Automate Your Lead Generation System: Facebook Leads to Zoho CRM with Pabbly Connect

Learn how to build an automated lead generation system using Pabbly Connect to integrate Facebook Leads with Zoho CRM. Follow our step-by-step guide. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Build an Automated Lead Generation System

To build an automated lead generation system, the first step is to access Pabbly Connect. Start by signing into your Pabbly Connect account. If you are a new user, you can sign up for free and receive 100 tasks each month.

After signing in, navigate to the dashboard. Click on the ‘Create Workflow’ button located in the top right corner. Name your workflow, such as ‘Build an Automated Lead Generation System using Pabbly Connect’, and choose a folder to save it in, like ‘Zoho CRM’. Click on ‘Create’ to proceed.

2. Setting Up Trigger and Action in Pabbly Connect

In Pabbly Connect, setting up a trigger and action is crucial for automation. The trigger indicates when an action should occur. For this tutorial, select ‘Facebook Lead Ads’ as your trigger application. Choose the trigger event as ‘New Lead Instant’, which will initiate the workflow when a new lead is received.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Set the trigger event to ‘New Lead Instant’.
• This will run the workflow automatically when a new lead is received.

After setting the trigger, move to the action window. Here, select ‘Zoho CRM’ as the action application, and choose ‘Insert or Update Record’ as the action event. This action will create a record in Zoho CRM whenever a new lead is captured from Facebook.

3. Connecting Facebook Lead Ads to Pabbly Connect

To establish a connection between Facebook Lead Ads and Pabbly Connect, click on the ‘Connect’ button. If you are already logged into your Facebook account, select ‘Connect with Facebook Lead Ads’. After successful authorization, select the page associated with your leads.

• Choose the Facebook page that you have created for your business.
• Select the lead generation form associated with that page.
• Click on ‘Save and Send Test Request’ to confirm the connection.

Once the connection is established, you will need to perform a test submission. This ensures that Pabbly Connect can receive data correctly from Facebook Lead Ads. Use the Meta for Developers tool to create a test lead and confirm that the integration works as expected.

4. Creating Leads in Zoho CRM from Facebook

After successfully capturing leads in Pabbly Connect, the next step is to connect Zoho CRM. Click on the ‘Connect’ button to establish a connection with Zoho CRM. Provide your Zoho domain and authorize the connection. Once connected, select ‘Leads’ as the module name in Zoho CRM.

Map the first name and last name fields using data from the Facebook lead response. Use the ‘Text Formatter by Pabbly’ to split the full name into first and last names. Map other details like email and phone number to complete the lead creation process.

After mapping all necessary fields, click on ‘Save and Send Test Request’. Check Zoho CRM to confirm that the lead has been created successfully. This integration allows you to automate the process of adding leads to Zoho CRM directly from Facebook.

Conclusion

In this tutorial, we demonstrated how to build an automated lead generation system using Pabbly Connect to integrate Facebook Leads with Zoho CRM. By following these steps, you can streamline your lead management process efficiently.