How to Create Zoho CRM Contacts from New Facebook Leads Using Pabbly Connect

Learn how to automate the creation of Zoho CRM contacts from new Facebook leads using Pabbly Connect. Follow our step-by-step guide for seamless integration. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create Zoho CRM contacts from new Facebook leads, you first need to access Pabbly Connect. This platform allows you to automate tasks seamlessly between applications like Facebook and Zoho CRM.

Start by visiting the Pabbly Connect homepage. You can sign up for a free account to explore its features. Once logged in, you will see the dashboard where you can create workflows.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect to handle the integration. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard.

• Name your workflow: Facebook lead ads to Zoho CRM contacts.
• Select a folder for organization.
• Click on ‘Create’ to finalize the workflow setup.

After creating the workflow, you will see options for setting up a trigger and an action. The trigger will be Facebook Lead Ads, and the action will be Zoho CRM.

3. Setting Up the Trigger for Facebook Lead Ads

Now, you need to set up the trigger in Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application and choose ‘New Lead Instant’ as the trigger event. This ensures that whenever a new lead is generated, Pabbly Connect captures it instantly.

Click on ‘Connect’ to establish a connection with your Facebook account. If it’s your first time, select ‘Add New Connection’ and authenticate your Facebook account. Once authorized, select the Facebook page and the specific lead form you want to use.

4. Testing the Trigger and Capturing Data

After setting up the trigger, you must test it to ensure it works correctly. In Pabbly Connect, click on ‘Save and Send Test Request’. The system will wait for a webhook response, which means you need to submit a test lead through your Facebook lead form.

• Go to Meta for Developers and select the Lead Data Debug Tool.
• Choose your Facebook page and form.
• Submit a test lead with dummy data.

Once submitted, go back to Pabbly Connect to see if the lead data has been captured. It should display fields like first name, last name, email, and phone number from your test submission.

5. Setting Up the Action to Create Contacts in Zoho CRM

The final step involves setting up the action in Pabbly Connect. Select ‘Zoho CRM’ as the action application and choose ‘Create Contact’ as the action event. Click on ‘Connect’ to establish a connection with your Zoho CRM account.

You will need to provide your Zoho domain during the connection process. Once connected, proceed to map the data fields from the Facebook lead response to the appropriate fields in Zoho CRM.

Map first name, last name, and email from the Facebook lead response. Ensure you also map the phone number. Click ‘Save and Send Test Request’ to finalize the action setup.

Verify in your Zoho CRM account to see if the new contact has been created successfully with the details from your test lead.

Conclusion

By following these steps, you can efficiently create Zoho CRM contacts from new Facebook leads using Pabbly Connect. This automation saves time and ensures accurate data transfer between platforms, enhancing your lead management process.