How to Add Facebook Leads to Salesforce CRM Using Pabbly Connect

Learn how to integrate Facebook leads with Salesforce CRM using Pabbly Connect in this detailed step-by-step tutorial. Perfect for health insurance leads! 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 Integration

To start integrating Facebook leads with Salesforce CRM, you need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by searching for ‘Pabbly.com/c/connect’. This user-friendly platform allows you to automate workflows without any coding skills.

Once on the landing page, you have two options: sign in if you are an existing user or sign up for free to explore the app with 100 tasks per month. Click on ‘Access Now’ to enter the dashboard and begin creating your workflow.

2. Creating a Workflow in Pabbly Connect

To create the workflow for adding Facebook leads to Salesforce, click on the ‘Create Workflow’ button in Pabbly Connect. You will be prompted to name your workflow; enter ‘Add Health Insurance Facebook Leads to Salesforce’ and select the folder where you want to save it.

• Click on ‘Create’ to open the workflow window.
• In this window, you will set up the trigger and action for your automation.

Remember, the trigger indicates an event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be ‘Facebook Lead Ads’ and the action will be ‘Salesforce’. This setup allows Pabbly Connect to automate the process seamlessly.

3. Setting Up Facebook Lead Ads as Trigger

In the workflow, select ‘Facebook Lead Ads’ as your trigger application. For the trigger event, choose ‘New Lead Instant’ to ensure that Pabbly Connect captures leads immediately when they are generated. Click on ‘Connect’ to establish the connection. using Pabbly Connect

If you haven’t previously connected your Facebook Lead Ads account, you’ll need to add a new connection. Select your Facebook account and proceed by clicking ‘Continue’. After connecting, specify your Facebook page and lead form to ensure that only relevant leads are captured.

• Select the page named ‘Health Covers’.
• Choose the lead gen form associated with your health insurance ads.

After selecting the appropriate options, click ‘Save and Send Test Request’. Pabbly Connect will wait for a webhook response, so you will need to perform a test submission to proceed.

4. Performing Test Submission for Facebook Leads

To test the integration, open a new tab and navigate to the Meta for Developers website. From there, go to ‘More’ and select ‘Tools’, then find the ‘Lead Ads Testing Tool’. This tool will allow you to create a test lead that Pabbly Connect can capture. using Pabbly Connect

In the testing tool, select your page ‘Health Covers’ and the corresponding lead form. Fill in the required details such as first name, last name, email, company name, and phone number. After entering these details, click ‘Continue’ and then submit.

First Name: Demo Last Name: User Email: [email protected] Company Name: Pabbly Phone Number: 1234567890

After submitting, return to your Pabbly Connect workflow to verify that the lead details have been captured successfully. You should see the information you entered in the test submission.

5. Adding Salesforce as the Action Application

Next, you will set up Salesforce as the action application in your workflow. Search for ‘Salesforce’ and select it as your action application. For the action event, choose ‘Create Lead’ to add the captured lead details to your Salesforce account. using Pabbly Connect

Click on ‘Connect’ to establish the connection with Salesforce. If you haven’t connected your Salesforce account before, you will need to add a new connection and allow Pabbly Connect the necessary permissions to access your Salesforce data.

Map the details from the test lead submitted earlier. Ensure that fields such as first name, last name, email, and phone number are correctly mapped.

Click on ‘Save and Send Test Request’ to finalize the setup. You should receive a confirmation that a new lead has been successfully created in Salesforce. Verify by checking your Salesforce account for the new lead entry.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Facebook leads with Salesforce CRM. By following the steps outlined, you can automate the process of adding health insurance leads to your Salesforce account effectively. This integration streamlines your workflow and enhances lead management.