Integrating Facebook Lead Ads with Insightly CRM Using Pabbly Connect

Learn how to seamlessly integrate Facebook Lead Ads with Insightly CRM using Pabbly Connect. Follow this step-by-step tutorial for efficient contact management. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Facebook Lead Ads with Insightly CRM, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Connect section. This platform allows seamless integration without any coding skills required.

Once you are on the Pabbly Connect dashboard, sign in or create a new account. After logging in, you will see an option to create a new workflow. This is where the integration process begins.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, click on the ‘Create Workflow’ button in the top right corner. A dialog box will prompt you to name your workflow. Name it something like ‘Facebook to Insightly CRM’ and click on Create.

• Select Facebook as the app for the trigger event.
• Choose ‘New Lead’ as the trigger event.
• Connect your Facebook account to authorize Pabbly Connect.

Once connected, select the appropriate Facebook page and lead generation form from the dropdown menus. This setup will allow Pabbly Connect to capture new leads as they come in from Facebook.

3. Setting Up Insightly CRM in Pabbly Connect

After configuring the Facebook trigger, the next step involves setting up Insightly CRM in Pabbly Connect. Select Insightly as the app for the action event and choose ‘Add a Contact’ as the action.

To connect to Insightly, you will need to enter your API key. You can find this in your Insightly account settings. Leave the password field blank. Once you enter the API key, click on Save to establish the connection.

• Map the lead details from Facebook to the corresponding fields in Insightly.
• Ensure all necessary fields such as first name, last name, email, and phone number are filled out correctly.

After mapping the fields, click on ‘Save and Send Test Request’ to create a contact in Insightly. This step will confirm that the integration is working as intended.

4. Testing the Integration Results

Once you have set up the integration between Facebook and Insightly using Pabbly Connect, it’s time to test it. Go back to Facebook and create a new lead using the lead form you configured earlier.

After submitting the form, return to Pabbly Connect and click on ‘Save and Send Test Request’. This action will fetch the most recent lead details from Facebook and display them in Pabbly Connect.

Check your Insightly CRM to confirm that the new lead appears as a contact. If everything is set up correctly, you should see the new lead’s details in Insightly, indicating a successful integration.

5. Summary and Benefits of Using Pabbly Connect

In summary, using Pabbly Connect to integrate Facebook Lead Ads with Insightly CRM streamlines the process of adding new contacts. The integration allows for immediate data transfer from Facebook to Insightly, enhancing your lead management.

This automated workflow not only saves time but also reduces the likelihood of manual errors in data entry. With Pabbly Connect, you can ensure that your leads are efficiently managed and readily available in your CRM.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating Facebook Lead Ads with Insightly CRM using Pabbly Connect simplifies lead management. By following the steps outlined, you can automate the process and focus on nurturing your leads effectively.