How to Create Contacts in Salesforce from Facebook Lead Ads Using Pabbly Connect

Learn how to create contacts in Salesforce from Facebook Lead Ads using Pabbly Connect with this detailed step-by-step tutorial. 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 create contacts in Salesforce from Facebook Lead Ads, you first need to access Pabbly Connect. Start by visiting Pabbly.com/connect in your web browser. This will take you to the homepage of Pabbly Connect, where you can sign in or create a new account.

If you are a new user, click on the ‘Sign Up Free’ button to get started. Existing users can simply sign in. Once logged in, navigate to the Pabbly Connect dashboard where you can create workflows to automate your tasks.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear, asking you to name your workflow.

• Enter a name for your workflow, such as ‘Create Contacts from Facebook Lead Ads’.
• Select a folder to save your workflow. You can create a new folder if necessary.

Once you have named your workflow and selected a folder, click on the ‘Create’ button to proceed. This will take you to the workflow builder where you can set up triggers and actions for your automation.

3. Setting Up Triggers in Pabbly Connect

In this section, you will set up the trigger for your workflow using Pabbly Connect. Click on the ‘Add Trigger’ button. Since you are using Facebook Lead Ads, select it as your trigger application and choose ‘New Lead Instant’ as the event.

Next, click on ‘Connect’ to establish a connection with Facebook Lead Ads. If you haven’t connected before, select ‘Add a New Connection’ and log in to your Facebook account. Once connected, choose your Facebook page and the lead generation form you want to use.

• Select your Facebook page (e.g., ‘The Yoga Nest’).
• Choose the lead form you created, such as ‘Sign Up Form New’.

After making these selections, click on ‘Save and Send Test Request’. This will prepare your workflow to capture leads from Facebook.

4. Mapping Data to Create Contacts in Salesforce

With your trigger set, the next step is to add an action to create contacts in Salesforce using Pabbly Connect. Click on ‘Add Action’ and choose Salesforce as your action application. Select ‘Create Contact’ as the event.

Similar to the trigger setup, click on ‘Connect’ to link your Salesforce account. If you haven’t connected before, select ‘Add a New Connection’ and log in to your Salesforce account. Once connected, you will be prompted to map the data from your Facebook lead.

Map the first name and last name from the lead data. Map the email address and phone number accordingly.

After mapping the required fields, click on ‘Save and Send Test Request’ to create a contact in Salesforce using the lead information gathered from Facebook.

5. Testing the Integration with Pabbly Connect

Now that you have set up your workflow, it’s time to test the integration using Pabbly Connect. Go to the Facebook Lead Ads testing tool to generate a test lead. Fill in the required fields and submit the form.

After submitting, return to Pabbly Connect and refresh the workflow to see if the new contact was created in Salesforce. You should see the new contact information populated in your Salesforce account, confirming that the integration works seamlessly.

With this, you have successfully set up an automated process to create contacts in Salesforce from Facebook Lead Ads using Pabbly Connect. This integration saves time and ensures that no leads are missed in your business operations.

Conclusion

In conclusion, using Pabbly Connect to create contacts in Salesforce from Facebook Lead Ads automates the lead management process effectively. By following these detailed steps, you can ensure that every new lead is captured and added as a contact in Salesforce without manual intervention. This integration enhances your workflow and improves efficiency in managing leads.