How to Save Facebook Lead Ad Info in Notion CRM Using Pabbly Connect

Learn how to save Facebook Lead Ad information directly into Notion CRM using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 save Facebook Lead Ad information in Notion CRM, the first step is to access Pabbly Connect. This platform allows you to create automated workflows between various applications, including Notion and Facebook.

Visit Pabbly Connect and sign up for a free account. Once logged in, you can start creating your workflow to connect Facebook Lead Ads with your Notion CRM.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button to initiate the process. This is where you will set up the automation.

• Select the trigger application as Facebook Lead Ads.
• Choose the trigger event as New Lead.
• Connect your Facebook account to Pabbly Connect.

Once the trigger is set, you can proceed to define the action that will take place when a new lead is generated. This is where Pabbly Connect makes it easy to automate the entire process.

3. Setting Up the Trigger for Facebook Lead Ads

To set up the trigger, choose Facebook Lead Ads from the list of applications in Pabbly Connect. You’ll be prompted to select your Facebook page and the specific lead form you want to use.

Once selected, click on ‘Connect’ to authorize Pabbly Connect to access your Facebook Lead Ads. After successful authorization, you can test the trigger to ensure that it captures lead information correctly.

4. Adding Action to Save Leads in Notion

Next, you will add an action step to save the lead information into Notion. Select Notion as the action application in Pabbly Connect and choose the action event as ‘Create Database Item’.

• Connect your Notion account to Pabbly Connect.
• Select the database where you want to save the lead info.
• Map the fields from Facebook Lead Ads to your Notion database.

After mapping the data, click on ‘Save & Send Test Request’. This will send a test lead to your Notion database, confirming that the integration is working smoothly through Pabbly Connect.

5. Testing and Verifying the Integration

Once the setup is complete, it’s crucial to test the integration. Go back to your Facebook Lead Ads and create a test lead. This will trigger the workflow in Pabbly Connect.

Check your Notion CRM to verify that the lead information has been saved correctly. You should see the new lead entry with all the mapped details like name, email, phone number, and company name.

Conclusion

In this tutorial, we’ve demonstrated how to save Facebook Lead Ad information directly into Notion CRM using Pabbly Connect. By following these steps, you can automate your lead management process efficiently.

With Pabbly Connect, integrating Facebook Lead Ads and Notion becomes a seamless experience, ensuring that no lead is missed and all information is organized effectively.