How to Create or Update Keap Contact from Facebook Lead Ads Leads Using Pabbly Connect

Learn how to automate the process of creating or updating Keap contacts from Facebook Lead Ads using Pabbly Connect. Step-by-step guide included. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create or update Keap contacts from Facebook Lead Ads, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and sign in to your account. If you are a new user, you can sign up for free to explore the features available.

Once signed in, you will see various tools offered by Pabbly. Click on the ‘Access Now’ button for Pabbly Connect, which will take you to your dashboard. From here, you can begin the setup process for this integration.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a workflow to automate the process of capturing leads. Click on the ‘Create Workflow’ button. You will be prompted to enter a name for your workflow, such as ‘Create or Update Keap Contact from Facebook Lead Ads.’ Choose the appropriate folder to save this workflow.

• Click on ‘Create’ to open the workflow window.
• This window allows you to set up triggers and actions for your workflow.

Understanding the trigger and action is crucial. The trigger will be set as Facebook Lead Ads, which means when a new lead is received, it will initiate the workflow. This setup allows for seamless integration using Pabbly Connect.

3. Setting Up the Trigger for Facebook Lead Ads

To set up the trigger, select Facebook Lead Ads as your application. You will then choose the trigger event, which is ‘New Lead Instant.’ Click on ‘Connect’ to establish the connection. using Pabbly Connect

If you haven’t connected your Facebook account yet, click on ‘Add a New Connection’ and follow the prompts to authorize Pabbly Connect to access your Facebook Lead Ads account. After successful authorization, select the Facebook page and lead form you want to use.

• Ensure you select the correct page, such as ‘Prime Properties,’ and the specific lead form.
• Click on ‘Send Test Request’ to verify the connection.

Once the test submission is successful, Pabbly Connect will capture the lead details, making them available for the next step in the workflow. This integration ensures that every lead is efficiently processed.

4. Setting Up the Action to Create or Update Keap Contact

Now that the trigger is set, you need to configure the action. Select Keap as your action application and choose the action event ‘Create or Update Contact.’ Click on ‘Connect’ to link your Keap account with Pabbly Connect.

Similar to the trigger setup, if you haven’t connected your Keap account before, click on ‘Add a New Connection’ and authorize Pabbly Connect to access your Keap account. After connecting, you will need to map the data from the lead captured earlier.

Map the email, first name, and last name from the previous step to create a new contact. Ensure to set the ‘Email Opted In’ status and check for duplicates based on the email.

After completing the mapping, click on ‘Save and Send Test Request’ to create or update the contact in Keap. This step confirms that the integration is functioning correctly through Pabbly Connect.

5. Testing the Integration in Real-Time

After setting up the workflow, it’s essential to test the integration to ensure everything works smoothly. You can use the Facebook Lead Ads testing tool to submit a test lead. Fill in the lead form with dummy data, including name, email, phone number, and address.

Once the test lead is submitted, check your Keap account to verify that the new contact has been created with the details you entered. Refresh the contacts page in Keap to see the newly added contact.

Make sure to delete any previous test leads to avoid duplicates. Confirm that the details match what you submitted in the lead form.

This real-time testing confirms that Pabbly Connect is successfully automating the process of creating or updating contacts in Keap from Facebook Lead Ads.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of creating or updating Keap contacts from Facebook Lead Ads. This integration enhances lead management and ensures timely follow-ups without manual effort.