How to Add Facebook Lead Ads Leads to Zoho Bigin CRM Using Pabbly Connect

Learn how to automate adding Facebook Lead Ads leads to Zoho Bigin CRM using Pabbly Connect. Step-by-step guide with specific UI details. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To automate the process of adding Facebook Lead Ads leads to Zoho Bigin CRM, you need to access Pabbly Connect. Begin by typing ‘Pabbly.com/connect’ in your browser. If you are a new user, click on ‘Sign up for free’ to get started with 100 free tasks monthly.

Once you have signed in, you will see the Pabbly Connect dashboard. Here, you can manage your workflows and create new ones. Click on ‘Create Workflow’ to begin setting up the integration between Facebook Lead Ads and Zoho Bigin CRM.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a new workflow specifically for adding leads from Facebook Lead Ads to Zoho Bigin CRM. Name your workflow something descriptive, like ‘Facebook Lead Ads to Zoho Bigin CRM’. Then, select a folder to save this workflow. using Pabbly Connect

• Select the trigger application: Facebook Lead Ads.
• Choose the trigger event: New Lead Instant.
• Click on ‘Connect’ to establish the connection with Facebook Lead Ads.

After setting up the trigger, you will be prompted to create a connection with your Facebook account. Once connected, you will need to specify the Facebook Page and Lead Form that you want to use for this automation.

3. Configuring Facebook Lead Ads in Pabbly Connect

Now that you have set up the trigger, it’s time to configure the Facebook Lead Ads settings in Pabbly Connect. You will need to select your Facebook Page from the dropdown menu and specify the Lead Form you want to use.

• Select your Facebook Page from the dropdown list.
• Choose the Lead Form that you have created for collecting leads.

After entering these details, click on ‘Save and Send Test Request’. This step will wait for a webhook response from Facebook. To get this response, you will need to submit a test lead using the Facebook Lead Ads Testing Tool.

4. Setting Up Zoho Bigin CRM in Pabbly Connect

Once you have configured the Facebook Lead Ads trigger, the next step is to set up Zoho Bigin CRM as the action application in Pabbly Connect. Select Zoho Bigin CRM and choose the action event ‘Create Contact’.

To connect with Zoho Bigin, you will need to enter your Zoho domain. This is usually found at the top of your Zoho Bigin dashboard. After entering the domain, click on ‘Connect’. You will then need to authorize the connection by granting permissions.

After connecting, you will map the fields from the Facebook Lead Ads response to the appropriate fields in Zoho Bigin CRM. This mapping is crucial to ensure that the correct data is transferred. For example, map the first name, last name, and email address from the lead response to the corresponding fields in Zoho.

5. Testing the Integration Between Facebook Lead Ads and Zoho Bigin CRM

With both applications configured in Pabbly Connect, it’s time to test the integration. First, ensure that you have submitted a test lead through the Facebook Lead Ads Testing Tool. After doing so, go back to Pabbly Connect and click on ‘Save and Send Test Request’ in the Zoho Bigin action step.

Check your Zoho Bigin CRM to see if the contact has been created successfully. You should see the new lead with the details you provided in the test submission. This confirms that the integration is working as intended.

To further verify, you can submit additional test leads and check if they are being added to Zoho Bigin CRM automatically. This automation saves time and ensures that all leads are captured efficiently.

Conclusion

By following this tutorial, you have successfully learned how to use Pabbly Connect to automate the addition of Facebook Lead Ads leads to Zoho Bigin CRM. This integration streamlines your lead management process and enhances efficiency in handling potential clients.