Integrate Facebook Lead Ads with Close CRM Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with Close CRM using Pabbly Connect for seamless lead management. Step-by-step guide included! This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin the integration process, access Pabbly Connect by navigating to the official website. Type ‘Pabbly.com/connect’ in your browser’s address bar to reach the landing page.

Once on the site, you will see options to sign in or sign up. If you are a new user, click on ‘Sign Up for Free’ to receive 100 free tasks monthly. Existing users should click ‘Sign In’ to access their dashboard and start creating workflows.

2. Creating a New Workflow in Pabbly Connect

After signing into Pabbly Connect, you will land on your dashboard. To create a new workflow, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; name it ‘Add Facebook Lead Ads Lead to Close CRM’.

• Click on the folder where you want to save the workflow.
• Select the ‘Home’ folder and click ‘Create’.

After creating the workflow, you will see two boxes: one for the trigger and another for the action. Here, you will set up Facebook Lead Ads as the trigger application and Close CRM as the action application.

3. Setting Up Facebook Lead Ads as Trigger

In this section, you will set Facebook Lead Ads as the trigger in your Pabbly Connect workflow. Click on the trigger box and select ‘Facebook Lead Ads’. The trigger event will be ‘New Lead’. Click on ‘Connect’ to establish a connection.

After clicking ‘Add New Connection’, you will be prompted to authorize the connection. Once connected, select your Facebook page, which in this example is ‘Prime Properties’. Next, choose the lead form you want to use for capturing leads.

4. Setting Up Close CRM as Action

Now, you will configure the action step in your Pabbly Connect workflow. Select ‘Close CRM’ as the action application and choose ‘Create Lead’ as the action event. Click ‘Connect’ to link your Close CRM account.

• You will need to enter your Close CRM API key to establish the connection.
• Leave the password field blank and click ‘Save’.

Once the connection is successful, map the fields from your Facebook Lead Ads to Close CRM. For example, map the first name, last name, email, and phone number to their respective fields in Close CRM.

5. Testing the Integration

After setting up the action, it is time to test the integration. Fill out the lead form on your Facebook page with dummy data, such as a first name, last name, email, and phone number. Submit the form and return to Pabbly Connect to check if the response has been received.

If the test is successful, you will see the lead data captured in Pabbly Connect. Now, check your Close CRM account to confirm that the lead has been added. You should see the newly created lead with the details you submitted.

Conclusion

In this tutorial, we demonstrated how to integrate Facebook Lead Ads with Close CRM using Pabbly Connect. This integration allows for seamless lead management and quick follow-ups with potential clients. By automating this process, you can enhance your lead generation strategy effectively.