Automating CRM Contacts and Opportunities with Pabbly Connect and Facebook Lead Ads

Learn to automate adding contacts and opportunities in your CRM using Pabbly Connect and Facebook Lead Ads with this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating CRM with Facebook Lead Ads, first access Pabbly Connect by visiting the official website. You can sign in if you already have an account or sign up for free if you are a new user. This platform allows you to automate tasks without any coding skills.

Once logged in, you will be directed to the dashboard of Pabbly Connect. Here, you can create workflows that automate the process of adding new leads to your CRM and creating opportunities based on those leads. The initial steps involve selecting the right applications and setting up the necessary connections.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to manage the integration. Click on the ‘Create Workflow’ button to begin. You will be prompted to name your workflow, for example, ‘Create Go High Level Contact and Opportunity for Facebook Lead Ads,’ and select a folder to save it in.

• Name your workflow appropriately.
• Select a folder for organization.
• Click on the ‘Create’ button to finalize.

After creating the workflow, you will see options for triggers and actions. Set the trigger to capture new leads from Facebook Lead Ads, which will initiate the workflow whenever a new lead is generated.

3. Setting Up Facebook Lead Ads Integration

Now, you will set up the trigger for Facebook Lead Ads in Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application and choose the trigger event as ‘New Lead Instant.’ This ensures that the workflow responds immediately when a new lead is captured.

• Connect your Facebook account to Pabbly Connect.
• Select the Facebook page and lead form you are using.
• Save and send a test request to verify the connection.

Once the connection is established, you can test the integration using the Facebook Lead Ads testing tool. This step is crucial to ensure that leads are captured correctly in Pabbly Connect.

4. Adding Leads to Go High Level CRM

After verifying the Facebook Lead Ads integration, the next step is to add the captured leads to your Go High Level CRM. In Pabbly Connect, select ‘Lead Connector V2’ as the action application and choose ‘Create Contact’ as the action event. This will allow you to create a new contact in your CRM based on the lead information.

Map the lead’s details from the previous step to the contact fields. Ensure that all required fields are filled correctly. Save and send a test request to confirm the contact creation.

Once the test request is successful, check your Go High Level CRM to ensure that the new contact has been created with the appropriate details. This confirms that Pabbly Connect is functioning correctly in automating your lead management process.

5. Creating Opportunities in Go High Level

The final step is to create an opportunity for the newly added leads in Go High Level. Again, use Pabbly Connect to set up another action step. Select ‘Lead Connector V2’ and choose ‘Create Opportunity’ as the action event. This will allow you to manage your leads effectively by tracking opportunities.

Map the contact ID from the previous step to link the opportunity with the contact. Select the appropriate pipeline for the opportunity. Save and send a test request to create the opportunity.

Once completed, check your Go High Level account to ensure that the opportunity has been created successfully. This integration ensures that every new lead is not only added as a contact but also tracked as an opportunity, all thanks to Pabbly Connect.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding new leads from Facebook Lead Ads to your CRM and creating opportunities. This integration streamlines your lead management and enhances your business efficiency.