Automate Your CRM with Pabbly Connect: Facebook to Salesforce Integration

Learn how to automate your CRM system using Pabbly Connect by integrating Facebook lead ads with Salesforce. Step-by-step guide included. 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 Automation

To start using Pabbly Connect, you first need to access the platform. If you’re a new user, sign up for a free account to get 100 tasks every month. Existing users can simply log in to their accounts.

Once logged in, navigate to the applications page and click on Pabbly Connect to access your dashboard. From there, you can create a new workflow by clicking on the ‘Create Workflow’ button located in the top right corner.

2. Creating a Workflow in Pabbly Connect

In this section, we will create a workflow to automate the integration between Facebook lead ads and Salesforce using Pabbly Connect. First, you need to name your workflow. For this example, we will name it ‘Building an Automated CRM System Using Pabbly Connect’.

• Access your dashboard in Pabbly Connect.
• Click on ‘Create Workflow’.
• Name your workflow.

After naming your workflow, you will see options for setting up a trigger and action. The trigger is the event that starts the automation, while the action is what happens as a result. For this integration, the trigger will be when a new lead is received through Facebook lead ads, and the action will be to create a new contact in Salesforce.

3. Setting Up Trigger and Action in Pabbly Connect

To set up the trigger in Pabbly Connect, search for ‘Facebook Lead Ads’ and select it as your trigger application. The trigger event will be set to ‘New Lead Instant’. This means that every time a new lead comes in, the workflow will be activated.

Next, you will set the action application. Search for and select ‘Salesforce’ as your action application, with the action event set to ‘Create New Contact’. This configuration ensures that every new lead from Facebook will automatically be added as a contact in Salesforce.

• Select Facebook Lead Ads as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Select Salesforce as the action application.
• Set the action event to ‘Create New Contact’.

Now that you have defined both the trigger and action, you need to connect Pabbly Connect with Facebook Lead Ads and Salesforce to facilitate the data transfer.

4. Connecting Facebook Lead Ads and Salesforce in Pabbly Connect

To connect Facebook Lead Ads to Pabbly Connect, click on the connect button. You will be prompted to authorize the connection through your Facebook account. Once authorized, you will select the Facebook page and the corresponding lead gen form you want to use for this automation.

After selecting the appropriate page and form, click on ‘Save and Send Test Request’. This step is critical as it waits for a webhook response, confirming that the integration is set up correctly. You will then create a test lead to ensure that the data flows through Pabbly Connect successfully.

Log in to your Facebook account and authorize Pabbly Connect. Select your Facebook page and lead form. Click ‘Save and Send Test Request’.

Once the test lead is created, you can return to Pabbly Connect to check if the lead details have been captured successfully. This indicates that your trigger setup is functioning as intended.

5. Finalizing the Integration in Pabbly Connect

With the test lead captured, it’s time to finalize the integration with Salesforce. Click on the connect button for Salesforce and authorize the connection. This step allows Pabbly Connect to send data to Salesforce.

Next, you will map the lead details from the Facebook lead response to the Salesforce contact fields. This mapping is crucial as it ensures that the correct data is transferred. For instance, map the first name, last name, email, and phone number from the lead response.

After mapping the fields, click on ‘Save and Send Test Request’ to confirm that the data is being sent to Salesforce correctly. Once you see a successful response, check your Salesforce account to ensure that the new contact is created accurately. This integration allows you to automate your CRM processes seamlessly using Pabbly Connect.

Conclusion

In this tutorial, you learned how to automate your CRM system using Pabbly Connect by integrating Facebook lead ads with Salesforce. This step-by-step guide provided you with the necessary actions to ensure that new leads are automatically added as contacts. By leveraging Pabbly Connect, you can streamline your lead management process effectively.