Instant Facebook Leads to Agiled — Create Contacts in Seconds!

Learn how to automate the process of creating contacts in Agile CRM from Facebook leads 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. Setting Up Pabbly Connect for Facebook Leads

To start integrating Facebook leads with Agile CRM, you must first access Pabbly Connect. This is the automation tool that will facilitate the entire process. Begin by visiting the Pabbly website and signing in to your account. If you’re a new user, you can sign up for a free account to get started.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow for your automation. Click on the ‘Create Workflow’ button, and select the new beta workflow builder for a more efficient setup.

2. Creating Your Workflow in Pabbly Connect

After creating a new workflow, you will need to name it appropriately. For this integration, you could name it ‘Instant Facebook Leads to Agile CRM’. This name will help you identify the workflow later on. Select the folder for organizing your workflows, such as ‘Facebook Lead Automations’. using Pabbly Connect

• Name your workflow for easy identification.
• Select the appropriate folder for organization.

Now that your workflow is set up, choose Facebook Lead Ads as your trigger application. This application will start the automation process whenever a new lead is captured. Select ‘New Lead Instant’ as your trigger event and connect your Facebook account to Pabbly Connect.

3. Connecting Facebook Lead Ads to Pabbly Connect

In this step, you will connect your Facebook Lead Ads to Pabbly Connect. After selecting the trigger event, you will be prompted to connect your Facebook account. If you have an existing connection, you can use that; otherwise, create a new connection.

Once connected, select the Facebook page that you are using for your lead ads. For example, if your page is named ‘Digital Dynamics’, choose that page. Then, select the lead form you created earlier, such as ‘DD Lead Form’. This will allow Pabbly Connect to capture the lead information accurately.

4. Mapping Data to Agile CRM Using Pabbly Connect

Next, you will set up the action application, which in this case is Agile CRM. Search for Agile CRM within Pabbly Connect and select ‘Create Contact’ as your action event. This step is crucial as it defines what happens when a new lead is captured. using Pabbly Connect

To connect Agile CRM, you will need to enter your API key. This can be found in the settings of your Agile CRM account. After entering the API key, proceed to map the fields from the Facebook lead to the corresponding fields in Agile CRM, such as first name, last name, email, and phone number.

• Select Agile CRM as your action application.
• Map the fields from Facebook Lead Ads to Agile CRM.
• Ensure that the API key is entered correctly.

By using the mapping feature, you ensure that every new lead is added dynamically to your Agile CRM without manually entering data each time.

5. Testing the Integration Between Facebook and Agile CRM

Finally, it’s time to test your integration. After setting up everything in Pabbly Connect, generate a test lead using your Facebook lead form. Fill in the dummy details and submit the form. Once submitted, check your Agile CRM account to see if the contact has been created successfully.

Refresh your Agile CRM contacts page, and you should see the newly created contact reflecting the details you entered in the lead form. This confirms that your automation is working correctly, and every new lead from Facebook will now be added to Agile CRM automatically.

This seamless integration saves time and ensures that all leads are captured efficiently, allowing you to focus on more important tasks in your digital marketing agency.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of creating contacts in Agile CRM from Facebook leads. By following these steps, you can streamline your lead management process and ensure that no potential customer is overlooked.