How to Capture Facebook Leads Directly in Your CRM without Coding Using Pabbly Connect

Learn how to capture Facebook leads directly into your CRM using Pabbly Connect. This step-by-step tutorial covers the entire integration process. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Facebook Leads Integration

To capture Facebook leads directly in your CRM, you must first access Pabbly Connect. This platform serves as the central hub for integrating various applications without coding. Begin by visiting the Pabbly Connect homepage.

Once there, you can either sign in if you’re an existing user or sign up for a free account. The sign-up process grants you access to 100 free tasks each month, allowing you to explore the platform’s capabilities.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, the next step is to create a workflow that connects your Facebook leads to your CRM. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow, for example, ‘Capture Facebook Leads in CRM’.
• Select a folder to save your workflow, or create a new one.

This workflow will automate the process of capturing leads from Facebook. Ensure to familiarize yourself with the trigger and action principles, as they are essential for setting up the integration.

3. Setting the Trigger for Facebook Lead Ads

To initiate the automation, you need to set the trigger in Pabbly Connect. Choose Facebook Lead Ads as your trigger application. This allows Pabbly Connect to detect new leads from your ads.

Select the event as ‘New Lead Instant’. This configuration ensures that every time a new lead is generated, Pabbly Connect captures it immediately. After setting this up, connect your Facebook account to Pabbly Connect.

• Authorize Pabbly Connect to access your Facebook account.
• Select the Facebook page and the lead form you want to use.

Once the connection is established, you can proceed to test the lead capture functionality.

4. Testing the Lead Capture Functionality

To ensure everything is functioning correctly, you must test the lead capture process using Pabbly Connect. Utilize the Facebook lead ad testing tool to generate a test lead.

Fill out the form with dummy information, such as first name, last name, email, and phone number. Once submitted, Pabbly Connect will capture this data and send it to your CRM. Check your CRM to verify that the new lead has been added successfully.

Ensure that all details are correctly mapped from the Facebook lead to your CRM. Confirm that the lead appears in your CRM with the correct information.

This step validates that your integration is working as intended, allowing you to capture leads seamlessly.

5. Finalizing the Integration with Your CRM

After successful testing, it’s time to finalize the integration with your CRM using Pabbly Connect. Select your CRM application, such as Pipe Drive, as the action application.

Choose the action event ‘Create Person’. This step enables Pabbly Connect to add new leads as contacts in your CRM automatically. Map the fields from the Facebook lead form to the corresponding fields in your CRM, ensuring that all relevant information is captured accurately.

Once you save the integration, your workflow will be complete. Every new lead generated on Facebook will now be automatically added to your CRM, streamlining your lead management process.

Conclusion

In this tutorial, we explored how to capture Facebook leads directly in your CRM without coding using Pabbly Connect. Following these steps allows for seamless lead integration, enhancing your business efficiency and responsiveness.