Integrate Facebook Leads Ads with ERPNext Using Pabbly Connect

Learn how to automatically add leads from Facebook Leads Ads to ERPNext using Pabbly Connect. Follow this detailed tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Facebook Leads Ads with ERPNext, the first step is to access Pabbly Connect. This platform enables seamless automation between different applications, making it ideal for our needs. If you’re a new user, you can sign up for free and get 100 tasks per month.

Once logged in, navigate to the dashboard. Click on the ‘Create Workflow’ button located in the upper right corner. Here, you can name your workflow, for example, ‘Add Leads Received from Facebook Leads Ads to ERPNext Automatically.’ After naming, select the folder where you want to save this workflow.

2. Setting Up the Trigger with Facebook Leads Ads

The next step involves setting up the trigger in Pabbly Connect. Here, you will select Facebook Leads Ads as your trigger application. The trigger event will be set to ‘New Lead Instant,’ meaning every time a new lead is generated, the workflow will activate.

• Select Facebook Leads Ads as the trigger application.
• Set the trigger event to New Lead Instant.
• Click on ‘Connect’ to establish the connection.

Once the connection is established, you will need to select the Facebook page associated with your bakery and the lead form that captures the leads. Click on ‘Save and Send Test Request’ to test the connection and ensure that leads can be captured effectively.

3. Testing Lead Submission through Pabbly Connect

After setting up the trigger, the next step in Pabbly Connect is to test the lead submission. You can do this by using the Meta for Developers lead testing tool. Select your Facebook page and the corresponding lead form.

• Choose your Facebook page in the dropdown menu.
• Select the lead form you created for your bakery.
• Fill in the lead details such as email, first name, last name, phone number, and city, then submit the form.

Once the test lead is submitted, go back to Pabbly Connect and check if the lead details are captured. You should see the response containing the email, name, phone number, and city. This confirms that the trigger is functioning correctly.

4. Connecting ERPNext as the Action Application

The final step is to connect ERPNext as the action application in Pabbly Connect. This is where you will specify what action should occur when a new lead is captured. Select ERPNext as the action application and set the action event to ‘Add Lead.’

To establish this connection, you will need to enter the ERPNext base URL, app client ID, and app client secret. These details can be obtained from your ERPNext account under the integrations section. After entering the required information, click on ‘Save and Allow’ to complete the connection.

5. Mapping Lead Details to ERPNext

Once the connection is established, the next step in Pabbly Connect is to map the lead details to ERPNext fields. This mapping process ensures that the lead information from Facebook Leads Ads is accurately transferred to ERPNext.

Map the fields by selecting the corresponding details from the response received from Facebook Leads Ads. For example, map the email, mobile number, and city to their respective fields in ERPNext. After mapping, click on ‘Save and Send Test Request’ to check if the lead is created successfully in ERPNext.

Upon successful mapping and submission, you should see a new lead created in your ERPNext account with all the details filled in correctly. This confirms that the integration is working seamlessly, allowing you to manage leads effectively.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding leads received from Facebook Leads Ads to ERPNext. By following the steps outlined, you can streamline your lead management process and ensure that no lead is missed, enhancing your bakery’s operational efficiency.