Integrate Facebook Lead Ads with Salesforce CRM Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with Salesforce CRM using Pabbly Connect for seamless automation. Step-by-step guide included. 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. Accessing Pabbly Connect for Automation

To begin the integration process, start by accessing Pabbly Connect. This platform allows you to create automated workflows that connect various applications seamlessly.

After signing up for an account, navigate to the dashboard. Here, you can create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, for example, ‘Facebook Lead Ads to Salesforce,’ and select a folder for organization.

2. Setting Up Facebook Lead Ads Trigger in Pabbly Connect

In this section, we will set up the trigger for Facebook Lead Ads using Pabbly Connect. Start by searching for ‘Facebook Lead Ads’ in the Choose App section of your workflow.

• Select the trigger event as ‘New Lead Instant’ from the dropdown.
• Click on ‘Connect’ and then select ‘Add New Connection’.
• Authorize your Facebook account by clicking on the ‘Connect with Facebook Leads’ button.
• Choose the relevant Facebook page and lead generation form from the dropdown options.

After saving the settings, click on ‘Save and Send Test Request’ to confirm that Pabbly Connect is correctly capturing leads from your Facebook ads.

3. Generating Test Leads for Verification

Next, we will generate a test lead to ensure that the integration works properly. Use the Meta Lead Ads Testing Tool to create a test lead.

• Select the Facebook page and lead generation form you previously set up.
• Fill out the dummy lead details and click on ‘Submit’.

Return to Pabbly Connect to check if the test lead has been captured successfully. You should see the lead details reflected in the response, indicating that the trigger is functioning correctly.

4. Adding Leads to Salesforce CRM Using Pabbly Connect

Now that we have the leads coming in from Facebook, let’s configure the action step to add these leads to Salesforce CRM via Pabbly Connect. Search for ‘Salesforce’ in the Choose App section.

Select the action event as ‘Create Lead’ from the dropdown. Click on ‘Connect’ and then select ‘Add New Connection’. Authorize your Salesforce account by clicking ‘Allow’ in the pop-up window.

After connecting Salesforce, you will need to map the lead details from Facebook to Salesforce. This includes fields like first name, last name, email, and phone number. Ensure you map these correctly to maintain data integrity.

5. Testing the Integration and Finalizing Automation

Once all mappings are complete, click on ‘Save and Send Test Request’ to finalize the integration. This will send the lead information to Salesforce.

Check your Salesforce CRM to confirm that the test lead appears correctly with all mapped details. If everything looks good, your automation is now successfully set up using Pabbly Connect.

With this integration, new leads from Facebook Lead Ads will automatically populate in your Salesforce CRM, enhancing your lead management process.

Conclusion

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

In conclusion, using Pabbly Connect for integrating Facebook Lead Ads with Salesforce CRM streamlines your workflow, ensuring that no lead is missed. This setup allows for efficient lead management and improves your overall marketing strategy.