Learn how to seamlessly integrate Facebook Lead Ads with Zoho CRM using Pabbly Connect for automatic data transfer. Step-by-step tutorial included. 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 the integration of Facebook Lead Ads with Zoho CRM, you first need to access Pabbly Connect. Go to the URL Pabbly.com/connect and hit enter. This will take you to the Pabbly Connect landing page.

On the right side, you will see options to sign in or sign up for free. If you are new, signing up will only take a couple of minutes, and you will receive 100 free tasks to test your automations. After signing in, click on ‘Access Now’ under Pabbly Connect to reach the dashboard.

2. Creating a Workflow in Pabbly Connect

Once you are on the dashboard, the next step is to create a workflow. Click on ‘Create Workflow’ and name it something like ‘Facebook Lead Ads to Zoho CRM’. This naming helps you identify the workflow easily later on.

In this workflow, you will set up triggers and actions. The trigger application will be Facebook Lead Ads, and the action will be Zoho CRM. This setup means that every time there is a new lead from Facebook, it should automatically be added to Zoho CRM.

  • Click on ‘Create’ to proceed.
  • Select ‘Facebook Lead Ads’ as the trigger application.
  • Choose ‘New Lead’ as the trigger event.

After setting up the trigger, click on ‘Connect’ to link your Facebook account with Pabbly Connect. This connection is crucial for the automation to work seamlessly.

3. Connecting Facebook Lead Ads to Pabbly Connect

To connect your Facebook Lead Ads account, click on ‘Add New Connection’. Here, Pabbly Connect will prompt you to log in to your Facebook account to establish the connection. If you are already logged in, the connection will happen automatically.

Once connected, you will need to select the appropriate Facebook page and lead generation form. For instance, if your page is called ‘Mobile Phone Store’, select that page, and the lead form will be captured automatically. Click on ‘Save and Send Test Request’ to confirm the connection.

  • Select the Facebook page from the dropdown.
  • Choose the lead generation form associated with the page.
  • Click on ‘Save and Send Test Request’ to test the connection.

After submitting the test request, you will be prompted to provide a test submission to verify that the integration is working correctly.

4. Setting Up Zoho CRM in Pabbly Connect

The next step is to set up Zoho CRM as the action application in Pabbly Connect. Select Zoho CRM and choose the action event as ‘Create Lead’. Click on ‘Connect’ to link your Zoho CRM account.

While connecting, you will need to input your Zoho domain. For example, if your domain is zoho.com, enter that in the provided field. After entering the domain, click on ‘Save’ and then accept the authorization request to complete the connection.

Input your domain (e.g., zoho.com). Click on ‘Accept’ to authorize the connection. Scroll down to fill in the required lead details.

Ensure that all necessary fields such as company name, first name, last name, email, and phone number are filled in correctly to create the lead successfully.

5. Testing the Integration and Finalizing the Setup

After setting up both Facebook Lead Ads and Zoho CRM, it’s time to test the integration. Go back to the Facebook Lead Ads testing tool, and fill in the form with sample data. For instance, input a demo name, phone number, and email address, then submit the form.

Once the form is submitted, return to Pabbly Connect and check if the API response has been received. If you see the data captured correctly, it means the integration is successful. You can now check Zoho CRM to see if the lead has been created with the provided information.

Fill in the form with test data. Submit the form and check for the API response. Verify the lead creation in Zoho CRM.

This process confirms that every time a new lead is generated in Facebook Lead Ads, it will be automatically added to Zoho CRM, streamlining your workflow efficiently.

Conclusion

This tutorial demonstrated how to connect Facebook Lead Ads data automatically to Zoho CRM using Pabbly Connect. By following these steps, you can ensure that every new lead is captured seamlessly, enhancing your CRM management.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.