Integrate Facebook Leads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate Facebook leads into Salesforce CRM using Pabbly Connect. Follow our detailed step-by-step tutorial for car insurance leads. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Facebook leads with Salesforce, you will first need to access Pabbly Connect. This platform allows you to automate workflows between different applications seamlessly. You can visit the Pabbly Connect homepage by searching for the URL pa.com/connect.

Once on the homepage, you will see two options: ‘Sign In’ and ‘Sign Up Free’. If you are a new user, click on ‘Sign Up Free’ to create an account and get 300 tasks every month. Existing users should click on ‘Sign In’ to access their dashboard.

2. Creating a Workflow in Pabbly Connect

After signing in to Pabbly Connect, you will be directed to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button located in the top right corner. In the dialog box that appears, name your workflow appropriately, such as ‘Add Car Insurance Facebook Leads to Salesforce’.

• Select your folder for organization, e.g., ‘Facebook Lead Ads’.
• Click on the ‘Create’ button to finalize the workflow setup.

With your workflow created, you will now set up the trigger and action that will facilitate the integration between Facebook leads and Salesforce using Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

In this section, you will configure the trigger application in your Pabbly Connect workflow. Select ‘Facebook Lead Ads’ as your trigger application and choose the ‘New Lead Instant’ event. This setup ensures that every time a new lead is generated, Pabbly Connect captures the details immediately.

To connect your Facebook account, click on ‘Connect’ and select ‘Add New Connection’. If your Facebook account is already linked, you can choose ‘Select Existing Connection’ instead. After selecting, log in to your Facebook account to authorize the connection.

• Choose your Facebook page, e.g., ‘Primer Cars’.
• Select the lead form you created, such as ‘Car Insurance Form’.

Once you have configured these settings, click on ‘Save and Send Test Request’ to ensure that Pabbly Connect is properly receiving leads from Facebook.

4. Configuring the Action in Pabbly Connect

Next, you will set up the action application in your Pabbly Connect workflow. Select ‘Salesforce’ as your action application and choose ‘Create a Lead’ as the action event. This configuration will create a new lead in Salesforce whenever a new lead is captured from Facebook.

To connect Salesforce, click on ‘Connect’ and choose ‘Add New Connection’. You will need to authorize Pabbly Connect to access your Salesforce account. After granting access, you will be prompted to map the data fields from your Facebook lead to Salesforce.

Map the first name and last name from the Facebook lead response. Map the email, phone number, and company name accordingly.

After mapping the required fields, click on ‘Save and Send Test Request’ to verify that the lead is created successfully in Salesforce.

5. Testing the Integration with Pabbly Connect

To ensure that your integration is working correctly, you will need to generate a test lead in your Facebook lead ads. Return to the Meta for Developers page and navigate to the Leads Testing Tool. Here, select your Facebook page and the lead form you are using.

Generate a test lead by filling out the form with dummy data. Once submitted, Pabbly Connect should capture this lead and create a corresponding entry in Salesforce. Refresh your Salesforce leads page to confirm that the new lead appears.

Delete any previous test leads to allow for new submissions. Repeat the test submission process to verify the automation.

After successfully testing, you can be confident that your integration between Facebook leads and Salesforce via Pabbly Connect is fully operational.

Conclusion

Using Pabbly Connect, you can easily integrate Facebook leads into Salesforce CRM. This tutorial provided a step-by-step guide on how to set up the trigger and action processes effectively. By automating this workflow, you can streamline your lead management process and enhance your car insurance business’s efficiency.