Do you want to know how to create Salesforce lead from new Facebook lead ads in real-time? If that’s the case then we are suggesting a technique to integrate Facebook and Salesforce using Pabbly Connect.
Basically, Pabbly Connect is an integration and automation software that lets you transfer data automatically between remote applications.
Before we bounce straight into the integration process, let us get a smidgen of information about both services. Facebook is a social media platform or social networking site that allows the user all over the world to connect and interact. However, Salesforce is a cloud-based software company that provides CRM service and also a complementary suite of enterprise applications focused on customer service, marketing automation, analytics, etc.
Since Facebook and Salesforce don’t have any direct way of integration between them, that’s why here we are using Pabbly Connect.
Why Choose This Method Of Integration?
In contrast with other integration services-
- Pabbly Connect does not charge you for its in-built apps like filters, Iterator, Router, Data transformer, and more
- Create “Unlimited Workflows” and smoothly define multiple tasks for each action
- As compared to other services which offer 750 tasks at $24.99, Pabbly Connect offers 50000 tasks in the starter plan of $29 itself
- Unlike Zapier, there’s no restriction on features. Get access to advanced features even in the basic plan
- Try before you buy! Before spending your money, you can actually signup & try out the working of Pabbly Connect for FREE
After integrating these services, you can easily add new Facebook leads to Salesforce as leads automatically. Moreover, we’ve embedded a video below to assist you with this automation process-
Moreover, if you want to save some time in making this automation from scratch, we have attached a template for the same. Just simply click on the below image to get started quickly and in case you are looking for more apps/integrations, simply visit the Marketplace.
Hence, without further delay, let’s follow the step by step procedure to integrate Facebook and Salesforce.
Step 1: Sign up to Pabbly Connect
Begin the process to create Salesforce lead from new Facebook lead ads by pressing the ‘Sign Up Free’ button on the Pabbly Connect dashboard. Later, either fill-up all the details manually or sign up using Gmail credentials.
Try Pabbly Connect for FREE
Next, after logging into the account, tap on the ‘Access Now’ button as shown in the above image. Start by creating a workflow for your integration by pressing the ‘Create Workflow’ button. Now, you need to name the workflow just like in the above-shown image. I named the workflow ‘Facebook Lead Ads to Salesforce Lead’, you can obviously name the workflow as per your requirements. As soon as you are done naming your workflow, you have to select the application you want to integrate. Pabbly Connect allows you to connect unlimited premium apps, create your free account now. Now, we will select the application that we want to integrate. In this case, we are selecting ‘Facebook Lead Ads’ for integration. In the method section, select ‘New Lead’. After choosing the application, click on the ‘Connect with Facebook Lead Ads’ button to move forward. To connect Facebook to Pabbly Connect, you have to authorize the application. For that, you need to log in to your Facebook account. Next, a window will pop up, here click on the ‘Connect With Facebook Lead Ads’ button and authorize your Facebook account. To check if the integration is capturing data or not, we will add a dummy lead in Facebook. Now, go to your Facebook page and click on the ‘Publishing Tools’ option. Next, you have to click on the ‘Forms Library’ option to reach the forms page that you have created. Here, select any of the listed forms and then click on the ‘Preview’ link to add a new lead. Next, add the name and email of the lead and hit the ‘Next’ button and submit the lead. Subsequently, Pabbly Connect fetches all the pages and forms available on that Facebook account. Simply, select the page and forms from which you want to get the leads. And then click on the ‘Save & Send Test Request’ button to capture the data from Facebook. Once you click on the ‘Save & Send Test Request’ in Pabbly Connect, the lead info will appear on the Pabbly Connect dashboard. Then, click on the ‘Save’ button. To make this Facebook-Salesforce integration work, you have to choose three actions for your trigger. The first action of ‘Data Transformers’ to simplify the data that we got in the trigger event, the second action of ‘Text Formatter’ to split the lead’s name in a proper format. And the third action is of ‘Salesforce’ to create a lead. To add the Data Transformer, click on the plus (+) button and select ‘Data Transformer’ from the choose app drop-down and select in the ‘Action Event’ ‘Facebook Leads Ad’. After selecting the application, click on the ‘Connect With Data Transformer’ button. Now, it’s time to map the field data. Simply click on the map button and select the ‘field_data’ which you received through Facebook Lead Ads trigger and then hit the ‘Save & Send Test Request’ button. Here, we got the response in the correct format, click on the ‘Save’ button. Now, to format the text, just hit the (+) button and then, select ‘Text Formatter’ in choose app, and in the action event select ‘Split Text’. Then, click on the ‘Connect With Text Formatter’ button. Now, map the field to make the text in a proper format. After mapping all the details, simply press the ‘Save & Send Test Request’ button. Lastly, you will get the API response. And as you can see, now the text is in the proper format. Now, press the ‘Save’ button. Now in this step, click on the + button below and choose the application that you want to integrate. Here we have chosen ‘Salesforce’ to integrate and in the method section select ‘Create Lead’. After choosing the application click on the ‘Connect with Salesforce’ button to move forward. To connect Salesforce with Pabbly Connect, you need to authorize the application. For that, you need to log into your Salesforce account. When you click on the ‘Connect’ button, a window will slide in from the right, here you have to again click on the ‘Connect with Salesforce’ button and then grant permission to integrate your Salesforce account with Pabbly Connect. Once you are connected with your Salesforce account, now you have to add all the field’s data like name, email, etc. Map up all the fields quickly. Once you are done mapping up all fields click on the ‘Save & Send Test Request’ button. Here, you can see the integration was successful and the lead from Facebook lead ads has been added to the Salesforce as a Lead automatically. Finally, so this is our way and it is the easiest and fastest method to create Salesforce lead from new Facebook lead ads automatically. Because of Pabbly Connect, you can integrate unlimited apps, create unlimited workflows, automate all your projects, and so much more. You can experience all of these perks without even paying anything as you get to signup for free. You just have to make a few clicks and you are good to go. Therefore, signup now to experience the best integration and automation service. In case of any queries or suggestions, leave your comments below. We will try to get back to you as soon as possible.Step 2: Access Pabbly Connect
Step 3: Workflow for Facebook to Salesforce Integration
(a) Start with a New Workflow
(b) Name the Workflow
Step 4: Setting Trigger for Facebook to Salesforce Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
Step 5: Connecting Facebook to Pabbly Connect
Step 6: Add a Test Lead
(a) Click on Publishing Tools
(b) Go to Forms Library
(c) Preview Form
(d) Create Lead
(e) Send Test Request
Step 7: Test the Response in Pabbly Connect Dashboard
Step 8: Setting Actions for Facebook to Salesforce Integration
(a) Select Application you Want to Integrate
(b) Click the Connect Button
(c) Map the Fields
(d) Save the API Response
(e) Select Application you want to Integrate
(f) Map the Fields
(g) Save the API Response
(h) Select Application you want to Integrate
(i) Click the Connect Button
Step 9: Connecting Salesforce to Pabbly Connect
(a) Authorize Application
(b) Map the Fields
(c) Send a Test Request
Step 10: Check Response in Salesforce Dashboard
Conclusion –
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