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

Learn how to automate Facebook lead ads using Pabbly Connect to integrate with WhatsApp, SMS, Google Sheets, and more. Follow our detailed guide for seamless automation.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Automate Integrations

To begin automating your Facebook lead ads, access Pabbly Connect by signing in or creating a new account. The dashboard will allow you to create workflows that integrate various applications like WhatsApp, SMS, and Google Sheets.

Once logged in, click on the ‘Create Workflow’ tab on the right side. You can name your workflow according to your objective, such as ‘Facebook Lead Ads Integration’. After naming, click on the ‘Create’ button to proceed.

2. Setting Up the Trigger Event for Facebook Lead Ads

The next step involves setting up the trigger event in Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application. The trigger event will be ‘New Lead’, which means the workflow will activate every time a new lead is generated.

• Click on the ‘Connect’ button to establish a connection with your Facebook account.
• Select the Facebook page and lead generation form associated with it.
• Ensure the lead generation form is live to receive lead data correctly.

After saving the connection, you will need to perform a test submission using the Meta for Developers page. This will ensure that your integration is set up to receive data correctly.

3. Adding Lead Data to Google Sheets

After receiving the lead data in Pabbly Connect, you can automate the process of adding this data to Google Sheets. Choose ‘Google Sheets’ as your action application and select the action event as ‘Add New Row’.

Click on the ‘Connect’ button to link your Google Sheets account with Pabbly Connect. Once connected, select the spreadsheet where you want the lead data to be stored. You will need to map the fields correctly to ensure the data is captured accurately.

• Map fields like Name, Email Address, and Phone Number from the lead data.
• Click on ‘Save and Send Test Request’ to verify the integration.
• Check Google Sheets to confirm that the data has been added successfully.

This step ensures that every new lead is automatically recorded in your spreadsheet for further follow-up.

4. Integrating Lead Data with Salesforce

Next, you can integrate the lead data with Salesforce using Pabbly Connect. For this, select ‘Salesforce’ as your action application and choose the action event as ‘Create Contact’.

Connect your Salesforce account by clicking on the ‘Connect’ button. Once authorized, you will need to fill in the contact details such as first name, last name, email, and phone number. Use the text formatter feature in Pabbly Connect to split the full name into first and last names if necessary.

After mapping all required fields, click on ‘Save and Send Test Request’. Verify in Salesforce that the new contact has been created successfully. This integration allows you to manage leads effectively within your CRM.

5. Finalizing and Testing the Integration

To finalize your setup, you can perform a real-time test by submitting a new lead through your Facebook lead form. Check both your Google Sheets and Salesforce accounts to ensure that the lead data appears correctly.

With Pabbly Connect, you can also set up additional actions to send WhatsApp messages or SMS notifications to your leads. This ensures that your follow-up process is automated and efficient.

Submit a test lead through your Facebook lead form. Verify that the lead data is added to both Google Sheets and Salesforce. Set up notifications through WhatsApp or SMS for immediate follow-up.

This one-time setup allows you to automate the entire process of lead management, making your workflow seamless and efficient.

Conclusion

In this tutorial, we explored how to automate Facebook lead ads using Pabbly Connect. By integrating with applications like WhatsApp, SMS, Google Sheets, and Salesforce, you can streamline your lead management process. This automation saves time and enhances your follow-up efficiency.