Learn how to integrate Facebook Lead Ads with Privyr using Pabbly Connect for seamless lead management. Follow our step-by-step guide for automation. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Automation
To integrate Facebook Lead Ads with Privyr, you will first need to access Pabbly Connect. Start by visiting the official Pabbly Connect website and signing in or signing up for a free account. This platform allows you to automate workflows without any coding skills.
After logging in, you will be directed to the dashboard where you can create new workflows. To set up the integration, click on the ‘Create Workflow’ button. This will enable you to define the trigger and action necessary for connecting Facebook Lead Ads to Privyr.
2. Creating a New Workflow in Pabbly Connect
Once you are on the Pabbly Connect dashboard, click on the ‘Create Workflow’ option. Name your workflow something like ‘Add Facebook Leads to Privyr’ and select a folder to save it in. This organization is helpful for managing multiple workflows.
- Create a new workflow by clicking on the ‘Create Workflow’ button.
- Name the workflow appropriately, e.g., ‘Add Facebook Leads to Privyr’.
- Select a folder for better organization.
After naming and organizing, you will see two sections: Trigger and Action. Select Facebook Lead Ads as the trigger application since you want to capture leads as they are generated. This sets the foundation for automating the process using Pabbly Connect.
3. Setting Up the Trigger: Facebook Lead Ads
In this step, you will configure the trigger for your workflow. Select Facebook Lead Ads from the list of applications and then choose the trigger event called ‘New Lead Instant’. This event will initiate the workflow whenever a new lead is generated. using Pabbly Connect
Next, click on the ‘Connect’ button to establish a connection with your Facebook account. If prompted, authorize Pabbly Connect to access your Facebook Lead Ads account. Once connected, select the specific Facebook Page and Lead Gen Form you want to use. This is crucial for ensuring that the correct leads are captured.
4. Configuring the Action: Adding Leads to Privyr
After setting up the trigger, it’s time to configure the action. Select Privyr as your action application and choose the action event ‘Create Client’. This action will automatically add the captured lead to your Privyr CRM.
Click ‘Connect’ and provide the necessary authentication token from your Privyr account. Navigate to the integration section in Privyr to find your authentication token. Once connected, map the lead details from Facebook Lead Ads to the corresponding fields in Privyr, such as name, email, and phone number.
- Select Privyr as the action application.
- Choose ‘Create Client’ as the action event.
- Map lead details like name, email, and phone number to corresponding fields in Privyr.
Once you have mapped the data, click on the ‘Save and Send Test Request’ button to test the integration. If successful, the lead will be created in your Privyr account, confirming that Pabbly Connect has effectively automated the process.
5. Testing the Integration
To ensure everything is working correctly, you need to test the integration. Submit a test lead through your selected Facebook Lead Gen Form. This action should trigger the workflow you just created in Pabbly Connect.
After submitting the test lead, return to Pabbly Connect and check for the response. If you see the lead details captured successfully, it means the integration is functioning as expected. You can now monitor new leads generated through Facebook Lead Ads, which will automatically be added to your Privyr CRM.
Conclusion
In this tutorial, we demonstrated how to use Pabbly Connect to automate the process of adding Facebook Lead Ads leads to Privyr. By following these steps, you can streamline your lead management without any coding skills, enhancing your marketing efficiency.
Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.
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