Integrating PAB with Word Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate PAB with Word Using Pabbly Connect, Salesforce, Facebook, and more in this detailed tutorial. Follow our step-by-step guide for seamless automation. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up PAB and Word Integration

The integration of PAB with Word begins with establishing a link between these applications. First, you will need to log into your PAB account. Once logged in, navigate to the dashboard. Here, you can create a new workflow that connects PAB with Word.

To initiate this process, click on the ‘Create Workflow’ button located at the top right corner. You will then be prompted to name your workflow, such as ‘PAB and Word Integration Workflow’. After naming, select the appropriate folder for organization, and click on ‘Create’ to proceed.

2. Configuring Facebook Lead Ads as a Trigger

In this section, we will configure Facebook Lead Ads as the trigger for our automation. The first step is to select Facebook Lead Ads as your trigger application. Choose the event labeled ‘New Lead Instant’ to ensure that whenever a new lead is generated, PAB captures the response instantly.

• Select ‘Connect’ to establish a new connection with Facebook.
• Choose ‘Add New Connection’ if you haven’t connected your Facebook account yet.
• Authorize PAB by clicking on ‘Connect with Facebook Lead Ads’.

After successful authorization, select your Facebook page where the leads are being generated. Next, choose the lead form you created, ensuring that it corresponds with your advertising campaign. This setup will allow PAB to capture leads directly from your Facebook ads.

3. Testing the Integration with Salesforce

Once your trigger is set up, it’s time to configure the action application, which in this case is Salesforce. You will select Salesforce as your action application and the event ‘Create a Lead’. This step is crucial as it ensures that every new lead captured from Facebook is automatically created in your Salesforce account.

To connect Salesforce, click ‘Connect’ again and choose ‘Add New Connection’. You will need to authorize PAB to access your Salesforce account. Once connected, you will map the fields from the Facebook lead to the corresponding fields in Salesforce.

• Map the first name and last name from the lead details.
• Include the company name, phone number, and email in the mapping process.
• Select the lead source as ‘Web’ and set the status as ‘Open’.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to verify that the integration works smoothly. You can check your Salesforce account to confirm that the lead was successfully created.

4. Finalizing and Testing the Automation

With the integration set up, it is essential to test the entire automation process. Start by generating a test lead through your Facebook lead ad. You will need to delete any previous test leads to create a new one. Navigate to the leads testing tool within Facebook and select your page and form to proceed.

Fill out the test lead form with dummy data and submit it. After submission, return to your PAB dashboard to see if the lead information has been captured successfully. If all goes well, you should see the test lead reflected in your Salesforce account.

Repeat this process with different test leads to ensure that the automation reliably captures leads from Facebook and creates them in Salesforce. This step is crucial for confirming the functionality of your integration.

Conclusion

Integrating PAB with Word, Facebook, and Salesforce allows for seamless lead management. By following the steps outlined in this tutorial, you can automate the process of capturing leads and saving them directly into your Salesforce account, enhancing your workflow efficiency.