How to Create Leads in Zoho CRM from Facebook Lead Ads Automatically Using Pabbly Connect

Learn how to create leads in Zoho CRM from Facebook Lead Ads automatically using Pabbly Connect with this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create leads in Zoho CRM from Facebook Lead Ads automatically, the first step is accessing Pabbly Connect. This platform allows you to automate workflows without coding. You can visit Pabbly’s website and sign in or sign up for a free account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow by clicking on ‘Create Workflow’. This is where you will set up the integration between Facebook Lead Ads and Zoho CRM.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, you can create a new workflow named ‘Create Lead in Zoho CRM from Facebook Lead Ads Automatically’. This workflow will automate the process of transferring leads. using Pabbly Connect

• Click on ‘Create Workflow’
• Select the ‘Classic’ workflow builder
• Name your workflow accordingly

With the workflow created, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger will be Facebook Lead Ads, and the action will be Zoho CRM. This setup enables Pabbly Connect to listen for new leads from Facebook and send them to Zoho CRM.

3. Configuring Facebook Lead Ads in Pabbly Connect

To set up the trigger, select Facebook Lead Ads as your application and choose ‘New Lead Instant’ as the trigger event. Click on ‘Connect’ to establish the connection with your Facebook account. using Pabbly Connect

Once connected, you will need to provide the page name and the lead form name. For example, if your page is named ‘Digital Dynamics’, select that from the dropdown. This allows Pabbly Connect to pull lead data from your Facebook Lead Ads.

• Enter your Facebook page name
• Select the appropriate lead form
• Click ‘Save and Send Test Request’

With these steps, Pabbly Connect will be set to listen for new leads generated through your Facebook Lead Ads.

4. Adding Leads to Zoho CRM via Pabbly Connect

Now that you have configured the Facebook Lead Ads trigger, the next step is to set up the action in Zoho CRM. Select Zoho CRM as your action application and choose ‘Insert/Update Record with Subform Data’ as the action event. using Pabbly Connect

Connect to your Zoho CRM account by providing the necessary credentials. Make sure to enter your domain correctly, for instance, ‘zoho.in’. Once connected, you can start mapping fields from Facebook Lead Ads to Zoho CRM.

Select the module as ‘Leads’ Map the fields such as first name, last name, email, and phone number Click ‘Save and Send Test Request’

This process ensures that every new lead captured from Facebook Lead Ads is automatically added to your Zoho CRM as a new lead.

5. Testing the Integration Workflow

To finalize the setup, you need to test the integration. Fill out your lead form on Facebook Lead Ads with dummy details to generate a lead. This will trigger the workflow you created in Pabbly Connect. using Pabbly Connect

After submitting the form, check your Zoho CRM account to confirm that the lead has been created successfully. You should see the new lead with all the details populated correctly.

In summary, Pabbly Connect has facilitated the entire process, allowing you to automate lead generation from Facebook Lead Ads to Zoho CRM seamlessly. This integration not only saves time but also improves efficiency in managing leads.

Conclusion

Using Pabbly Connect, you can automate the creation of leads in Zoho CRM from Facebook Lead Ads. This integration streamlines the lead management process, ensuring that no lead is missed while saving valuable time.