Integrate Leads to Your CRM in Minutes with Pabbly Connect

Learn how to quickly integrate leads from Facebook to your CRM using Pabbly Connect with this step-by-step tutorial. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin sending leads to your CRM, you need to access Pabbly Connect. Start by visiting the Pabbly Connect landing page and either sign in or create a new account. Once logged in, you will be directed to the dashboard where you can create your workflow.

After reaching the dashboard, click on the ‘Create Workflow’ button. You will be prompted to select between the new workflow builder and the classic one. Choose the new workflow builder for a modern interface. Enter the workflow name as ‘Send Leads to Your CRM in Minutes’ and select an appropriate folder for your automation.

2. Setting Up the Trigger with Facebook Lead Ads

In this section, you will set up the trigger in Pabbly Connect using Facebook Lead Ads. Click on the ‘Add Trigger’ button and search for ‘Facebook Lead Ads’ in the application list. Select it and choose ‘New Lead Instant’ as the trigger event to capture new leads instantly.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.

After connecting your Facebook account, select the page and lead form you want to use. Make sure to enable the response button and click on ‘Save and Send Test Request’ to capture the lead data. This is crucial for the next steps in your workflow.

3. Creating the Action Step for Your CRM

Next, you will add the action step to send the captured lead data to your CRM using Pabbly Connect. Click on the ‘Add Action Step’ button and search for ‘Salesforce’ (or your preferred CRM). Select ‘Create Contact’ as the action event to add the lead details directly into your CRM.

After selecting Salesforce, you will need to connect your Salesforce account. If you haven’t previously connected it, choose ‘Add a New Connection’. Follow the prompts to grant Pabbly Connect the necessary permissions to access your Salesforce account.

• Choose ‘Create Contact’ as the action event.
• Connect to Salesforce by allowing necessary permissions.
• Map the lead details from Facebook to the appropriate fields in Salesforce.

Once the connection is established, you will map the lead fields such as name, email, and phone number from the Facebook lead to Salesforce. This mapping allows for dynamic data transfer, ensuring that every new lead is accurately recorded in your CRM.

4. Testing the Integration with a Sample Lead

With the workflow set up, it’s time to test the integration using Pabbly Connect. Go back to the Facebook Lead Ads testing tool and create a sample lead by filling in the form. After submitting the test lead, return to your Pabbly Connect workflow and check if the lead data has been captured successfully.

Once the test lead is submitted, Pabbly Connect should show the captured lead data from Facebook. If everything is set up correctly, you should see the lead information populated in the test response. This ensures that your integration is functioning as expected.

Submit a test lead using the Facebook Lead Ads testing tool. Check the response in Pabbly Connect to confirm data capture. Ensure the lead details appear correctly in your CRM.

If the data is captured correctly, proceed to finalize your workflow. This automation will now work seamlessly in the background, sending new leads from Facebook to your CRM without manual intervention.

5. Finalizing the Automation for Continuous Use

Now that you have successfully tested the integration, it’s time to finalize the automation in Pabbly Connect. Ensure that all settings are saved and that your workflow is active. This will allow Pabbly Connect to automatically send new leads from Facebook to your CRM.

By using Pabbly Connect, you can streamline your lead management process, reducing manual entry and ensuring that your CRM is always up to date. This automation not only saves time but also minimizes the risk of errors associated with manual data entry.

With this setup, every time a new lead fills out your Facebook form, their details will be sent to your CRM instantly, allowing you to follow up promptly. Now you can focus on converting leads without worrying about data entry.

Conclusion

In this tutorial, you learned how to integrate Facebook Lead Ads with your CRM using Pabbly Connect. By setting up triggers and actions, you can automate the lead capture process, ensuring that your CRM is always updated with new leads. This seamless integration not only saves time but also enhances your lead management efficiency.