Automate Facebook Lead Ads Management Using Pabbly Connect

Learn how to automate Facebook Lead Ads management using Pabbly Connect. This detailed tutorial covers integration steps with Agile CRM for efficient lead management. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate Facebook Lead Ads management, first, access Pabbly Connect. Open your browser and search for Pabbly Connect. You will see options to sign in or sign up for free. New users can click on ‘Sign up for free’ to explore the application with 100 tasks free every month.

Existing users should click on ‘Sign in’ to access their dashboard. Once signed in, locate the Pabbly Connect application among the tools offered. Click on ‘Access Now’ to enter your Pabbly Connect account and start the automation process.

2. Creating a Workflow in Pabbly Connect

To begin automating Facebook Lead Ads, click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow. Enter a descriptive name, such as ‘Automate Facebook Lead Ads Management’ and select a folder for organization.

• Click on ‘Create’ to open the workflow window.
• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.

After setting the trigger, click on ‘Connect’ to add your Facebook Lead Ads account. Follow the prompts to authorize the connection. This setup allows Pabbly Connect to automatically capture new leads from your Facebook ads.

3. Setting Up Agile CRM as the Action Application

Next, we will configure Agile CRM as the action application in Pabbly Connect. After successfully setting up the trigger, search for ‘Agile CRM’ in the action application options. Select ‘Create Contact’ as the action event.

Click on ‘Connect’ to link your Agile CRM account. You will need to provide your login email, API key, and domain details. Ensure that you have these details ready from your Agile CRM account settings to establish a successful connection.

• Enter your Agile CRM login email.
• Input the domain name without the ‘https://’ prefix.
• Copy and paste your API key from Agile CRM settings.

Once connected, you can map fields from the Facebook lead data to the Agile CRM contact fields. This mapping ensures that each new lead is added correctly to your CRM without manual data entry.

4. Testing the Integration with Facebook Lead Ads

To ensure that the integration works, perform a test submission using the Facebook lead form. Go to the Meta for Developers page and use the lead ads testing tool. Select the page and lead form you created earlier for your skincare brand.

Fill out the lead form with test data, including first name, last name, email, and phone number. After submitting the form, return to Pabbly Connect and check the workflow to see if the lead data has been captured successfully.

Ensure the test lead is submitted correctly. Check for a successful response in Pabbly Connect. Verify that the lead appears in Agile CRM.

This test confirms that Pabbly Connect is effectively capturing leads from Facebook and adding them to your Agile CRM automatically.

5. Finalizing the Workflow and Real-time Testing

After confirming that the test lead has been successfully added to Agile CRM, finalize your workflow in Pabbly Connect. This involves ensuring all fields are mapped correctly and that the workflow is activated. Save the workflow to enable real-time lead management.

To conduct a final test, create another lead using the Facebook lead form. Refresh your Agile CRM contacts page to check if the new lead appears instantly. This demonstrates that the entire automation process is functioning as intended.

With this setup, your sales team can efficiently follow up with leads without manual entry, thanks to the power of Pabbly Connect. This automation not only saves time but also enhances lead management efficiency.

Conclusion

In this tutorial, we explored how to automate Facebook Lead Ads management using Pabbly Connect and Agile CRM. By following the outlined steps, you can effectively manage leads in real-time, improving your sales process and reducing manual data entry.