Automate Facebook Lead Ads Data Entry in Your CRM with Pabbly Connect

Learn how to automate Facebook lead ads data entry into your CRM using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. 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. Accessing Pabbly Connect for Automation

To automate Facebook lead ads data entry, you need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and get 100 free tasks every month.

Once signed in, you will see the dashboard with various applications. Click on the ‘Access Now’ button for Pabbly Connect. This will direct you to the dashboard where you can create your automation workflow.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow. For this example, name it ‘Automate Facebook Lead Ads Data Entry in Your CRM’.

• Enter the workflow name.
• Select a folder to save the workflow.

After naming the workflow and selecting a folder, click the ‘Create’ button. You will now see two windows: one for the trigger and one for the action. This setup is crucial for the automation process.

3. Setting Up Trigger with Facebook Lead Ads

The next step is to set up the trigger in Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application. For the trigger event, choose ‘New Lead Instant’. Click the connect button to establish a connection between Facebook Lead Ads and Pabbly Connect.

Make sure you are logged into your Facebook account in a new tab. After clicking the connect button, authorize Pabbly Connect to access your Facebook Lead Ads. Select the Facebook page and the lead gen form you want to use.

• Select your Facebook page.
• Choose the lead gen form created for leads.

Once you have selected the page and form, click on the ‘Save and Send Test Request’ button to check if the connection is successful.

4. Testing Lead Capture in Pabbly Connect

To test if Pabbly Connect captures the lead data correctly, generate a test lead using Meta’s lead ad testing tool. Select your Facebook page and the lead gen form, then fill out the form with test data.

After submitting the test lead, go back to your Pabbly Connect workflow. You should see the captured response from the test lead, confirming that Facebook Lead Ads is successfully connected to Pabbly Connect.

Ensure the test lead details match what you submitted. Check for any errors in the captured data.

This step verifies that whenever a new lead is generated, Pabbly Connect will capture the response automatically.

5. Setting Up Action to Create Contacts in CRM

Now it’s time to set up the action in Pabbly Connect. For the action application, select ‘Salesmate’ as you want to create a contact in your CRM. Choose ‘Create Contact’ as the action event.

Click the connect button to establish a connection with Salesmate. You will need to provide the host name, session token, and account URL to create this connection. These details can be found in your Salesmate account settings.

Copy the host name from your Salesmate account URL. Retrieve the session token from the profile settings.

After filling in these details, click the ‘Save’ button. Map the fields from the test lead to the contact fields in Salesmate. This ensures that the lead data is correctly transferred to your CRM.

Conclusion

In this tutorial, we demonstrated how to automate Facebook lead ads data entry into your CRM using Pabbly Connect. By following these steps, you can save time and streamline your lead management process effectively. Automating your workflows with Pabbly Connect enhances efficiency and accuracy in handling leads.