How to Transfer Facebook Lead Ads Data to Your CRM in Real-Time with Pabbly Connect

Learn how to transfer Facebook Lead Ads data to your CRM in real-time using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. 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 Integration

To transfer Facebook Lead Ads data to your CRM in real-time, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you’re a new user, you can sign up for a free account and receive 100 free tasks every month.

Once logged in, you will see all the available applications in Pabbly Connect. Click on the ‘Access Now’ button to enter the Pabbly Connect dashboard. From here, you can create a new workflow for your automation.

2. Creating a Workflow in Pabbly Connect

To set up the automation, you need to create a workflow in Pabbly Connect. Click on the button in the top right corner labeled ‘Create Workflow’. A dialog box will appear asking for the workflow name and folder selection.

• Name your workflow: ‘Transfer Facebook Lead Data to Your CRM in Real-Time with Pabbly Connect’.
• Select a folder for your workflow, such as ‘Facebook Lead Ads Automations’.

After entering the name and selecting the folder, click on the ‘Create’ button. This will create your workflow, which consists of two main parts: the trigger and the action. The trigger is set up first, followed by the action.

3. Setting Up the Trigger with Facebook Lead Ads

In this section, you will configure the trigger application in Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application. The trigger event you will choose is ‘New Lead Instant’. This means that every time a new lead is generated, Pabbly Connect will capture that lead.

Click the ‘Connect’ button to authorize your Facebook account. Make sure you are logged into your Facebook account in another tab. After authorization, select the Facebook page and the lead generation form you are using. For example, if your page is named ‘Digital Dynamics’, select it along with the corresponding lead gen form.

4. Setting Up the Action to Create a Contact in CRM

Next, you will set up the action step in Pabbly Connect to create a contact in your CRM. Select ‘Keep’ as the action application and choose ‘Create/Update Contact’ as the action event. This step will allow you to add the newly generated lead into your CRM.

Click the ‘Connect’ button and authorize Pabbly Connect to access your Keep account. Once connected, you will need to map the data from the previous step to create the contact. This includes mapping fields like email, first name, last name, and phone number.

• Map the email address from the lead data.
• Map the first name and last name accordingly.
• Set the lead source to ‘Facebook Lead Ads’.

After mapping the required fields, click on ‘Save and Send Test Request’. This will create a contact in your Keep account based on the lead data captured from Facebook Lead Ads.

5. Testing the Integration and Finalizing

To ensure that your integration works, you need to test it. Generate a test lead using the Facebook Lead Ads testing tool. After submitting the test lead, return to your Pabbly Connect workflow to check if the details were captured correctly.

If everything is set up correctly, you will see the test lead data reflected in your workflow. This confirms that Pabbly Connect has successfully captured the lead information and that your integration is functioning as intended.

Finally, check your Keep account to verify that the new contact has been added. This entire process automates the transfer of leads from Facebook to your CRM, saving time and reducing errors.

Conclusion

This tutorial demonstrated how to transfer Facebook Lead Ads data to your CRM in real-time using Pabbly Connect. By following these steps, you can automate your lead management process efficiently and effectively.