How to Add Facebook Leads to Follow Up Boss Automatically Using Pabbly Connect

Learn how to automate adding Facebook leads to Follow Up Boss using Pabbly Connect. Step-by-step guide for seamless integration. 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 for Integration

To start the process of adding Facebook leads to Follow Up Boss automatically, first access Pabbly Connect. Type the URL Pabbly.com/connect in your browser.

Once on the homepage, you will see options to sign in or sign up for free. Existing users can click on ‘Sign In,’ while new users should click ‘Sign Up for Free’ to create an account. After signing up, you will receive 100 free tasks per month to explore the features of Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, navigate to the dashboard and click on the ‘Create Workflow’ button. This action opens a dialog box prompting you to name your workflow, such as ‘Facebook Leads to Follow Up Boss Automatically.’ Select a folder to save your workflow.

• Click on ‘Create’ to proceed.
• You will see two windows: one for the trigger and one for the action.
• Select Facebook Lead Ads for the trigger and Follow Up Boss for the action.

Understanding triggers and actions is crucial: triggers initiate the workflow, while actions respond to those triggers. In this case, when a new lead is generated from Facebook, the action will add that lead to Follow Up Boss.

3. Setting Up Facebook Lead Ads as the Trigger

In the trigger application section, select ‘Facebook Lead Ads’ and choose the trigger event as ‘New Lead Instant.’ This event ensures that the workflow starts as soon as a new lead is generated.

Next, click on ‘Connect’ and select ‘Add New Connection’ to link your Facebook Lead Ads account to Pabbly Connect. After successful authorization, choose the Facebook page and lead gen form associated with your real estate business.

• Click on ‘Save and Send Test Request’ to capture the lead data.
• You will see a message indicating that it is waiting for a webhook response.
• Perform a test submission to capture the lead response.

Once you complete the test submission, Pabbly Connect will display the captured lead details, confirming the successful connection between Facebook Lead Ads and the platform.

4. Adding Follow Up Boss as the Action

Now that you have set up the trigger, select ‘Follow Up Boss’ as your action application. Choose the action event as ‘Create a New Person’ and click on ‘Connect.’

Enter the API key and password required for this connection. To find your API key, log into your Follow Up Boss account, navigate to ‘Admin,’ and find the API section. Create a new API key and copy it into Pabbly Connect.

Leave the password field blank if you are entering the API key. Complete the connection setup to link Follow Up Boss with Pabbly Connect. Map the lead details from Facebook to Follow Up Boss fields.

Mapping ensures that the first name, last name, email, phone number, and city of the lead are accurately transferred to Follow Up Boss, creating a new person entry automatically.

5. Testing and Completing the Integration

After mapping the details, click on ‘Save and Send Test Request’ to finalize the integration. If successful, you will receive a response confirming that the new person has been created in Follow Up Boss.

To verify, check the People section in Follow Up Boss to see if the new lead appears. The integration is now complete, meaning every new lead from Facebook will automatically be added to Follow Up Boss without manual effort.

This automation will save you time and streamline your lead management process. You can replicate this process for other applications using Pabbly Connect.

By following these steps, you have successfully automated the process of adding Facebook leads to Follow Up Boss, enhancing your real estate business efficiency.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automatically add Facebook leads to Follow Up Boss. This integration simplifies lead management, making your real estate business more efficient.