Integrate Facebook Lead Ads with LeadSquared CRM Using Pabbly Connect

Learn how to seamlessly integrate Facebook Lead Ads with LeadSquared CRM using Pabbly Connect for efficient lead management and automation. 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 start integrating Facebook Lead Ads with LeadSquared CRM, you first need to access Pabbly Connect. Open your browser and navigate to the Pabbly Connect website.

If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click on ‘Sign In’ to access their dashboard. After logging in, you will see various Pabbly applications, but for this integration, select Pabbly Connect.

2. Creating a New Workflow in Pabbly Connect

Once you are in Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for this integration, name it ‘Add Facebook Lead Ads Leads to LeadSquared CRM’. After naming, select the folder where you want to save this workflow.

• Click on ‘Create’ to proceed.
• You will be directed to the workflow window where you can set triggers and actions.

In this window, you will set the trigger application as Facebook Lead Ads. This means every time a new lead is generated, your workflow will execute actions you define in LeadSquared CRM.

3. Setting Up the Trigger with Facebook Lead Ads

In the trigger section of Pabbly Connect, search for and select Facebook Lead Ads as your trigger application. Choose the trigger event as ‘New Lead’. This event will initiate the workflow whenever a new lead is captured from your Facebook ads.

Next, click on ‘Connect’ to link your Facebook account. If this is your first time, select ‘Add New Connection’. After connecting, choose the Facebook page and lead form you want to use for this integration. For example, select your page named ‘Prime Properties’ and the lead form titled ‘Lead Form New’.

4. Testing the Trigger in Pabbly Connect

After setting up your trigger, you need to test it to ensure it captures leads correctly. In Pabbly Connect, click on ‘Save and Send Test Request’. This action will prompt you to generate a test lead using the Meta for Developers lead ads testing tool.

Go to the Meta for Developers site, navigate to the resources, and find the lead ads testing tool. Select your page and form, fill in the required fields, and submit the test lead. After submission, return to Pabbly Connect and check if the test lead details are captured successfully.

• Ensure all fields are filled out accurately during the test submission.
• Verify that the response in Pabbly Connect reflects the test lead information.

This step is crucial to confirm that your integration is functioning as intended before moving on to the action step.

5. Setting Up the Action to Add Leads to LeadSquared CRM

Now that the trigger is set and tested, it’s time to configure the action in Pabbly Connect. Select LeadSquared CRM as your action application and choose the action event as ‘Create or Update Lead’. This action will add new leads from Facebook Lead Ads to your LeadSquared CRM automatically.

Click on ‘Connect’ and provide the required API credentials from your LeadSquared account, including access key, secret key, and API host. You can find these credentials in your LeadSquared account settings under API and Webhooks.

Map the fields from the Facebook lead response to the corresponding fields in LeadSquared CRM. Ensure that the first name, last name, email, and other details are correctly mapped to their respective fields.

After mapping, click on ‘Save and Send Test Request’ to confirm that the leads are added to LeadSquared CRM successfully. Check your LeadSquared account to verify that the test lead appears in your CRM.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to integrate Facebook Lead Ads with LeadSquared CRM. By following the steps outlined, you can automate the lead capturing process, ensuring that your sales team can respond quickly and efficiently to potential clients. This integration not only streamlines your workflow but also enhances lead management and increases conversion rates.