How to Create Bexio Contacts from Facebook Lead Ads Automatically

Learn how to automate the creation of Bexio contacts from Facebook Lead Ads using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate the creation of Bexio contacts from Facebook Lead Ads, you first need to access Pabbly Connect. Simply open a new tab and search for Pabbly.com/connect. On the landing page, you will see options to sign in or sign up for free.

If you are a new user, click on the sign-up option. Upon signing up, you will receive 100 free tasks each month to explore Pabbly Connect. Existing users can sign in directly to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in, you will be directed to the Pabbly dashboard. To create a new automation workflow, click on the ‘Create Workflow’ button. Name your workflow as ‘Create Bexio Contacts from Facebook Lead Ads Automatically’ and select the appropriate folder before clicking the create button.

• Click on ‘Create Workflow’.
• Name your workflow accordingly.
• Select the appropriate folder for organization.

Your workflow will be created with two major steps: Trigger and Action. The Trigger will capture new leads from Facebook Lead Ads, while the Action will create a contact in Bexio using Pabbly Connect.

3. Setting Up Trigger with Facebook Lead Ads

In this step, you will set up the Trigger application. Select ‘Facebook Lead Ads’ as your trigger application. Choose the event as ‘New Lead’ and click the connect button to establish a connection. using Pabbly Connect

You will need to continue with your Facebook account used for promoting your business. Once connected, select the Facebook page associated with your lead ads and the specific lead form you created to collect leads. Click on the ‘Save and Send Test Request’ button to test the connection.

• Select your Facebook page from the dropdown.
• Choose the lead form you created.
• Click ‘Save and Send Test Request’ to validate the connection.

After generating a test lead using Meta’s lead ads testing tool, you can check if the response has been captured in your Pabbly Connect workflow. If successful, you will see the lead data displayed.

4. Adding Action to Create Contacts in Bexio

With the Trigger successfully set up, it’s time to add the Action step. Choose ‘Bexio 2.0’ as the action application and select the event as ‘Create Contact’. Click the connect button to establish a connection with your Bexio account. using Pabbly Connect

Once connected, you will need to fill in various fields. For the contact type ID, enter ‘2’ for a person type contact. Map the data from the previous step to include the lead’s first name, last name, email, and phone number. Ensure you add remarks to identify the contact as a new Facebook lead.

Select ‘Bexio 2.0’ as the action application. Map the first name and last name from the lead data. Add remarks for easy identification.

Finally, click on the ‘Save and Send Test Request’ button to create the contact in Bexio. Verify the contact has been successfully created by refreshing your Bexio contacts page.

5. Conclusion

In this tutorial, we demonstrated how to automate the creation of Bexio contacts from Facebook Lead Ads using Pabbly Connect. By following these steps, you can streamline your lead management process without any coding skills.

Utilizing Pabbly Connect simplifies the integration between Facebook Lead Ads and Bexio, ensuring that every new lead is captured efficiently. Start automating your workflows today!