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

Learn how to create Zoho CRM contacts from new Facebook leads using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

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. Start by visiting the Pabbly Connect homepage. Here, you can either sign in if you are an existing user or sign up for a free account to explore the platform.

After signing in, you will see the Pabbly Connect dashboard. From here, you can create a new workflow by clicking on the ‘Create Workflow’ button located at the top right corner. This is where the integration process begins.

2. Creating a Workflow in Pabbly Connect

In the workflow creation dialog box, you need to name your workflow. For this integration, name it ‘Facebook Lead Ads to Zoho CRM Contacts’. Select a folder for better organization, then click on the ‘Create’ button to proceed.

• Name your workflow appropriately.
• Choose a folder to organize your workflows.
• Click ‘Create’ to finalize the workflow setup.

Now, you will see the trigger and action setup area. Set your trigger application to Facebook Lead Ads and the trigger event to ‘New Lead Instant’. This setup ensures that every time a new lead is generated, Pabbly Connect captures the response instantly.

3. Connecting Facebook Lead Ads to Pabbly Connect

To connect your Facebook Lead Ads account with Pabbly Connect, click on the ‘Connect’ button and select ‘Add New Connection’. If your account is already connected, you can choose the existing connection instead.

Next, authenticate your Facebook account by selecting your page, which should be named accordingly. After this, you will select the specific lead form you want to use. For this tutorial, choose the form named ‘New Form’. Once selected, click on ‘Save and Send Test Request’ to proceed.

4. Setting Up Zoho CRM Action in Pabbly Connect

After successfully setting up the trigger, it’s time to configure the action. Set your action application to Zoho CRM and the action event to ‘Create Contact’. Click on the ‘Connect’ button to establish a connection with Zoho CRM.

When prompted, enter your Zoho domain. Once logged in, you will authorize Pabbly Connect to access your Zoho CRM account. After successful authorization, you need to map the data fields from the Facebook lead to the Zoho CRM contact fields. This includes mapping the first name, last name, email, and phone number.

• Map the first name from Facebook leads to Zoho CRM.
• Map the last name accordingly.
• Ensure email and phone number fields are also mapped.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to verify the action. You should receive a successful response indicating a new contact has been created in Zoho CRM.

5. Testing the Integration

To ensure that the integration works seamlessly, you must test it by submitting a new lead through the Facebook lead form. Before doing this, delete any previous test leads to avoid conflicts.

After deleting the existing lead, go back to the lead testing tool in Facebook, select your page and form, and submit a new lead. Once submitted, check your Zoho CRM to see if the new contact appears with the details you entered. This confirms that Pabbly Connect is functioning correctly, automating the process as intended.

Conclusion

In this tutorial, we demonstrated how to create Zoho CRM contacts from new Facebook leads using Pabbly Connect. By following these steps, you can automate your lead management process effectively, ensuring that every new lead is captured in your CRM without manual intervention. This integration enhances productivity and streamlines your workflow.