How to Integrate Facebook Lead Ads with Freshdesk CRM Using Pabbly Connect

Learn how to automate adding Facebook Lead Ads leads to Freshdesk CRM using Pabbly Connect in this step-by-step tutorial. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Facebook Lead Ads and Freshdesk CRM

To start integrating Facebook Lead Ads with Freshdesk CRM, we will use Pabbly Connect. First, navigate to the Pabbly Connect homepage by typing ‘pabbly.com/connect’ in your browser. If you already have an account, sign in; otherwise, click on the ‘Sign Up for Free’ button to create a new account.

Once logged in, you will be directed to the All Applications page. Click on ‘Access Now’ under Pabbly Connect to reach your dashboard. Here, click on the ‘Create Workflow’ button located at the top right corner. Name your workflow something like ‘Add Facebook Lead Ads Leads to Freshdesk CRM’ and save it in a folder named ‘Facebook Lead Ads Freshdesk Automation’.

2. Defining Trigger and Action for the Integration

In this step, we will define the trigger and action for our workflow using Pabbly Connect. The trigger application will be Facebook Lead Ads, and the action application will be Freshdesk CRM. Select Facebook Lead Ads as the trigger application and set the trigger event to ‘New Lead Instant’. This means the automation will start whenever a new lead is generated.

• Trigger Application: Facebook Lead Ads
• Trigger Event: New Lead Instant
• Action Application: Freshdesk CRM
• Action Event: Create New Contact

After defining the trigger, move on to the action section and select Freshdesk as your action application. Choose ‘Create New Contact’ as the action event. This setup will ensure that every new lead from Facebook Lead Ads is automatically added as a contact in your Freshdesk CRM.

3. Establishing Connections Between Applications

To automate the process, we need to establish a connection between Facebook Lead Ads and Pabbly Connect. Click on the ‘Connect’ button in the trigger window. If you have an existing connection, you can use that; otherwise, create a new one. Authorize the connection by logging into your Facebook account and allowing the necessary permissions.

Next, select the Facebook page associated with your business and the lead generation form you want to use. For example, if your page is named ‘Sparkle Evenings’, select it from the dropdown. Then, choose the corresponding lead form, such as ‘New Leads Form’, to link it with Pabbly Connect. Click on ‘Save and Send Test Request’ to proceed.

4. Testing the Connection and Mapping Data

Now that the connection is established, we need to test it. You will see a message saying it is waiting for a webhook response. To generate a test lead, go to the Meta for Developers page and navigate to the Lead Ads Testing Tool. Select your page and form, fill in the required details, and submit the form.

Once the test lead is submitted, return to Pabbly Connect. You should see the lead details captured successfully, including the contact number, email, first name, and last name. This confirms that the trigger has been set up correctly and will capture new leads in real-time.

5. Creating a Contact in Freshdesk CRM

With the lead details captured, we can now create a contact in Freshdesk CRM. Click on the ‘Connect’ button in the action window to link Freshdesk with Pabbly Connect. Enter your Freshdesk subdomain, API key, and account password to authorize the connection. Follow the instructions provided to retrieve your API key from the profile settings in Freshdesk.

After successfully connecting, use the mapping feature to insert the lead data into the Freshdesk fields. Map the first name, last name, email, and phone number from the lead details captured earlier. Click on ‘Save and Send Test Request’ to create the contact. You should receive a positive response indicating that the contact has been successfully created in Freshdesk CRM.

Conclusion

This tutorial demonstrated how to integrate Facebook Lead Ads with Freshdesk CRM using Pabbly Connect. By following these steps, you can automate the process of adding new leads as contacts in your Freshdesk CRM, improving your lead management efficiency.