Integrating Facebook Lead Ads with Salesforce Using Pabbly Connect

Learn how to automate your lead management process by integrating Facebook Lead Ads with Salesforce using Pabbly Connect in this step-by-step tutorial. Learn to create powerful connections between your critical applications without requiring specialized programming knowledge or extensive technical background.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with Salesforce, you need to access Pabbly Connect. This powerful automation tool allows you to streamline your lead management process without any coding.

Begin by signing up for a free account on Pabbly Connect. Once you log in, you will be taken to the dashboard where you can create a new workflow. Click on the ‘Create Workflow’ button to get started.

2. Creating a New Workflow in Pabbly Connect

In this step, you will set up your workflow in Pabbly Connect. Name your workflow something descriptive, for example, ‘Create Lead in Salesforce from Facebook Lead Ads’. This helps to identify the purpose of the workflow easily.

• Click on the ‘Create’ button to initiate the workflow setup.
• You will see the trigger and action blocks on the page.
• Select ‘Facebook Lead Ads’ as your trigger application.

Once you have selected the trigger application, you need to choose the trigger event. For this integration, select ‘New Lead’ as the event. This event will initiate the workflow whenever a new lead is generated through Facebook Lead Ads.

3. Connecting Facebook Lead Ads in Pabbly Connect

After setting the trigger, the next step is to connect your Facebook Lead Ads account through Pabbly Connect. Click on the ‘Connect’ button to create a new connection.

You will be prompted to log in to your Facebook account if you are not already logged in. Once logged in, grant the necessary permissions to connect your Facebook Lead Ads. After successful connection, select the appropriate Facebook page and lead ad form that you want to use.

• Ensure the lead form is active and has at least one lead’s information.
• Use the Facebook Lead Ads testing tool to submit a test lead if necessary.

Once the connection is established, you can capture the data of the most recently generated lead by clicking on the ‘Save and Send Test Request’ button. This will allow you to verify that the connection is working as intended.

4. Setting Up Salesforce Integration in Pabbly Connect

Now that you have successfully set up the Facebook Lead Ads trigger, it’s time to set up the action to create a record in Salesforce using Pabbly Connect. Search for Salesforce in the action application options and select it.

Select the action event as ‘Create Record’ to create a new lead in Salesforce. Click on the ‘Connect’ button to establish a connection with your Salesforce account. If you are not logged in, you will be prompted to log in and grant access to Pabbly Connect.

Select the object type as ‘Lead’ when prompted. Map the fields from the lead data captured earlier to the corresponding fields in Salesforce.

After mapping the necessary fields like first name, last name, email, and phone number, click on the ‘Save and Send Test Request’ button. This action will create a new lead record in Salesforce, confirming that the integration is working correctly.

5. Verifying Integration Success in Salesforce

Once you have set up the integration, it is crucial to verify that the new lead has been successfully added to Salesforce using Pabbly Connect. Refresh your Salesforce leads page to check for the newly created lead.

You should see the lead information populated as per the details captured from Facebook Lead Ads. This confirms that the automation is functioning correctly, saving you time and effort in managing leads.

With this setup, every new lead generated through Facebook will automatically be added to Salesforce without any manual input. This automation will enhance your productivity and streamline your lead management process.

Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Salesforce using Pabbly Connect. This powerful automation saves time by automatically adding new leads to Salesforce, enhancing your lead management process.