How to Create Agile CRM Contacts from Facebook Lead Ads Using Pabbly Connect

Learn how to create Agile CRM contacts from Facebook Lead Ads leads using Pabbly Connect in this detailed tutorial. Step-by-step instructions included. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Agile CRM contacts from Facebook Lead Ads leads, you first need to access Pabbly Connect. Begin by visiting the Pabbly Connect homepage and either sign in or sign up for a new account. New users can sign up for free and receive 300 tasks every month.

After signing in, you will land on the Pabbly Connect dashboard. Here, you can create workflows that connect different applications. Click on the ‘Create Workflow’ button to initiate the process of integrating Facebook Lead Ads with Agile CRM.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow that captures leads from Facebook Lead Ads and sends them to Agile CRM. In the workflow creation dialog, name your workflow something descriptive like ‘Create Agile CRM Contact from Facebook Lead Ads Leads’. Choose a folder for organization, such as ‘Facebook Lead Ads’.

• Click the ‘Create’ button to finalize your workflow.
• Understand the principles of triggers and actions; the trigger is Facebook Lead Ads, and the action is Agile CRM.

Once the workflow is created, you will set up the trigger. Select Facebook Lead Ads as your trigger application and choose ‘New Lead’ as the event. This setup ensures that every time a new lead is generated, Pabbly Connect captures the details for further processing.

3. Connecting Facebook Lead Ads to Pabbly Connect

To connect your Facebook Lead Ads account, click on ‘Connect’ and select ‘Add New Connection’. If your account is already linked, you can choose an existing connection. Select your Facebook account and authorize the connection.

• Search for your Facebook page, for example, ‘Sparkle Enix’.
• Choose the lead form you wish to use, such as ‘Inquiry Form’.

After saving and sending a test request, Pabbly Connect will wait for a webhook response. You will need to generate a test lead using the Meta Business Suite to complete this step.

4. Generating a Test Lead for Pabbly Connect

Navigate to the Meta for Developers page and use the Lead Ads Testing Tool to generate a test lead. Select your Facebook page and the inquiry form. Enter dummy data, such as a test email and name, then submit the form.

Once you submit the test lead, return to Pabbly Connect. You should see that it has successfully received the lead details, including the email, first name, and other relevant information. This confirms that your trigger is working correctly.

Now that the trigger is set up, you can proceed to the action step where you will connect your Agile CRM account to Pabbly Connect.

5. Connecting Agile CRM to Pabbly Connect

In this final step, choose Agile CRM as your action application and ‘Create a Contact’ as the action event. Click on ‘Connect’ to establish the connection with Agile CRM. If you need to create a new connection, provide your Agile CRM login email and API key.

Retrieve the API key from your Agile CRM account under Admin Settings. Map the lead data from Facebook Lead Ads to the corresponding fields in Agile CRM.

After mapping the necessary fields like first name, last name, email, and phone number, click on ‘Save and Send Test Request’. Check your Agile CRM account to confirm that the new contact has been created successfully. With this, you have completed the integration using Pabbly Connect.

Conclusion

This tutorial demonstrated how to create Agile CRM contacts from Facebook Lead Ads leads using Pabbly Connect. By following the steps outlined, you can automate your lead management process effectively. Enjoy the seamless integration and enhanced productivity!