How to Save New Facebook Leads to Airtable Using Pabbly Connect

Learn how to save new Facebook leads to Airtable and add contacts to your CRM using Pabbly Connect in this step-by-step tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To save new Facebook leads to Airtable, you first need to access Pabbly Connect. This powerful integration platform allows you to automate workflows between applications seamlessly. Start by signing up for a free account on the Pabbly Connect website.

After signing in, navigate to the dashboard where you can create a new workflow. This is where you will set up the integration between Facebook and Airtable, allowing you to capture leads automatically as they come in.

2. Setting Up Facebook Leads in Pabbly Connect

In this section, you will configure the Facebook integration within Pabbly Connect. Begin by selecting Facebook as your trigger application. This step is crucial as it determines when the workflow will start.

Next, you will need to set up the trigger event. Choose ‘New Lead’ as the trigger event. Ensure that you have connected your Facebook account to Pabbly Connect by following these steps:

• Log in to your Facebook account through Pabbly Connect.
• Select the Facebook Page from which you want to capture leads.
• Test the connection to ensure it is working properly.

Once you have set up the trigger correctly, Pabbly Connect will listen for new leads from your selected Facebook Page. This setup is essential for automating the lead capture process.

3. Configuring Airtable to Store Leads

Now that you have set up Facebook as a trigger, the next step is to configure Airtable as your action application in Pabbly Connect. This will allow you to store the leads captured from Facebook directly into your Airtable database.

Select Airtable as the action application and choose ‘Create Record’ as the action event. You will need to connect your Airtable account and specify the base and table where you want to save the leads. Ensure you map the fields correctly:

• Map the ‘Name’ field from Facebook to the corresponding field in Airtable.
• Map the ‘Email’ field to the respective Airtable field.
• Include any other relevant fields as needed.

By setting up these mappings, Pabbly Connect ensures that all new leads from Facebook are automatically recorded in Airtable, streamlining your lead management process.

4. Testing the Integration with Pabbly Connect

After setting up both Facebook and Airtable in Pabbly Connect, it’s essential to test the integration. This step helps confirm that leads are being captured and stored correctly. Click on the ‘Test’ button in your Pabbly Connect workflow.

Once the test is complete, check your Airtable base to see if the new lead has been added. If everything is set up correctly, you should see the lead information reflected in your Airtable table. This testing phase is crucial to ensure that your automation works smoothly.

5. Finalizing the Workflow in Pabbly Connect

With successful testing, you are now ready to finalize your workflow in Pabbly Connect. Make sure to give your workflow a descriptive name for easy identification. You can also enable or disable the workflow as needed.

Once your workflow is activated, Pabbly Connect will automatically handle the process of saving new Facebook leads to Airtable without manual intervention. This automation saves time and ensures that no leads are missed.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to save new Facebook leads to Airtable and add contacts to your CRM. By following these steps, you can streamline your lead management process and automate your workflows effectively.