How to Store Facebook Lead Ads Responses in Zoho CRM Automatically Using Pabbly Connect

Learn how to automatically store Facebook Lead Ads responses in Zoho CRM 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 begin storing Facebook Lead Ads responses in Zoho CRM automatically, you first need to access Pabbly Connect. Open a new tab and visit the Pabbly Connect landing page by entering ‘Pabbly.com/connect’ in your browser.

Once on the landing page, you will see options to sign in or sign up. If you are new, click on ‘Sign up for free’ to create an account. Existing users can simply click ‘Sign in’ to access their dashboard. After signing in, locate and click on the ‘Access Now’ button for Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you need to create a new workflow to connect Facebook Lead Ads with Zoho CRM. Click on the ‘Create Workflow’ button. You will be prompted to choose between a new workflow builder and the classic one. It is recommended to select the ‘New’ workflow builder for a more modern interface.

• Enter a name for your workflow, such as ‘Store Facebook Lead Ads Responses in Zoho CRM Automatically’.
• Select a folder to save your workflow, or create a new folder if needed.
• Click ‘Create’ to open the workflow window.

The workflow window will display the trigger and action sections. Triggers are events that start the workflow, while actions are the results that follow. Now, click on the ‘Add Trigger’ button to begin the integration process.

3. Setting Up Facebook Lead Ads as Trigger

In this step, you will select Facebook Lead Ads as the trigger application. Search for and select ‘Facebook Lead Ads’, then choose the trigger event as ‘New Lead Instant’. This option allows you to capture lead details instantly as they come in.

Click the ‘Connect’ button to establish a connection between Facebook Lead Ads and Pabbly Connect. You will be prompted to either select an existing connection or create a new one. If you haven’t set up a connection before, choose ‘Add a New Connection’. You will then be asked to connect with your Facebook account.

• Select your Facebook account and click ‘Continue’.
• Choose the Facebook page and lead generation form you want to use.
• Click ‘Save and Send Test Request’ to initiate the test.

After completing these steps, Pabbly Connect will wait for a webhook response, which you will generate by submitting a test lead through Facebook’s lead ads testing tool.

4. Testing the Webhook Response

To capture the webhook response, you need to conduct a test submission. Open a new tab and search for the Meta for Developers page. Navigate to the resources section and select developer tools, then look for the Lead Ads Debug Tool.

In the Lead Ads Debug Tool, select the same Facebook page and lead generation form you configured in Pabbly Connect. Fill in the required details such as first name, last name, email, and phone number, then submit the form. After submitting, return to your Pabbly Connect workflow, where it should capture the test submission as a webhook response.

Confirm that the captured details match what you submitted. This indicates that the trigger step is successfully set up.

Once the details are captured, you can proceed to the action step of the workflow.

5. Setting Up Zoho CRM as Action

Now you will set Zoho CRM as the action application in your workflow. Click on ‘Add New Action Step’ and search for ‘Zoho CRM’. Select it and then choose the action event as ‘Create Contact’. Click ‘Connect’ to establish a connection between Zoho CRM and Pabbly Connect.

You will be prompted to enter your Zoho domain, which you can find by checking the URL of your Zoho CRM account. Copy the domain and paste it into the required field in Pabbly Connect. After accepting the permissions requested by Pabbly Connect, you will need to map the fields from the lead data captured earlier.

Map the first name, last name, email, and phone number from the webhook response. Leave unnecessary fields blank. Click ‘Save and Send Test Request’ to finalize the setup.

Upon successful completion, you should receive a confirmation that a new contact has been created in Zoho CRM with the details you provided. Refresh your Zoho CRM contact list to see the newly created contact.

Conclusion

In this tutorial, we demonstrated how to store Facebook Lead Ads responses in Zoho CRM automatically using Pabbly Connect. By following these steps, you can streamline your lead management process and ensure that every new lead is captured efficiently. Start leveraging Pabbly Connect today to enhance your business automation.