Integrating Facebook Leads with Deskera Using Pabbly Connect

Learn how to automate adding Facebook leads to Deskera using Pabbly Connect. This step-by-step guide covers everything you need to know. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Facebook leads with Deskera, first access Pabbly Connect. Create a free account by following the sign-up link provided in the description box of the video. This step is essential to begin the automation process.

Once logged in, navigate to the dashboard and click on ‘Create Workflow’. Name your workflow, for instance, ‘Facebook Leads’, and click ‘Create’. This sets up the workspace for your automation.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger for our automation using Pabbly Connect. The trigger is essential as it determines when the workflow will start. Select ‘Facebook Lead Ads’ as the app in the trigger window.

• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook Lead Ads account by clicking ‘Connect with Lead Ads’.
• Select the specific Facebook page running the lead ads.

After selecting the page, choose the lead generation form you created. Ensure that the form is live, as you will need to make a sample submission to test the integration. Click ‘Save and Send Test Request’ to proceed.

3. Testing the Lead Integration with Pabbly Connect

After setting the trigger, it’s time to test the integration using Pabbly Connect. You will generate a test lead using the Facebook Lead Ad Testing Tool. Select the page and lead form you connected earlier.

• Fill out the lead form with dummy user details.
• Submit the form to generate the test lead.
• Check Pabbly Connect for the response from Facebook Lead Ads.

Upon successful submission, you should see the lead details captured in Pabbly Connect. This confirms that the connection is working correctly and that leads will be automatically added to Deskera.

4. Adding Leads to Deskera Using Pabbly Connect

Now that we have confirmed the trigger, the next step is to add the leads to Deskera using Pabbly Connect. In the action window, select ‘Deskera’ as the app and choose the action event to create a contact.

Connect your Deskera account by entering your login credentials. Map the fields from the Facebook lead response to the Deskera contact fields. This includes the name, email, and phone number of the lead.

Map the name from the Facebook lead response to the name field in Deskera. Map the email address and phone number accordingly. Select the status as active and label the lead appropriately.

Click ‘Save and Send Test Request’ to verify that the lead has been added to Deskera. You should see a positive response confirming the contact creation.

5. Verifying the Leads in Deskera

Finally, to confirm the integration is working, check your Deskera account. Refresh the contacts page to see if the test lead has been successfully added. This step is crucial to ensure that everything is functioning as expected with Pabbly Connect.

After refreshing, you should see the test lead listed with the same details you entered earlier. This indicates that the automation is successfully capturing leads from Facebook and adding them to Deskera.

Additionally, you can delete the test lead and generate another one to further confirm that the integration works consistently. Each time a new lead is generated in Facebook, it should appear in Deskera without any manual input.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the process of adding Facebook leads to Deskera. By following the steps outlined, you can efficiently manage your leads and streamline your workflow.