Integrate Facebook Lead Ads with Salesforce CRM Using Pabbly Connect

Learn how to automate the integration of Facebook Lead Ads with Salesforce CRM using Pabbly Connect. Step-by-step tutorial for seamless lead management. 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 start integrating Facebook Lead Ads with Salesforce CRM, you will need to access Pabbly Connect. Begin by signing up for a free account, which can be done through the link provided in the description.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new automation workflow by clicking on the ‘Create Workflow’ button. You will then need to name your workflow, for example, ‘Facebook Lead Ads to Salesforce,’ and select the appropriate folder for your workflow.

2. Setting Up the Trigger with Facebook Lead Ads

In this step, you will set up the trigger for your integration using Pabbly Connect. After naming your workflow, you will see a trigger window where you need to select ‘Facebook Lead Ads’ from the app list. Choose the trigger event as ‘New Lead Instant’ and click on the ‘Connect’ button.

• Select ‘Add New Connection’ to link your Facebook account.
• Click on the ‘Connect with Facebook Leads’ button in the popup window.
• Choose your Facebook account and click ‘Continue’ to establish the connection.

After connecting your Facebook account, you will be prompted to select the Facebook page where your ads are running. Choose the appropriate page and select the lead gen form you want to use. Click on ‘Save and Send Test Request’ to test the connection.

3. Generating a Test Lead for Verification

To ensure that your integration is working correctly, you will need to generate a test lead. Use Meta’s lead ad testing tool for this purpose. Select the Facebook page and lead gen form, then click on the ‘Preview Form’ button to view the form.

• Fill in the details for a dummy lead in the preview form.
• Click on ‘Continue’ and then submit the form to generate the lead.

Return to Pabbly Connect, where you should see a response indicating that the test lead was successfully captured. This confirms that the trigger setup is complete, and you can now proceed to the next step of the integration.

4. Adding the Lead to Salesforce CRM

Now that your trigger is set up and verified, it’s time to add the captured lead to Salesforce CRM using Pabbly Connect. Scroll down to the actions tab and select ‘Salesforce’ as the app. Choose the action event as ‘Create Lead’ and click on the ‘Connect’ button.

Select ‘Add New Connection’ to link your Salesforce account. Click on the ‘Connect with Salesforce’ button, which will allow Pabbly Connect to access your Salesforce account. Once connected, you will need to map the lead details from Facebook Lead Ads to the corresponding fields in Salesforce.

Map the first name, last name, email address, and phone number from the Facebook lead data. Enter a default company name if it’s not provided in the lead data. Select ‘Web’ as the lead source and set the status and rating as needed.

Once all fields are mapped correctly, click on ‘Save and Send Test Request’ to finalize the process. You should receive a confirmation response indicating that the lead has been successfully added to Salesforce.

5. Verifying the Lead in Salesforce

After adding the lead, it’s essential to verify that the information has been correctly transferred to Salesforce. Go to your Salesforce account and refresh the leads page. You should see the newly created lead with all the details matching the information captured from Facebook Lead Ads.

This verification confirms that your integration using Pabbly Connect is functioning as intended. You can now manage your leads efficiently, ensuring that every new lead generated from Facebook is automatically added to your CRM.

Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Salesforce CRM using Pabbly Connect. This automation allows for seamless lead management, ensuring that all new leads are captured and stored in your CRM effortlessly. By following these steps, you can enhance your lead generation process and improve your overall marketing efficiency.