Integrate Facebook Lead Ads with LeadSquared CRM Using Pabbly Connect

Learn how to add leads from Facebook Lead Ads to LeadSquared CRM with custom activities using Pabbly Connect in this detailed 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 Lead Ads Integration

To start adding leads from Facebook Lead Ads into LeadSquared CRM, you need to set up Pabbly Connect. First, visit the Pabbly Connect dashboard by navigating to Pabbly.com/connect. Here, you can create a free account and log in to access the automation features.

Once logged in, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Facebook Lead Ads to LeadSquared’. After naming your workflow, click the ‘Create’ button to proceed to the workflow page.

2. Setting Up the Trigger for Facebook Lead Ads in Pabbly Connect

The next step is to set up the trigger in Pabbly Connect. Search for ‘Facebook Lead Ads’ in the trigger applications list and select it. The trigger event you need is ‘New Lead Instant’, which activates whenever a new lead is submitted through your Facebook lead generation form.

• Select the Facebook page associated with your lead ad.
• Choose the lead generation form you want to use for capturing leads.

After selecting the page and form, click on ‘Save and Send Test Request’. This action will prepare the workflow to receive data from the Facebook Lead Ads when a lead is generated. Make sure to test the connection to ensure everything is set up correctly.

3. Adding Leads to LeadSquared CRM via Pabbly Connect

After successfully capturing leads from Facebook Lead Ads, the next step is to add these leads into LeadSquared CRM using Pabbly Connect. For this, you will need to search for the LeadSquared application in the action step.

Select the action event as ‘Create Lead and Activity’. This action will create a new lead in LeadSquared and allow you to assign a custom activity to that lead. You will need to connect Pabbly Connect to your LeadSquared account by entering your API access key, secret key, and API host name.

• Copy the API key from your LeadSquared settings.
• Paste the API key and other required details into Pabbly Connect.

Once connected, you can map the lead details captured from Facebook, such as email and name, into the corresponding fields in LeadSquared. This ensures that the lead data flows seamlessly from Facebook to your CRM.

4. Assigning a Custom Activity to Leads in LeadSquared

To provide context for the leads being added, you can assign a custom activity in LeadSquared through Pabbly Connect. First, ensure you have created a custom activity in LeadSquared, such as ‘Facebook Ads Lead’ with a specific activity code.

In the Pabbly Connect workflow, you need to map this custom activity code to the lead being created. This is done by selecting the custom activity code in the action step under the ‘Activity Event’ section. Additionally, you can add a note to the activity, like ‘This lead submitted our Facebook lead ad form’ to provide more information.

Ensure the activity date and time are correctly formatted. Test the connection once more to confirm everything is working.

After mapping all the required fields, click on ‘Save and Send Test Request’ to create a test lead in LeadSquared with the assigned activity. This allows you to verify that the integration is functioning as expected.

5. Finalizing the Integration and Testing

Once you have set up the entire workflow in Pabbly Connect, it’s essential to finalize the integration. This involves ensuring that all fields are correctly mapped and that the workflow is activated. After testing the connection and confirming that leads are being added to LeadSquared correctly, you can turn on the automation.

Now, every time a new lead is generated from your Facebook Lead Ads, Pabbly Connect will automatically add that lead to LeadSquared CRM along with the assigned custom activity. This automation saves you time and ensures that no leads are missed.

To recap, the steps involved include:

Setting up Pabbly Connect and creating the workflow. Configuring the trigger for Facebook Lead Ads. Adding leads to LeadSquared with a custom activity.

This process allows for seamless lead management and nurturing, enhancing your marketing efforts.

Conclusion

In this tutorial, you learned how to integrate Facebook Lead Ads with LeadSquared CRM using Pabbly Connect. This process automates lead management by adding leads seamlessly along with custom activities, ensuring that your marketing efforts are efficient and effective.