How to Add Facebook Leads to Salesforce CRM Using Pabbly Connect

Learn how to seamlessly integrate Facebook Leads with Salesforce CRM using Pabbly Connect. Follow our step-by-step tutorial for efficient lead management. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Facebook leads with Salesforce, first access Pabbly Connect. Open your browser and visit the Pabbly website. There, you can either sign in if you’re an existing user or sign up for free if you’re new.

After signing in, you will see various Pabbly applications. Click on Pabbly Connect to begin. This platform allows you to create workflows that automate processes between different applications like Facebook and Salesforce.

2. Creating a Workflow in Pabbly Connect

In Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow and select a folder to save it. Name it something relevant, like ‘Salesforce Lead for Facebook Ads’.

• Click on ‘Create’ to initiate your workflow.
• You will then be taken to the workflow window where you can set triggers and actions.

This window is crucial as it defines what happens when a new Facebook lead is generated. Here, you will select Facebook Lead Ads as your trigger application.

3. Configuring the Facebook Lead Ads Trigger

To set up the trigger, select Facebook Lead Ads and choose the trigger event as ‘New Lead Instant’. After this, click on ‘Connect’. If you have previously connected your Facebook account, you can select that, otherwise, click on ‘Add New Connection’. using Pabbly Connect

After connecting, you will need to select the Facebook page associated with your lead ads. For example, if your page is named ‘Invest Vice’, search and select it. Then, choose the specific lead generation form you want to automate. This is crucial for ensuring that the correct leads are captured.

• Select the form, such as ‘Lead Arts Form’.
• Click ‘Save and Send Test Request’ to capture a test submission.

After clicking save, Pabbly Connect will wait for a webhook response, indicating that it’s ready to receive data from Facebook.

4. Testing and Configuring the Salesforce Action

Now that the trigger is set, the next step is to configure the action. Search for Salesforce in Pabbly Connect and select it as your action application. Choose the action event as ‘Create Lead’.

Once again, click on ‘Connect’ and either select an existing connection or add a new one. After granting the necessary permissions, you will be prompted to map the details from your Facebook lead to Salesforce fields. This mapping is essential for ensuring that the lead information is correctly transferred.

Map fields like first name, last name, email, and phone number from the Facebook lead. Leave non-required fields blank, such as address or website.

After mapping, click on ‘Save and Send Test Request’ to create a lead in Salesforce. If successful, you will receive a confirmation that the lead has been created.

5. Verifying the Lead in Salesforce

To confirm that the integration works, log into your Salesforce account. Search for the email address or name of the test lead you submitted through Facebook. If set up correctly, you should see the lead created with all the relevant details.

For example, if you used ‘demo user’ as the lead’s name, you should find it listed in Salesforce with the associated company name and contact information. This verification step ensures that Pabbly Connect effectively automated the lead creation process.

To further test, you can submit additional leads through the Facebook Lead Ads testing tool and repeat the verification process in Salesforce. This will confirm that your workflow is functioning correctly and efficiently.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Facebook Leads with Salesforce, automating the lead creation process. By following these steps, you can efficiently manage your leads without any manual input, enhancing productivity.