Automate Facebook Lead Ads with Pabbly Connect: A Step-by-Step Guide

Learn how to automate Facebook Lead Ads with Pabbly Connect to streamline your CRM and WhatsApp communications. Follow our detailed tutorial for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To automate Facebook Lead Ads, the first step is to access Pabbly Connect. You can do this by navigating to the Pabbly Connect website and signing in or creating a new account. If you’re a new user, you can sign up for free and receive 100 free tasks monthly to explore the platform.

After logging in, you will find the dashboard where you can create workflows. Click on the ‘Create Workflow’ button to begin setting up your automation. This is where you will integrate Facebook Lead Ads with your CRM and WhatsApp using Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Once you are in the Pabbly Connect dashboard, the next step is to create a new workflow. Name your workflow something relevant, such as ‘Automate Facebook Lead Ads’. Select the appropriate folder to save your workflow, ensuring it is organized.

• Click on ‘Create Workflow’ and provide a name.
• Choose the folder for your workflow.
• Confirm by clicking ‘Create’.

After creating the workflow, you will see options for triggers and actions. The trigger will be Facebook Lead Ads, and the actions will be adding leads to your CRM and sending WhatsApp messages using Pabbly Connect.

3. Setting Up the Trigger with Facebook Lead Ads

The trigger for this automation is when a new lead is generated through Facebook Lead Ads. In Pabbly Connect, select Facebook Lead Ads as your trigger application and choose the event as ‘New Lead Instant’. This ensures that every time a lead submits the form, it will trigger the workflow immediately.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account to authorize Pabbly Connect.

Once the connection is made, select the Facebook page and lead generation form you are using. After selecting the correct options, click on ‘Save and Send Test Request’ to ensure everything is set up correctly. This is crucial for the integration to work seamlessly with Pabbly Connect.

4. Adding Leads to Your CRM Using Pabbly Connect

After successfully setting up the trigger, the next step is to add the captured leads to your CRM. Select your CRM application, such as Salesforce, as the action application in Pabbly Connect. Choose the action event as ‘Create a Record’. This allows you to create a new lead record in your CRM automatically.

Map the necessary fields from the lead response to the CRM fields, such as first name, last name, email, and phone number. This mapping ensures that every new lead captured through Facebook Lead Ads is added to your CRM with all relevant details.

Select Salesforce as the action application. Choose ‘Create a Record’ as the action event. Map the lead details to the corresponding fields in Salesforce.

Once the mapping is complete, click on ‘Save and Send Test Request’ to verify that the lead is added to your CRM successfully. This step is essential for tracking leads effectively using Pabbly Connect.

5. Sending WhatsApp Messages to Leads

The final step in this automation process is to send a WhatsApp message to the newly captured leads. Select WhatsApp Cloud API as the action application in Pabbly Connect. Choose the action event as ‘Send Template Message’. This allows you to send pre-approved template messages to your leads instantly.

To set up this action, you will need to connect your WhatsApp Cloud API account and enter the necessary details such as the access token, phone number ID, and WhatsApp business account ID. Once the connection is established, map the recipient’s phone number and select the template you wish to use.

Choose WhatsApp Cloud API as the action application. Select ‘Send Template Message’ as the action event. Map the lead’s phone number and select your message template.

After entering all details, click on ‘Save and Send Test Request’. This will send a WhatsApp message to the lead, confirming that your automation is working perfectly with Pabbly Connect.

Conclusion

In this tutorial, we explored how to automate Facebook Lead Ads using Pabbly Connect. By integrating Facebook Lead Ads with your CRM and WhatsApp, you can streamline your lead management and communication process. This automation not only saves time but also enhances your ability to follow up with leads effectively.