, ensuring that all your leads are captured efficiently.