How to Create Salesmate Contact from Facebook Lead Ads Using Pabbly Connect

Learn how to automate creating Salesmate contacts from Facebook Lead Ads using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start creating Salesmate contacts from Facebook Lead Ads, you first need to access Pabbly Connect. Simply visit the Pabbly Connect website and sign in if you are an existing user, or sign up for a free account if you are new. This platform allows you to automate workflows between different applications seamlessly.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new folder for your workflow. Click on the plus icon to create a folder and name it appropriately, such as ‘Facebook Leads to Salesmate’. This organization helps in managing multiple workflows effectively.

2. Creating the Workflow in Pabbly Connect

After setting up your folder, the next step is to create a new workflow within Pabbly Connect. Click on the ‘Create Workflow’ button and name it ‘Create Salesmate Contact from Facebook Lead Ads’. This naming convention ensures clarity about the workflow’s purpose.

• Select ‘Facebook Lead Ads’ as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook Lead Ads account to Pabbly Connect.

After selecting your trigger and connecting your account, you will need to select the specific Facebook page and lead form associated with your ads. Ensure your lead form is live to test the integration properly.

3. Testing the Trigger with Pabbly Connect

Once the trigger is set, it’s important to test it to ensure everything is functioning correctly within Pabbly Connect. Click on the ‘Save and Send Test Request’ button. This action will prepare the system to receive data from your Facebook Lead Ads.

• Go to the Meta for Developers page and find the Lead Ads Testing Tool.
• Select your Facebook page and lead form.
• Submit a test lead to verify that Pabbly Connect receives the data correctly.

Check back in Pabbly Connect to see if the test lead data has been received. This step is crucial to confirm that your integration is working as expected before moving to the action phase.

4. Setting the Action to Create Contacts in Salesmate

Now that the trigger is successfully tested, it’s time to set up the action in Pabbly Connect. Select ‘Salesmate’ as your action application and choose ‘Create Contact’ as the action event. This step is where the actual creation of contacts occurs based on the leads captured from Facebook.

To connect your Salesmate account, you will need to provide specific details such as the host name, session token, and account URL. You can find these details in your Salesmate account settings. Enter the required information in Pabbly Connect to establish the connection.

5. Mapping Data and Finalizing the Workflow

With the action set up, the final step is to map the data from your Facebook leads to the fields in Salesmate. In Pabbly Connect, you’ll see options to input the first name, last name, email, and phone number from the lead data received.

Map the first name and last name from the Facebook lead data. Ensure that all required fields in Salesmate are filled correctly. Click ‘Save and Send Test Request’ to create the contact.

After successfully creating a contact, you can verify in your Salesmate account that the new contact has been added. This integration allows you to automate the process of adding leads from Facebook directly into your Salesmate CRM, streamlining your workflow.

Conclusion

This tutorial demonstrated how to effectively use Pabbly Connect to create Salesmate contacts from Facebook Lead Ads. By following the outlined steps, you can automate your lead management process, saving time and enhancing efficiency.