How to Add New Leads from Facebook Lead Ads to CleverTap Using Pabbly Connect

Learn how to automate adding leads from Facebook Lead Ads to CleverTap using Pabbly Connect with this step-by-step tutorial. 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. Introduction to Pabbly Connect for Lead Automation

Pabbly Connect is an excellent automation tool that allows you to integrate various applications seamlessly. In this tutorial, we will explore how to add new leads from Facebook Lead Ads to CleverTap as users using Pabbly Connect. This integration helps in managing leads effectively and ensuring user engagement through CleverTap.

To get started, you will need a Pabbly Connect account. Simply sign up for a free account, which you can set up in just a few minutes. Once you access the Pabbly Connect dashboard, you can begin creating an automation workflow to connect your Facebook Lead Ads with CleverTap.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button on your dashboard. Here, you can name your workflow, for example, ‘Facebook Lead Ads to CleverTap.’ After naming your workflow, select the appropriate folder to save it in and click on ‘Create.’

• Click on ‘Create Workflow’
• Name your workflow (e.g., ‘Facebook Lead Ads to CleverTap’)
• Select the folder to save the workflow

Once the workflow is created, you will see two sections: the trigger window and the action window. The trigger window is where you will set up Facebook Lead Ads as the source of new leads, while the action window will be used to send these leads to CleverTap.

3. Setting Up Facebook Lead Ads Trigger in Pabbly Connect

In the trigger window of Pabbly Connect, search for Facebook Lead Ads. Select it as the app and choose the trigger event as ‘New Lead Instant.’ Click on ‘Connect’ to proceed.

Next, you will need to connect your Facebook account. Click on the button labeled ‘Connect with Facebook Lead Ads’ and select the Facebook account associated with the page running your ads. After connecting, select the Facebook page (for example, ‘Hub Real Estate’) and the lead generation form from which you want to capture leads. Finally, click on ‘Save and Send Test Request’ to test the connection.

4. Adding Leads to CleverTap Using Pabbly Connect

After successfully setting up the trigger, it’s time to configure the action to add leads to CleverTap. In the action window of Pabbly Connect, search for CleverTap and select it. Choose the action event as ‘Create or Update User Profile’ and connect your CleverTap account.

• Enter your CleverTap Account ID and Passcode
• Select the appropriate region for your CleverTap account
• Map the details from Facebook Lead Ads to CleverTap fields

Make sure to map the email address from the Facebook lead as the unique object ID. This ensures that each lead is added or updated correctly in your CleverTap account. After mapping all necessary fields, click on ‘Save and Send Test Request’ to finalize the setup.

5. Testing the Integration Between Facebook Lead Ads and CleverTap

To ensure that the integration between Facebook Lead Ads and CleverTap is working, you can generate test leads using the Facebook Lead Ads testing tool. After creating a test lead, you should see the details reflected in your CleverTap account.

Simply search for the email address of the test lead you generated in CleverTap’s segment section. If everything is set up correctly, you should find the same user profile created with the details you submitted. This confirms that the automation workflow created using Pabbly Connect is functioning as intended.

Conclusion

In this tutorial, we explored how to add new leads from Facebook Lead Ads to CleverTap using Pabbly Connect. By automating this process, you can streamline lead management and enhance user engagement effectively. This integration not only saves time but also ensures that your leads are handled efficiently.