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

Learn how to automate the integration of Facebook Leads with Salesforce CRM using Pabbly Connect. This step-by-step guide covers all necessary actions and settings. 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 begin the process of integrating Facebook Leads with Salesforce CRM, you must first access Pabbly Connect. This powerful automation tool allows you to connect various applications without any coding skills.

Simply type in the URL Pabbly.com/connect in your browser. Once there, you can either log in if you’re an existing user or click on the ‘Sign Up for Free’ button to create a new account. New users receive 100 free tasks every month to explore the features of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

After signing in, navigate to the dashboard of Pabbly Connect. Here, you’ll find an option to create a new workflow. Click on ‘Create Workflow’ to begin.

• Name your workflow as ‘Create or Update Facebook Leads Details in Salesforce’.
• Select a folder to save your workflow, such as ‘Facebook Lead Ads Marketing Automations’.
• Click on ‘Create’ to proceed.

Once created, you will see two sections: Trigger and Action. The trigger will be set to Facebook Lead Ads, while the action will be Salesforce CRM, allowing you to automate lead management effectively.

3. Setting Up Facebook Lead Ads as Trigger

In this step, you will select Facebook Lead Ads as your trigger application in Pabbly Connect. Choose the trigger event as ‘New Lead Instant’ to ensure that every new lead generated is captured automatically.

Next, click on ‘Connect Now’ to establish a connection with your Facebook account. If you are already logged in, the authorization will be successful. Select the Facebook page and lead generation form you wish to use. For instance, if your page is named ‘Digital Dynamics’, select it along with the corresponding lead form.

4. Testing the Integration with Pabbly Connect

Now that your trigger is set, it’s time to test the integration. Click on ‘Save and Send Test Request’ within Pabbly Connect. This action will prompt you to submit a test lead through your Facebook lead form.

• Navigate to the Meta for Developers tool to access the Lead Ads Testing Tool.
• Select your page and form, then preview the form.
• Submit a test response to capture the lead details in Pabbly Connect.

Upon successful submission, you should see the lead details captured in Pabbly Connect. This confirms that your integration is functioning correctly and is ready for automation.

5. Updating Salesforce with Facebook Leads

With the Facebook leads captured, the next step is to update Salesforce with this information. In Pabbly Connect, set Salesforce as your action application and choose the action event to search for existing records.

When prompted, connect to your Salesforce account, allowing Pabbly Connect to access your data. You will set the search criteria to look for leads based on the email field to determine if the lead already exists in Salesforce.

If the lead exists, update the record with the new lead source as Facebook Lead Ads. If it does not exist, create a new lead record. This dual functionality ensures that your Salesforce CRM is always up to date with the latest leads from your Facebook campaigns.

Conclusion

In this tutorial, we explored how to automate the process of creating and updating Facebook leads in Salesforce using Pabbly Connect. By following the steps outlined, you can efficiently manage your leads without manual intervention, ensuring your CRM is always current and effective.