Integrate Facebook Lead Ads with Your CRM Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with your CRM software using Pabbly Connect. Step-by-step guide to automate lead transfer effortlessly. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Facebook Lead Ads Integration

To start integrating Facebook Lead Ads with your CRM, you need to access Pabbly Connect. This platform allows you to automate the transfer of leads from Facebook directly to your chosen CRM software.

First, create an account on Pabbly Connect if you haven’t already. After logging in, you will land on the dashboard where you can create workflows for your integrations. Click on the blue button labeled ‘Create Workflow’ to get started.

2. Creating a Workflow in Pabbly Connect

Once you are on the dashboard of Pabbly Connect, you will need to create a new workflow for syncing Facebook leads. Start by naming your workflow, for example, ‘Sync Facebook Leads with Your CRM Automatically’.

• Click on the ‘Create’ button after naming your workflow.
• You will see two boxes labeled ‘Trigger’ and ‘Action’.

In the ‘Trigger’ section, select Facebook Lead Ads as your application, and in the ‘Action’ section, choose your CRM application, such as Salesforce or HubSpot. This setup allows you to automate lead transfers seamlessly.

3. Connecting Facebook Lead Ads to Pabbly Connect

To connect Facebook Lead Ads to Pabbly Connect, click on the ‘Connect’ button and then select ‘Add a New Connection’. You will need to authorize Pabbly Connect to access your Facebook account.

Once authorized, select the Facebook page associated with your lead generation form. After selecting the page, choose the specific lead form you have created for capturing leads. This establishes a connection that will allow Pabbly Connect to capture lead data automatically.

4. Automating Lead Transfer to Your CRM

After connecting Facebook Lead Ads, the next step is to set up the action to transfer leads to your CRM using Pabbly Connect. Choose the action event, such as ‘Create a Contact’ in Salesforce.

• Click on ‘Connect with Salesforce’ to authorize the connection.
• Map the required fields from the Facebook lead form to Salesforce fields.

This mapping ensures that every time a new lead is captured, it is automatically added as a contact in Salesforce, streamlining your lead management process.

5. Testing and Verifying Your Integration

To ensure that your integration is working smoothly, perform a test by submitting a lead through your Facebook Lead Ads form. Pabbly Connect will capture this lead and you should see the data reflected in your CRM.

After testing, check your Salesforce dashboard to verify that the contact has been created successfully. If everything is set up correctly, you will see the lead information populated in the CRM, confirming that Pabbly Connect is functioning as intended.

Conclusion

Integrating Facebook Lead Ads with your CRM using Pabbly Connect allows for seamless and automated lead management. By following these steps, you can efficiently transfer leads without manual intervention, enhancing your workflow.