Integrate Facebook Lead Ads with QuickBooks Online Using Pabbly Connect

Learn how to seamlessly integrate Facebook Lead Ads with QuickBooks Online using Pabbly Connect. Follow our step-by-step tutorial for automation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with QuickBooks Online, you first need to access Pabbly Connect. This platform allows you to automate the process of transferring leads to your QuickBooks account.

Begin by visiting the official Pabbly Connect website. If you are a new user, you can sign up for free and receive 100 tasks every month. Existing users should log into their accounts. Once logged in, you’ll see the dashboard where you can manage your integrations.

2. Creating a Workflow in Pabbly Connect

Creating a workflow is essential for the automation process. In Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of your dashboard. A dialog box will appear where you can name your workflow and select a folder for organization.

• Name your workflow: ‘Create QuickBooks Online Customer from Facebook Lead Ads’.
• Select an appropriate folder, such as ‘Facebook Lead Ads Automations’.

After naming your workflow and selecting the folder, click on the ‘Create’ button. This sets up your workflow, and you will now see options for trigger and action steps.

3. Setting Up the Trigger Step

The next step involves setting up the trigger in Pabbly Connect. For this integration, select ‘Facebook Lead Ads’ as your trigger application. This allows the system to capture leads generated through your Facebook ads.

Choose the trigger event as ‘New Lead Instant’. This configuration ensures that every time a new lead is generated, Pabbly Connect captures the data instantly. Click on the ‘Connect’ button to establish a connection with your Facebook account.

• Log into your Facebook account if prompted.
• Select the Facebook page associated with your ads.
• Choose the lead generation form you created.

After selecting the page and form, click on ‘Save and Send Test Request’ to verify the connection. This step ensures that Pabbly Connect is ready to capture lead data from Facebook Lead Ads.

4. Setting Up the Action Step in QuickBooks

Now that the trigger is set, the next step is to configure the action in Pabbly Connect. Select ‘QuickBooks Online’ as the action application. This is where the leads captured from Facebook will be converted into customers.

Choose the action event as ‘Create a Customer’. After this, click on the ‘Connect’ button to link your QuickBooks account with Pabbly Connect. Ensure you are logged into your QuickBooks account to facilitate this connection.

Map the fields from Facebook Lead Ads to QuickBooks, such as first name, last name, email, and phone number. Click on ‘Save and Send Test Request’ to create a test customer in QuickBooks.

Upon successful mapping and testing, check your QuickBooks account to confirm that the new customer has been created based on the lead data.

5. Verifying the Integration Success

After completing the setup in Pabbly Connect, it is crucial to verify that the integration works as intended. You can do this by generating a test lead using the Facebook Lead Ads testing tool.

Fill in the lead form with test data, then submit the form. Return to your Pabbly Connect workflow to check if the new lead data has been captured. If successful, you will see the lead details reflected in your workflow.

Log into QuickBooks to ensure the new customer has been created based on the test lead. Repeat the process for additional test leads to confirm reliability.

This verification confirms that your integration between Facebook Lead Ads and QuickBooks Online via Pabbly Connect is functioning correctly, ensuring an automated workflow for your business.

Conclusion

In this tutorial, we demonstrated how to integrate Facebook Lead Ads with QuickBooks Online using Pabbly Connect. This seamless automation saves time and ensures that new leads are efficiently added as customers in QuickBooks.