Automate Facebook Lead Ads Management Using Pabbly Connect

Learn how to automate Facebook Lead Ads management using Pabbly Connect. This tutorial covers step-by-step integration with Agile CRM for seamless lead management. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate Facebook Lead Ads management, start by accessing Pabbly Connect. Open your browser and search for Pabbly Connect. You will find options to sign in or sign up for free.

If you are a new user, click on ‘Sign up for free’ to get 100 tasks free every month. As an existing user, click on ‘Sign in’ to access your dashboard. Once logged in, you can navigate to Pabbly Connect to begin setting up your integration.

2. Creating a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, you need to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; enter a name like ‘Automate Facebook Lead Ads Management’ and select a folder to save it.

• Click on ‘Create’ to proceed.
• The workflow window will open, allowing you to set triggers and actions.
• Select Facebook Lead Ads as your trigger application.

In the workflow window, you will define the trigger event. Select ‘New Lead Instant’ to ensure the workflow starts when a new lead is captured. This is where the automation begins with Pabbly Connect.

3. Connecting Facebook Lead Ads to Pabbly Connect

Next, you will connect your Facebook Lead Ads account to Pabbly Connect. Click on ‘Connect’ after selecting your trigger event. If prompted, choose to add a new connection.

• Click on the blue button labeled ‘Connect with Facebook Lead Ads’.
• Select your Facebook account and authorize access.
• Choose the page and lead form you want to use.

Once you’ve selected the page and lead form, click on ‘Save and Send Test Request’. This will set up your trigger successfully in Pabbly Connect, capturing lead information from Facebook Lead Ads.

4. Integrating Agile CRM with Pabbly Connect

Now that you have set up the trigger, it’s time to integrate Agile CRM as the action application in Pabbly Connect. Search for Agile CRM and select it as your action application.

Choose the action event as ‘Create Contact’. Click on ‘Connect’ and add a new connection. Provide your Agile CRM login email, API key, and domain.

After connecting Agile CRM, map the lead details captured from Facebook Lead Ads to the corresponding fields in Agile CRM. This allows Pabbly Connect to dynamically insert lead information into your CRM seamlessly.

5. Testing Your Automation Workflow

To ensure everything is working correctly, test your workflow by submitting a new lead through the Facebook Lead Ads form. After submitting, check your Agile CRM to see if the new contact appears.

Refresh the contacts page in Agile CRM, and you should see the lead details populated correctly. This confirms that Pabbly Connect has successfully automated the lead management process, allowing your sales team to follow up promptly.

With this setup, every new lead generated through your Facebook ads will automatically sync with your Agile CRM, streamlining your lead management and enhancing efficiency.

Conclusion

In this tutorial, you learned how to automate Facebook Lead Ads management using Pabbly Connect. By integrating Facebook Lead Ads with Agile CRM, you can efficiently manage leads without manual data entry, facilitating quicker follow-ups and conversions.