Send Facebook Leads to Privyr Automatically

Learn how to automatically send Facebook leads to Privyr using Pabbly Connect in this detailed tutorial. Follow step-by-step instructions and optimize your lead management process.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin sending Facebook leads to Privyr automatically, first access Pabbly Connect. If you’re a new user, open a browser and search for pabbl.com/connect. Click on the ‘Sign Up for Free’ option in the top right corner. This allows you to explore Pabbly Connect with 100 free leads each month.

If you’re an existing user, simply log into your account and navigate to the workflow builder. This is where you’ll create your automation process. Remember, Pabbly Connect is essential for integrating Facebook leads with Privyr, ensuring seamless data transfer.

2. Setting Up Trigger in Pabbly Connect

Next, in the workflow builder of Pabbly Connect, click on the ‘Add Trigger’ button. Search for ‘Facebook Lead Ads’ and select it. For the event, choose ‘New Lead Instant’ and click on ‘Connect’. If you have an existing connection, select it; otherwise, create a new connection.

• Ensure your Facebook account is logged in before connecting.
• Click on ‘Continue’ to establish the connection.
• Select the Facebook page and lead form you want to automate.

After selecting the page and form, set the response format to ‘Simple’ and click on ‘Save and Send Test Request’. This will prepare Pabbly Connect to receive data from Facebook leads.

3. Capturing Lead Data for Privyr

Once you initiate the test request, Pabbly Connect will wait for a webhook response. To capture this, open a new tab and navigate to the Meta for Developers site. Look for the ‘Lead Ads Debug Tool’ under resources and select it.

• Select your Facebook page.
• Choose the product as ‘Lead Retrieval’.
• Fill out the form with relevant details and submit.

After submission, return to Pabbly Connect to see if it captures the lead data. This includes property type, full name, phone number, email, and city, which are essential for creating a new client in Privyr.

4. Creating a Client in Privyr via Pabbly Connect

Now that Pabbly Connect has captured the lead data, click on ‘Add New Action Step’. Search for ‘Privyr’ and select it. Choose the event as ‘Create Client’ and click on ‘Connect’.

If you have an existing connection, select it; otherwise, create a new one by entering your Privyr authentication token. This token is found in your Pabbly Connect account. After entering the token, click on ‘Save’ to establish the connection.

Map the lead name, email, and phone number from the previous step. Set the lead source as Facebook. Click on ‘Save and Send Test Request’ to create the client.

Once the test request is successful, you will see the new client reflected in your Privyr account. This integration allows Pabbly Connect to automate the process of adding new leads directly into Privyr.

5. Testing the Automation with Real-Time Leads

To confirm that everything works, delete the previous lead in the testing tool and refresh the page. Re-enter the lead information in the lead form to create a new test lead.

After submitting the form, check your Privyr account to see if the new lead has been added automatically. This real-time testing demonstrates how effectively Pabbly Connect integrates Facebook leads with Privyr.

With this setup, every new lead from Facebook will be automatically added to Privyr, streamlining your lead management process and enhancing efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to send Facebook leads to Privyr automatically. By following the steps outlined, you can optimize your lead management and ensure timely follow-ups with potential clients.