How to Add Leads from Facebook Lead Ads to Zoho Bigin CRM Using Pabbly Connect

Learn how to seamlessly add leads from Facebook Lead Ads to Zoho Bigin CRM using Pabbly Connect. Follow this step-by-step tutorial for automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Facebook Lead Ads and Zoho Bigin CRM Integration

To start adding leads from Facebook Lead Ads to Zoho Bigin CRM, you first need to access Pabbly Connect. This platform serves as an integration tool that automates the transfer of leads between these applications.

Begin by signing up for a free account on Pabbly Connect. Once logged in, navigate to the dashboard where you can create your automation workflow. Click on the ‘Create Workflow’ button to initiate the process.

2. Creating the Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a workflow that connects your Facebook Lead Ads with Zoho Bigin CRM. Name your workflow something like ‘Facebook Leads to Zoho Bigin’ and choose a folder for organization.

• Click on the ‘Create’ button to finalize your workflow setup.
• This will display two windows: the trigger and action windows.

In the trigger window, select Facebook Lead Ads as the app and choose the event as ‘New Lead Instant’. This setup will allow Pabbly Connect to detect new leads generated through your Facebook ads.

3. Connecting Facebook Lead Ads to Pabbly Connect

To connect your Facebook Lead Ads account to Pabbly Connect, click on the connect button in the trigger window. Select ‘Add New Connection’ and authenticate your Facebook account.

Choose the Facebook page associated with your ads from the dropdown menu. For example, if your page is named ‘Screen Pro Landscaping’, select it. Then, choose the lead generation form you want to use for collecting leads. If you want to include all forms, select the ‘All Lead Gen Forms’ option.

4. Sending Leads to Zoho Bigin CRM Using Pabbly Connect

Next, scroll down to the action window in your Pabbly Connect workflow. Search for Zoho Bigin as the app and select the action event as ‘Create Contact’. Click on the connect button to link your Zoho Bigin account.

• Enter your Zoho domain when prompted.
• Map the fields from Facebook Lead Ads to Zoho Bigin, such as first name, last name, email, and mobile number.

After mapping the necessary fields, click on the ‘Save and Send Test Request’ button. This will send the lead information from Pabbly Connect to your Zoho Bigin CRM.

5. Testing the Integration with Pabbly Connect

Once your integration is set up, it’s essential to test it. Use the Facebook Lead Ads testing tool to generate a test lead. After submitting the lead form, check your Zoho Bigin CRM to see if the lead appears as a new contact.

With Pabbly Connect, you can ensure that every new lead captured from Facebook is automatically added to your CRM. This automation saves time and reduces manual entry errors.

Conclusion

Integrating Facebook Lead Ads with Zoho Bigin CRM using Pabbly Connect allows for seamless lead management. By automating this process, you can efficiently manage your leads and enhance your marketing efforts.