How to Capture Leads from Social Media in Airtable Using Pabbly Connect

Learn how to capture leads from social media in Airtable using Pabbly Connect. Step-by-step tutorial for effective lead integration. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Lead Capture

To capture leads from social media in Airtable, the first step is to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by typing Pabbly.com/connect. This is where you will set up your automation workflow.

Once on the Pabbly Connect page, you will have options to either sign in or sign up for free. If you are a new user, you can click on the ‘Sign up for free’ button to get started. Existing users should click on ‘Sign in’ to access their accounts. After signing in, click on the ‘Access now’ button to enter the Pabbly Connect dashboard.

2. Creating Your Workflow in Pabbly Connect

In the Pabbly Connect dashboard, you will see the option to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to choose between the new workflow builder and the classic one. For this tutorial, select the new workflow builder for a modern interface.

• Name your workflow as ‘Capture Leads from Social Media in Airtable’.
• Select the folder as ‘Automations’.
• Click the ‘Create’ button to proceed.

Once the workflow window opens, you will see options for setting up triggers and actions. Triggers initiate the workflow, while actions are the tasks performed as a result. Click on the ‘Add Trigger’ button to start configuring your workflow.

3. Setting Up the Trigger with Facebook Lead Ads

The next step is to set up your trigger application. Search for ‘Facebook Lead Ads’ and select it as your trigger. For the trigger event, choose ‘New Lead Instant’ and click on ‘Connect’. If you have not connected your Facebook account yet, you will need to add a new connection. using Pabbly Connect

• Click on ‘Add a New Connection’.
• Select your Facebook account and click ‘Continue’.
• Choose the Facebook page and lead generation form you want to use.

After selecting the page and form, click on ‘Save and Send Test Request’. This action will wait for a webhook response, which will be captured after submitting a test lead.

4. Submitting a Test Lead for Verification

To verify that the trigger is working, you need to submit a test lead. Open a new tab and go to the Meta for Developers page. Navigate to the resources section and find the Lead Ads Testing Tool.

Select the same Facebook page and lead ad form you configured in Pabbly Connect. Fill in the test lead details, such as first name, last name, email, phone number, and company name. Click on ‘Continue’ and then ‘Submit’ to create the test lead.

Once submitted, return to your Pabbly Connect workflow, and you should see that the details of the test submission have been captured successfully. This confirms that your trigger is functioning correctly.

5. Adding Action Step to Create Records in Airtable

Now that your trigger is set up and verified, the next step is to add an action to create records in Airtable. Click on ‘Add New Action Step’ and search for ‘Airtable’. Select it and choose the event as ‘Create Record’. Click on ‘Connect’ to link your Airtable account. using Pabbly Connect

If you haven’t connected Airtable yet, click on ‘Add a New Connection’. Grant permission for the specific base you want to use. Map the fields from the test lead submission to the corresponding Airtable fields.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’. You should receive a positive response indicating that a new record has been created in your Airtable base with the test lead details.

Conclusion

In this tutorial, you learned how to capture leads from social media in Airtable using Pabbly Connect. By following the steps outlined, you can easily automate the process of adding leads from Facebook, Instagram, and LinkedIn to your Airtable database. This integration not only saves time but also ensures that you never miss a lead from your social media campaigns.