Integrate Facebook Leads into Salesforce Campaigns Automatically with Pabbly Connect

Learn how to automate the integration of Facebook Lead Ads into Salesforce campaigns using Pabbly Connect. Step-by-step guide for seamless 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. Setting Up Pabbly Connect for Facebook Leads and Salesforce

To automate the process of adding Facebook leads to your Salesforce campaign, the first step is to set up Pabbly Connect. This platform enables seamless integration between your Facebook Lead Ads and Salesforce, ensuring that every new lead is captured automatically.

Log into your Pabbly Connect account. If you don’t have an account, you can create a free one in just a few minutes. After logging in, navigate to the dashboard where you will create a new workflow to connect Facebook Lead Ads with Salesforce.

2. Creating a Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, click on the blue button labeled ‘Create Workflow’. Name your workflow something like ‘Send Facebook Leads to Salesforce Campaign Automatically’. This name will help you identify the workflow later.

• Select Facebook Lead Ads as the trigger application.
• Choose the trigger event as ‘New Lead’.
• Connect your Facebook account by clicking on ‘Connect with Facebook Lead Ads’.

After connecting your Facebook account, select the specific Facebook page and lead form you want to work with. This setup will ensure that any new lead generated from this form will trigger the workflow in Pabbly Connect.

3. Testing Lead Generation from Facebook

After setting up your trigger, it’s essential to test the lead generation process. Use the Facebook Lead Ads testing tool to submit a dummy lead. Make sure your lead form is live to capture the data correctly.

Upon submitting the test lead, Pabbly Connect will automatically receive the lead data. You should see the details such as name, email, and phone number reflected in the Pabbly Connect dashboard. This confirms that the connection between Facebook Lead Ads and Pabbly Connect is functioning properly.

4. Connecting Salesforce with Pabbly Connect

Now that your Facebook leads are connected, the next step is to integrate Salesforce. In Pabbly Connect, add a new action step by selecting Salesforce as the action application. Choose the action event as ‘Add Lead to Campaign’.

Connect your Salesforce account by clicking on ‘Connect with Salesforce’. Once connected, select the specific Salesforce campaign you want to add leads to. Make sure to map the lead data from the previous step to the relevant fields in Salesforce.

• Map the lead’s first name and last name appropriately.
• Ensure the email and phone number fields are also mapped correctly.

After mapping all necessary fields, click on ‘Save and Send Test Request’ to verify that the lead is added to your Salesforce campaign successfully. This step ensures that your integration is working as intended.

5. Finalizing the Integration Process

After confirming that the lead has been added to your Salesforce campaign, you can finalize the integration process. With Pabbly Connect, every time a new lead is generated from your Facebook Lead Ads, it will automatically be added to your specified Salesforce campaign.

It’s important to regularly check the workflow to ensure everything is functioning smoothly. You can also customize your workflow further by adding additional steps or actions as needed, enhancing your automation capabilities with Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the integration of Facebook Lead Ads into Salesforce campaigns. This process allows for real-time synchronization of leads, greatly enhancing your lead management efficiency.