How to Capture Facebook Lead Ads and Add Them to Zoho CRM Using Pabbly Connect

Learn how to automate the process of capturing Facebook Lead Ads and adding them to Zoho CRM for lead tracking using Pabbly Connect. Follow our detailed tutorial!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the process of capturing Facebook Lead Ads and adding them to Zoho CRM, first, access Pabbly Connect. This platform is essential for automating the integration between these applications. Start by visiting the Pabbly website at pabby.com.

Once there, sign in to your Pabbly account. If you don’t have one, you can sign up for free, which includes 100 tasks per month. After logging in, navigate to the Pabbly Connect dashboard where you can create new workflows to automate your lead tracking process.

2. Creating a Workflow in Pabbly Connect

Now, you will create a new workflow in Pabbly Connect to link Facebook Lead Ads with Zoho CRM. Click on the ‘Create Workflow’ button, and choose the classic workflow builder. Name your workflow, for instance, ‘Capture Facebook Lead Ads and Add Them to Zoho CRM for Lead Tracking’.

• Select the folder for your workflow, such as ‘Facebook Lead Automations’.
• Click on ‘Create’ to finalize your workflow setup.

Once created, you will see two boxes: one for the trigger and one for the action. The trigger will be Facebook Lead Ads, and the action will be Zoho CRM. This setup ensures that whenever a new lead is captured, it will automatically create a corresponding lead in your Zoho CRM.

3. Setting Up the Trigger for Facebook Lead Ads

In this section, you will configure the trigger in Pabbly Connect to capture leads from Facebook. Select ‘Facebook Lead Ads’ as your trigger application and choose ‘New Lead Instant’ as the trigger event. Then, click on ‘Connect’.

If you have an existing connection, you can save it; otherwise, create a new connection by logging into your Facebook account. After successful authorization, select the Facebook page and lead form you wish to use. For example, if your page is ‘Digital Dynamics’, select it along with the lead form you have created.

4. Testing the Trigger Setup

After setting up the trigger, it’s crucial to test it to ensure everything is functioning correctly. In Pabbly Connect, you will see a message indicating that it is waiting for a webhook response. This means you need to perform a test submission using the Facebook Lead Ads Testing Tool.

• Open the Facebook Lead Ads Testing Tool and select your page and form.
• Fill in the required fields and submit the form.

Once submitted, return to your Pabbly Connect dashboard to see if the lead information has been captured. If successful, the lead details will appear in your workflow, confirming that the trigger setup works as intended.

5. Setting Up the Action to Create Leads in Zoho CRM

Now, you will set up the action in Pabbly Connect to send the captured lead data to Zoho CRM. Select ‘Zoho CRM’ as your action application and choose ‘Insert/Update Record with Subform Data’ as the action event. Click on ‘Connect’ to establish a connection.

Enter your Zoho domain and authorize the connection. Once connected, you will need to map the lead data from Facebook to the fields in Zoho CRM. This includes first name, last name, email, and phone number. Make sure to use the mapping feature to ensure that each new lead is accurately recorded in Zoho CRM.

Finally, click on ‘Save and Send Test Request’ to verify that the lead is created successfully in Zoho CRM. Check your Zoho CRM to confirm the lead appears as expected, completing the integration process.

Conclusion

In this tutorial, we demonstrated how to automate the process of capturing Facebook Lead Ads and adding them to Zoho CRM using Pabbly Connect. By following these steps, you can streamline your lead tracking process effectively. Enjoy seamless integration and efficient lead management with this powerful automation tool.