How to Create or Update Facebook Leads Details in Salesforce Using Pabbly Connect

Learn how to automate the creation and updating of Facebook leads in Salesforce CRM using Pabbly Connect, a powerful integration platform. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create or update Facebook leads details in Salesforce, you will first need to access Pabbly Connect. This platform serves as the central hub for automating this integration. Start by navigating to the Pabbly Connect homepage by typing ‘Pabbly.com/connect’ in your browser.

Once you are on the Pabbly Connect homepage, you will see options to sign in or sign up for free. If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can simply sign in. After signing up, you will receive 100 free tasks every month to explore the platform.

2. Creating a Workflow in Pabbly Connect

After signing into Pabbly Connect, you will be taken to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button, and a dialog box will appear asking for a name. Enter ‘Create or Update Facebook Leads Details in Salesforce’ and select a folder to save the workflow.

• Provide a name for the workflow.
• Select a folder to save your workflow.
• Click ‘Create’ to proceed.

Once created, you will see two windows open for trigger and action. This is where you will configure the integration between Facebook Lead Ads and Salesforce CRM using Pabbly Connect.

3. Setting Up Facebook Lead Ads as a Trigger

In this step, you will set Facebook Lead Ads as the trigger application in Pabbly Connect. Select Facebook Lead Ads from the trigger options and choose the event ‘New Lead Instant’. This means that every time a new lead is generated, it will trigger the workflow.

Click on ‘Connect Now’ to establish a connection with your Facebook account. If you do not have an existing connection, select ‘Add New Connection’ and authorize Pabbly Connect to access your Facebook account. After successful authorization, select the Facebook page and lead generation form you wish to use for this integration.

4. Searching and Updating Leads in Salesforce

Next, you will set Salesforce as the action application in Pabbly Connect. Choose the action event as ‘Search Record’. This allows you to find existing leads in Salesforce based on the email address received from the Facebook lead. Click ‘Connect Now’ and authorize the connection to your Salesforce account.

After connecting, you will need to specify the Salesforce object you want to search, which in this case is ‘Lead’. Set the field to search by as ‘Email’, and input the fields you want returned, such as first name, last name, and email. This will help you determine whether the lead already exists in Salesforce.

• Select ‘Lead’ as the Salesforce object.
• Set ‘Email’ as the field to search by.
• Map the email from the previous response.

Once configured, click ‘Save and Send Test Request’ to verify that the lead is found in Salesforce. This step ensures that your integration is working correctly.

5. Finalizing the Integration Workflow

After confirming that leads can be found in Salesforce, you will set up conditions to handle both existing and new leads. Use a router in Pabbly Connect to create two branches: one for existing leads and another for new leads. This way, you can update existing lead details or create a new lead as necessary.

For the existing leads route, select ‘Update Record’ as the action in Salesforce and map the necessary fields. For new leads, select ‘Create Record’ and fill in the required fields. This ensures that leads from Facebook Lead Ads are accurately reflected in your Salesforce CRM.

Finally, test the entire workflow by submitting a test lead through Facebook Lead Ads. Verify that the lead is updated or created in Salesforce as expected. This confirms that the integration between Facebook Lead Ads and Salesforce via Pabbly Connect is functioning smoothly.

Conclusion

In this tutorial, we explored how to automate the process of creating and updating Facebook leads details in Salesforce using Pabbly Connect. This integration allows for seamless management of leads, enhancing your digital marketing efforts.