How to Sync Facebook Leads to Odoo CRM Automatically Using Pabbly Connect

Learn how to sync Facebook leads to Odoo CRM automatically using Pabbly Connect with this detailed step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To sync Facebook leads to Odoo CRM automatically, the first step is accessing Pabbly Connect. Open your web browser and navigate to the Pabbly Connect landing page by typing ‘Pabbly.com/connect’. This platform serves as the central hub for integrating various applications.

Once on the Pabbly Connect page, you will see options to sign in or sign up. If you are a new user, click on the ‘Sign Up for Free’ button to create your account and receive free tasks each month. Existing users should click on ‘Sign In’ to access their accounts. After signing in, click on ‘Access Now’ to enter your Pabbly Connect dashboard.

2. Creating a New Workflow in Pabbly Connect

After accessing your dashboard, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to choose between the new or classic workflow builder. For a modern experience, select the new workflow builder. using Pabbly Connect

• Enter a name for your workflow.
• Select the folder in which you want to save the workflow.
• Click on the ‘Create’ button to proceed.

Once created, you’ll be directed to the workflow window where you can set up triggers and actions. Triggers initiate the workflow, while actions define what happens next. Click on ‘Add Trigger’ to begin setting up your automation.

3. Setting Up the Trigger for Facebook Leads

In the trigger settings, search for and select ‘Facebook Lead Ads’. For the trigger event, choose ‘New Lead Instant’ and click on ‘Connect’. You will then have the option to add a new connection or select an existing one. If you haven’t set up a connection yet, click on ‘Add a New Connection’. using Pabbly Connect

Next, you will be prompted to connect your Facebook Lead Ads account. Click on ‘Connect with Facebook Lead Ads’ and follow the prompts to log in. After logging in, select the Facebook page and lead form you wish to automate. Ensure you toggle on the ‘Simple Response’ option for easier data handling.

4. Configuring the Action to Create a Lead in Odoo CRM

After setting up the trigger, click on ‘Add New Action Step’ and search for ‘Odoo’. Select ‘Create Lead’ as the action event and click on ‘Connect’. Similar to the previous step, you can either select an existing connection or create a new one. For a new connection, provide your Odoo domain, database name, email address, and API key.

• Copy the full URL of your Odoo account and enter it as the domain.
• Access your Odoo profile to find the database name.
• Generate a new API key in Odoo and enter it in Pabbly Connect.

After entering all necessary details, click on ‘Save’. This establishes a connection between Pabbly Connect and Odoo, allowing automatic lead creation from Facebook leads.

5. Testing the Integration Workflow

With the workflow set up, it’s time to test the integration. To do this, you need to create a test lead using the Facebook Lead Ads testing tool. Ensure you delete any previous test leads to avoid conflicts. Fill out the lead form with required details and submit it. using Pabbly Connect

Upon submission, return to Pabbly Connect and check if the test lead has been captured. You should see the details of the new lead reflected in your Odoo CRM under the leads section. This confirms that the integration is functioning as intended, automatically syncing leads from Facebook to Odoo CRM.

Conclusion

In this tutorial, we have demonstrated how to sync Facebook leads to Odoo CRM automatically using Pabbly Connect. By following the steps outlined, you can efficiently automate your lead management process, ensuring your sales team has immediate access to new leads. Try this powerful integration today to enhance your business operations.