Integrating Facebook Lead Ads with CRM Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with various CRMs like Salesforce and HubSpot using Pabbly Connect for seamless automation. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with any CRM, you first need to access Pabbly Connect. This platform allows you to automate workflows without coding skills. Begin by signing in to your Pabbly Connect account or create a new account if you are a first-time user.

Once signed in, navigate to the dashboard and locate the option to create a new workflow. Click on ‘Create Workflow’ and give your workflow a descriptive name, such as ‘Integrate Facebook Lead Ads with CRM’. This sets the foundation for your automation process.

2. Setting Up the Trigger with Facebook Lead Ads

In this section, you will set up the trigger for your automation using Pabbly Connect. The trigger is essential as it initiates the workflow when a new lead is generated. Select ‘Facebook Lead Ads’ as your trigger application.

• Choose the trigger event as ‘New Lead Instant’.
• Connect your Facebook account by clicking on ‘Connect’.
• Select the relevant Facebook page and lead generation form.

Once you have configured these settings, click on ‘Save and Send Test Request’. This step will allow Pabbly Connect to listen for incoming leads from your Facebook account, ensuring that the workflow runs in real-time.

3. Integrating Facebook Leads with Salesforce

After setting up the trigger, the next step is to integrate the leads with Salesforce using Pabbly Connect. Select Salesforce as your action application and choose the action event, which is to ‘Create a Lead’.

Connect your Salesforce account by clicking on ‘Connect’ and authorize the connection. Now, you will need to map the fields from the Facebook lead to Salesforce. This includes first name, last name, email, and phone number. Mapping ensures that the data flows correctly into Salesforce every time a new lead is captured.

• Map the first name and last name from the Facebook lead data.
• Fill in static fields like company name, which can be set to your business name.
• Click on ‘Save and Send Test Request’ to verify the integration.

Once the test is successful, you will see the new lead created in your Salesforce account, confirming that the integration works seamlessly through Pabbly Connect.

4. Integrating Facebook Leads with HubSpot CRM

Next, you can integrate the leads with HubSpot using Pabbly Connect. Choose HubSpot as your action application and select the action event to ‘Create a Contact’. This allows you to add the new leads directly to your HubSpot CRM.

As with Salesforce, connect your HubSpot account and authorize the connection. You will then need to map the necessary fields such as first name, last name, email, and phone number from the Facebook lead data to the corresponding fields in HubSpot.

Map the first name and last name accordingly. Ensure the email and phone number fields are filled correctly. Click on ‘Save and Send Test Request’ to check if the integration works.

After testing, you should see the new contact in your HubSpot account, confirming that Pabbly Connect has successfully integrated Facebook leads into your CRM.

5. Testing the Integration in Real-Time

Finally, to ensure everything is working perfectly, perform a real-time test of your integration using Pabbly Connect. Go back to your Facebook lead ads and submit a new lead to see if it reflects in both Salesforce and HubSpot.

After submitting the new lead, refresh both your Salesforce and HubSpot accounts. You should see the newly created lead and contact, demonstrating that your integration is functioning as intended.

If both systems have updated successfully, you can confidently say that your integration setup using Pabbly Connect is complete and operational. This allows for efficient management of leads across multiple platforms.

Conclusion

In this tutorial, you learned how to integrate Facebook Lead Ads with CRMs like Salesforce and HubSpot using Pabbly Connect. This automation enhances your lead management process, ensuring efficient data handling between platforms.