How to Map Facebook Lead Ads Fields to Your CRM Effectively Using Pabbly Connect

Learn how to map Facebook Lead Ads fields to your CRM effectively with Pabbly Connect. Follow this detailed tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To map Facebook Lead Ads fields to your CRM effectively using Pabbly Connect, you first need to access the platform. Start by opening your browser and navigating to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button to create one. This process is quick and will provide you with 100 free tasks every month.

Once logged in, you will be directed to the dashboard. Here, you can find various applications offered by Pabbly Connect. Click on the ‘Connect Now’ button under Pabbly Connect to start creating your workflow. This will lead you to the workspace where you can set up your integrations easily.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a new workflow. Click on the ‘Create Workflow’ button. A pop-up window will appear prompting you to name your workflow. You might name it something descriptive, like ‘Map Facebook Lead Ads to CRM’.

• Name your workflow appropriately.
• Select the folder where you want to save your workflow.
• Click on ‘Create’ to proceed.

Now, you will see two main boxes labeled ‘Trigger’ and ‘Action’. The trigger is what starts the workflow, and the action is what happens as a result. This setup is crucial for integrating Facebook Lead Ads with your CRM through Pabbly Connect.

3. Setting Up the Trigger for Facebook Lead Ads

The first step in your workflow is to set up the trigger. Click on the ‘Trigger’ box and search for ‘Facebook Lead Ads’. Select it as your trigger application. You will then need to specify the trigger event, which in this case is ‘New Lead Instant’.

After selecting your trigger, connect your Facebook Lead Ads account with Pabbly Connect. You will need to click on ‘Connect’, then ‘Add New Connection’, and authorize Pabbly Connect to access your Facebook account. Ensure your Facebook page is selected, as this is where the leads will be coming from.

4. Mapping Facebook Lead Ads Fields to Your CRM

Once the trigger is set up, the next step involves mapping the fields from Facebook Lead Ads to your CRM application. For this example, we will be using Keep as the CRM. In the ‘Action’ box, search for and select ‘Infusionsoft by Keep’. The action event here will be ‘Create/Update Contact’.

Now, you need to connect your Infusionsoft by Keep account with Pabbly Connect. Click on ‘Connect’, and authorize the connection. You will then map the fields from the lead response, such as name, email, and phone number, to the corresponding fields in your CRM.

• Map the email address from Facebook Lead Ads to the email field in Keep.
• Split the full name into first and last name for accurate mapping.
• Ensure phone numbers are mapped correctly, including extensions.

This mapping ensures that whenever a new lead is generated, the details are automatically updated in your CRM, enhancing your lead management process with Pabbly Connect.

5. Testing the Integration in Pabbly Connect

After setting up the mapping, it is crucial to test the integration to ensure everything works seamlessly. Click on the ‘Save and Test’ button in Pabbly Connect. This will allow you to see if the details from Facebook Lead Ads are correctly sent to your CRM.

Once you have tested the integration, you can check your CRM to confirm that a new contact has been created. If successful, you will see the new lead’s details populated in the Keep CRM. This verification step is essential to ensure that the automation is functioning as intended.

With Pabbly Connect, you have successfully created an automated workflow that maps Facebook Lead Ads fields to your CRM effectively. This integration not only saves time but also enhances your ability to manage leads efficiently.

Conclusion

In this tutorial, we explored how to map Facebook Lead Ads fields to your CRM effectively using Pabbly Connect. By following the detailed steps, you can automate the lead generation process and improve your CRM management.