Learn how to automate the creation of Holded contacts from Facebook Lead Ads using Pabbly Connect. Follow this step-by-step guide for seamless integration. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.
Watch Step By Step Video Tutorial Below
1. Accessing Pabbly Connect for Integration
To create a Holded contact for Facebook Lead Ads leads, start by accessing Pabbly Connect. This platform allows you to automate workflows without needing programming skills. Simply visit the Pabbly website and sign in or sign up for a free account.
Once you’re logged in, navigate to the Pabbly Connect dashboard. Here, you can create new workflows that integrate various applications, including Facebook and Holded. Click on the ‘Create Workflow’ button to begin setting up your automation.
2. Creating the Workflow in Pabbly Connect
In this step, you will create a new workflow in Pabbly Connect specifically for Facebook Lead Ads. Name your workflow something descriptive, like ‘Create Holded Contact for Facebook Lead Ads Lead’. Select the appropriate folder for organization.
- Click on ‘Create Workflow’.
- Name your workflow.
- Select the folder for saving.
After creating the workflow, you will see two boxes labeled ‘Trigger’ and ‘Action’. Set Facebook Lead Ads as your trigger application and select the ‘New Lead’ event. This configuration ensures that every time a new lead is added, the workflow is triggered automatically.
3. Connecting Facebook Lead Ads to Pabbly Connect
Next, connect your Facebook Lead Ads account to Pabbly Connect. If you have an existing connection, simply save it. If not, click on ‘Add New Connection’ and log into your Facebook account to grant permissions for accessing your ads.
Once connected, you need to select the specific Facebook page and form associated with your lead ads. For instance, choose your page named ‘Prime Properties’ and select the corresponding form. This setup allows Pabbly Connect to receive data from your lead ads seamlessly.
4. Creating Holded Contact from Facebook Lead Ads
Now that your trigger is set, it’s time to create the contact in Holded. Select Holded as your action application in Pabbly Connect and choose the ‘Create Contact’ action event. This step will automate the creation of contacts based on the leads captured from Facebook.
- Click on ‘Connect’ for Holded.
- Enter your API key from Holded.
- Map the required fields from the lead data.
After mapping the fields like first name, last name, email, and phone number, click on ‘Save and Send Test Request’. This action will send the lead information to Holded, creating a new contact automatically whenever a new lead is submitted through Facebook.
5. Testing the Integration
To ensure everything is working correctly, test the integration by submitting a sample lead through your Facebook Lead Ads. Go back to your form and enter dummy details, then submit it. Pabbly Connect will receive this data and create a contact in Holded.
Check your Holded account to verify that the new contact appears with the details you submitted. This confirms that the automation is functioning as intended. You can repeat this process to test with different leads, ensuring that every submission is captured correctly.
Conclusion
By following these steps, you can successfully create Holded contacts from Facebook Lead Ads leads using Pabbly Connect. This integration streamlines your lead management process, saving you time and effort while improving your workflow efficiency.
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