How to Create Xero Contact for Facebook Lead Ads Using Pabbly Connect

Learn how to automate the creation of Xero contacts from Facebook Lead Ads using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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 Automation

To automate the creation of Xero contacts from Facebook Lead Ads, you need to start with Pabbly Connect. This powerful integration platform allows you to connect various applications seamlessly.

Begin by visiting the Pabbly Connect homepage. If you’re a new user, click on ‘Sign Up Free’ to create an account and receive 100 free tasks each month. Existing users can simply sign in to access their dashboard.

2. Creating a Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Enter a name for your workflow, such as ‘Create Xero Contact for Facebook Lead Ads’.
• Select a folder to save your workflow. You can create multiple folders as needed.
• Click on the ‘Create’ button to proceed.

After creating the workflow, you will see options to set a trigger and an action. The trigger will be Facebook Lead Ads, and the action will be to create a contact in Xero.

3. Setting Up Facebook Lead Ads Trigger

In this section, set up the trigger for your workflow using Pabbly Connect. Choose Facebook Lead Ads as the trigger application and select the event as ‘New Lead Instant’.

Next, connect your Facebook account to Pabbly Connect. Click on ‘Connect’, then select ‘Add New Connection’. Authorize the connection by choosing your desired Facebook account.

• Select your Facebook page from the dropdown menu.
• Choose the lead form you want to use for capturing new leads.

After setting up the trigger, save the settings. You will need to generate a test lead to confirm that Pabbly Connect is capturing leads correctly.

4. Generating a Test Lead

To test the workflow, use the lead testing tool provided by Meta. Select your Facebook page and lead form, then click on ‘Preview Form’ to fill in test details.

After entering the required fields, click on ‘Continue’ and then ‘Submit’. This action sends a test lead that Pabbly Connect will capture. Refresh the Pabbly Connect dashboard to see if the lead was successfully received.

Check for a successful response indicating that the lead was received. If successful, you can proceed to set up the action to create a contact in Xero.

Once confirmed, you can move on to set up the action step in your workflow.

5. Setting Up Xero Action in Pabbly Connect

In the action step, select Xero as the action application within Pabbly Connect. Choose the event ‘Create a Contact’ to ensure that new leads are added to your Xero account automatically.

Connect your Xero account by clicking on ‘Connect’ and selecting ‘Add New Connection’. Authorize Pabbly Connect to access your Xero data. Select the organization you wish to use for the contacts.

Map the fields from the Facebook lead to the Xero contact, such as first name, last name, email, and phone number. Click ‘Save and Send Test Request’ to confirm the setup.

After saving the settings, check your Xero account to verify that the new contact has been created successfully. This integration streamlines your workflow, ensuring that every new lead is recorded without manual input.

Conclusion

This tutorial demonstrated how to create a Xero contact from Facebook Lead Ads using Pabbly Connect. By automating this process, businesses can efficiently manage new leads and maintain accurate records without manual effort.