How to Create Zendesk Ticket for Facebook Lead Ads Leads Using Pabbly Connect

Learn how to automate ticket creation in Zendesk for Facebook Lead Ads leads using Pabbly Connect. Follow our detailed step-by-step tutorial 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. Setting Up Pabbly Connect for Facebook Lead Ads Integration

To create a Zendesk ticket for Facebook Lead Ads leads, you need to first set up Pabbly Connect. Start by accessing the Pabbly Connect website and signing in or signing up for a free account. This step allows you to utilize the platform’s automation capabilities to connect Facebook Lead Ads and Zendesk efficiently.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow. To do this, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Create Zendesk Ticket for Facebook Leads’. Make sure to select the appropriate folder for better organization.

2. Configuring the Trigger for Facebook Lead Ads

The next step involves configuring the trigger in Pabbly Connect. Click on the trigger section and search for Facebook Lead Ads as your trigger application. Select it, and then choose the trigger event, which should be ‘New Lead Instant’. This event will initiate the workflow whenever a new lead is generated.

• Select Facebook Lead Ads as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.
• Connect your Facebook account by following the prompts.

After setting up the trigger, ensure that your Facebook Lead Ads campaign is live and running. This is crucial because Pabbly Connect needs to capture real-time lead data. Once the trigger is configured, you can proceed to generate a test lead to verify that the integration works correctly.

3. Generating a Test Lead to Verify Integration

To test your setup, you need to generate a sample lead through Facebook Lead Ads. Use the Meta for Developers tool to create a test lead. Open the tool, select your Facebook page, and then click on the preview form button to fill out the lead details.

Fill in the required fields such as first name, last name, email, and phone number. For example, use ‘Michael’ as the first name, ‘Caris’ as the last name, and provide a valid email address. After submitting the form, return to Pabbly Connect to check if the lead data has been captured successfully.

4. Setting Up the Action to Create a Ticket in Zendesk

Now that you have successfully configured the trigger, the next step is to set up the action in Pabbly Connect. Search for Zendesk as your action application and select it. Choose ‘Create Ticket’ as the action event. This step will allow Pabbly Connect to create a ticket in Zendesk whenever a new lead is captured.

Connect your Zendesk account by entering your Zendesk subdomain, username, and API token. To find your subdomain, look at the URL of your Zendesk account. For the API token, navigate to your Zendesk admin settings, and create a new API token if you haven’t done so already. Once connected, proceed to map the lead details from Facebook Lead Ads to the ticket fields in Zendesk.

5. Mapping Lead Details and Finalizing the Workflow

Mapping the lead details is a crucial step in the integration process. In Pabbly Connect, you will need to map fields such as the lead’s first name, last name, email, and phone number to the corresponding fields in the Zendesk ticket. This ensures that every time a new lead is generated, the ticket created will contain all relevant information.

After mapping the fields, you can customize the ticket subject and description. For example, set the subject to ‘New Lead from Facebook Lead Ads’ and include a message in the description that summarizes the lead’s details. Once you have filled in all the required fields, click on the ‘Save & Send Test’ button to finalize your workflow.

Check your Zendesk account to confirm that the ticket has been created successfully with the lead details. This integration allows for seamless communication and follow-up with potential customers.

Conclusion

In this tutorial, we explored how to automate the creation of Zendesk tickets for leads generated from Facebook Lead Ads using Pabbly Connect. By setting up triggers and actions, you can ensure that your team is promptly notified of new leads, enhancing your customer engagement process.