Integrate Facebook Lead Ads with Copper CRM Using Pabbly Connect

Learn how to seamlessly integrate Facebook Lead Ads with Copper CRM using Pabbly Connect with this detailed step-by-step tutorial. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Facebook Lead Ads with Copper CRM, start by accessing Pabbly Connect. Visit the official Pabbly website and either sign in or sign up for a free account. If you’re new, signing up takes just a couple of minutes, and you’ll receive free tasks monthly.

Once logged in, navigate to the all apps section and select Pabbly Connect. Here, you will find the dashboard where you can create your workflows to automate the lead capture process from Facebook to Copper CRM.

2. Creating a Workflow in Pabbly Connect

In the Pabbly Connect dashboard, click on the plus sign to create a new workflow. Name your workflow something like ‘Facebook Lead Ads Copper Integration’. This name can be customized based on your preference.

After naming your workflow, you will see a trigger window and an action window. In this case, the trigger application is Facebook Lead Ads, and the action application is Copper CRM. This setup allows you to automate the process of adding leads to your CRM whenever a new lead is generated.

• Click on the ‘Create Workflow’ button.
• Select Facebook Lead Ads as the trigger application.
• Choose ‘New Lead’ as the trigger event.

Once these steps are completed, you can proceed to connect your Facebook Lead Ads account with Pabbly Connect.

3. Connecting Facebook Lead Ads to Pabbly Connect

In the trigger window, click on connect and then select ‘Add New Connection’. You will be prompted to connect with Facebook Lead Ads, where you will authorize the connection. Upon successful authorization, your Facebook Lead Ads will be connected to Pabbly Connect.

Next, select the specific Facebook page where you have created the lead generation form. For instance, if your page is named ‘Insurance Portal’, select it from the list. After selecting the page, choose the lead generation form you have set up to capture leads.

• Select the page from your Facebook account.
• Choose the lead form you want to capture leads from.

Once you have saved these settings, you will need to perform a test submission to ensure everything is functioning correctly.

4. Testing Lead Capture in Pabbly Connect

To test the integration, fill in the lead form on your selected Facebook page. For example, enter a name like ‘Demo Customer’, along with a phone number and email address. After submitting the form, return to Pabbly Connect to see if the lead details have been captured successfully.

Once you submit the form, Pabbly Connect will wait for the webhook response. If everything is set up correctly, you will see the details of the lead, including the full name, phone number, and email address displayed on your dashboard.

After confirming that the lead details are captured, you can move on to integrate Copper CRM with Pabbly Connect to automatically create a new lead in your CRM.

5. Integrating Copper CRM with Pabbly Connect

Now that you have captured the lead details in Pabbly Connect, the next step is to integrate Copper CRM. In the action step, select Copper as the application and choose ‘Create Lead’ as the action event. This action will create a new lead in your Copper CRM using the captured details.

Click on connect, then add a new connection. You will need to provide your Copper API key and email address to establish this connection. To generate the API key, go to your Copper account settings, navigate to the API keys section, and create a new key if you haven’t already done so.

Copy the API key from your Copper account. Paste the API key and enter your Copper email address in Pabbly Connect.

Once the connection is established, you will need to map the lead details from the trigger response to the corresponding fields in Copper CRM. This includes mapping the name, email address, and phone number.

Conclusion

In this tutorial, we demonstrated how to integrate Facebook Lead Ads with Copper CRM using Pabbly Connect. By following these steps, you can automate the process of capturing leads and managing them within your CRM, enhancing your workflow efficiency. This integration allows you to focus on converting leads rather than manually entering data.

Utilizing Pabbly Connect streamlines your lead management, ensuring that no lead is missed and every opportunity is maximized. Start automating your business processes today!