How to Connect Facebook Lead Ads Leads with Your CRM Using Pabbly Connect

Learn how to connect Facebook Lead Ads with your CRM using Pabbly Connect. Follow this step-by-step tutorial for seamless integration and automation. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To connect Facebook Lead Ads with your CRM using Pabbly Connect, start by accessing the Pabbly Connect website. You can sign up for free or log in if you’re an existing user. This step is crucial for managing your leads effectively.

Once signed in, you will see various applications. Click on the option that says ‘Access Now’ under Pabbly Connect. This will take you to your dashboard where you can create workflows for automation.

2. Creating a Workflow in Pabbly Connect

Creating a workflow is essential to automate the lead capturing process from Facebook Lead Ads. In your Pabbly Connect dashboard, click on the button that says ‘Create Workflow’. You will then be prompted to name your workflow and choose a folder for it.

• Choose a folder named Automation for easy access.
• Name your workflow as ‘How to Connect Facebook Lead Ads Leads with Your CRM Using Pabbly Connect’.

After naming your workflow, click on ‘Create’. This action will open the workflow window where you can set triggers and actions. Remember, the trigger is what starts the workflow, and the action is what happens in response.

3. Setting Up the Trigger for Facebook Lead Ads

In this step, you will set up the trigger for your workflow using Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application. This will allow the workflow to start whenever a new lead is generated.

Next, choose the trigger event as ‘New Lead Instant’. Click on ‘Connect’ to establish a connection to your Facebook account. If you haven’t connected your account yet, click on ‘Add New Connection’ and follow the prompts to authorize Pabbly Connect to access your Facebook Lead Ads.

• Select your Facebook page associated with the ads.
• Choose the lead generation form you want to use.

After setting up the trigger, click on ‘Save and Send Test Request’. This step is crucial for capturing the lead data that will be sent to your CRM.

4. Testing the Integration with Dummy Leads

Testing your integration is vital to ensure everything works as expected. After setting up the trigger in Pabbly Connect, you need to generate a test lead. Open a new tab and navigate to the Meta for Developers site.

From there, go to ‘Resources’ and then to ‘Developer Tools’. Use the Lead Ads Testing Tool to create a dummy lead. Fill in the required fields such as skin type and contact details. Once completed, submit the lead.

Ensure you select the correct page and form for testing. Check if Pabbly Connect captures the lead details accurately.

After submission, return to your Pabbly Connect workflow to verify that the lead data has been captured successfully. This confirms that the trigger is working properly.

5. Connecting Facebook Leads to Your CRM

Now that you have successfully set up the trigger, it’s time to connect your leads to your CRM using Pabbly Connect. For the action application, select your CRM, such as Pipedrive.

Choose the action event as ‘Create a Person’. If you haven’t connected your CRM account to Pabbly Connect yet, click on ‘Add New Connection’ and provide your API token. This token is necessary for Pabbly Connect to interact with your CRM.

Once connected, map the fields from the lead data captured in the previous step to the corresponding fields in your CRM. This mapping ensures that the details are accurately transferred. After mapping all necessary fields, click on ‘Save and Send Request’.

Finally, check your CRM to confirm that the new lead has been created successfully. This integration allows you to manage your leads efficiently and automate the process of adding new leads from Facebook Lead Ads directly into your CRM.

Conclusion

In this tutorial, we explored how to connect Facebook Lead Ads with your CRM using Pabbly Connect. By following these steps, you can automate the process of lead management and ensure that every new lead is captured effectively. Integrating these platforms enhances your workflow and saves valuable time.