How to Add Facebook Lead Ads Leads to Close CRM Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with Close CRM using Pabbly Connect for seamless lead management. Step-by-step tutorial included. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Facebook Lead Ads Integration

To add Facebook Lead Ads leads to Close CRM, you first need to access Pabbly Connect. Start by navigating to the Pabbly Connect website by typing ‘Pabbly.com/connect’ in your browser.

Once on the site, sign in to your account. If you’re a new user, you can sign up for free and receive 100 tasks monthly. After logging in, you will see the Pabbly Connect dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to automate the process of adding leads to Close CRM. Click on the ‘Create Workflow’ button and name it ‘Add Facebook Lead Ads Lead to Close CRM’.

• Name your workflow appropriately.
• Select a folder to save your workflow.
• Click on ‘Create’ to proceed.

Upon creating the workflow, you will see two boxes: one for the trigger and another for the action. The trigger application will be Facebook Lead Ads, and the action application will be Close CRM.

3. Setting Up Facebook Lead Ads as Trigger in Pabbly Connect

Now, set Facebook Lead Ads as your trigger application in Pabbly Connect. Choose ‘New Lead’ as the trigger event, and click on ‘Connect’ to add a new connection.

Authorize the connection to Facebook Lead Ads. Once connected, select the page you want to use for your ads, such as ‘Prime Properties’. Next, choose the lead form you created for capturing leads.

• Select the appropriate Facebook page.
• Choose the lead form associated with your ads.
• Click on ‘Save and Send Test Request’ to verify the connection.

After saving, you will wait for a webhook response that confirms the connection is successful.

4. Setting Up Close CRM as Action in Pabbly Connect

Next, you will set Close CRM as the action application in Pabbly Connect. Choose ‘Create Lead’ as the action event. Click on ‘Connect’ and enter your API key from Close CRM to establish the connection.

To find your API key, log into your Close CRM account, go to settings, and then API keys. Create a new API key if necessary, and copy it back to Pabbly Connect.

Ensure you have your API key ready from Close CRM. Map the fields from Facebook Lead Ads to Close CRM. Click on ‘Save and Send Test Request’ to finalize the setup.

This action will automatically create a lead in Close CRM whenever a new lead is generated from Facebook Lead Ads.

5. Testing the Integration of Facebook Lead Ads and Close CRM

Finally, it’s time to test the integration between Facebook Lead Ads and Close CRM using Pabbly Connect. Fill out the lead form with dummy information to simulate a new lead submission.

After submitting the form, check your Close CRM account to confirm that the lead has been added successfully. This process demonstrates how effectively Pabbly Connect automates the lead generation process.

Submit a new lead through the Facebook Lead Ads form. Verify that the lead appears in your Close CRM account. Repeat the process to ensure consistency in automation.

With this, you have successfully integrated Facebook Lead Ads with Close CRM using Pabbly Connect, allowing for seamless lead management and follow-ups.

Conclusion

This tutorial outlined how to integrate Facebook Lead Ads with Close CRM using Pabbly Connect. By following these steps, you can automate lead management effectively, ensuring timely follow-ups with potential customers.