Learn how to integrate Facebook Lead Ads with Zendesk using Pabbly Connect to automate ticket creation for new leads. Follow our detailed tutorial for seamless integration.
Watch Step By Step Video Tutorial Below
1. Access Pabbly Connect to Set Up Your Integration
To begin integrating Facebook Lead Ads with Zendesk, you first need to access Pabbly Connect. Open your web browser and navigate to the Pabbly Connect website. If you don’t have an account, click on the ‘Sign Up for Free’ button, which takes only a couple of minutes to complete.
After signing up, log in to your account. On the dashboard, you will see various applications available for integration. Click on the ‘Create New Workflow’ button to start building your integration workflow. This step is crucial as it sets the foundation for the automation process you will create.
2. Setting Up the Trigger in Pabbly Connect
In this section, you will set up the trigger for your workflow. The trigger is crucial as it initiates the automation process. Click on the trigger application box and search for ‘Facebook Lead Ads’. Select it as your trigger application. using Pabbly Connect
- Choose ‘New Lead Instant’ as the trigger event.
- Connect your Facebook account by clicking on ‘Add New Connection’.
- Authorize Pabbly Connect to access your Facebook Lead Ads.
Once connected, select the Facebook page and lead generation form you want to use. Ensure that your lead generation form is live, as this is essential for receiving leads. After setting up the trigger, click on ‘Save and Send Test Request’ to generate a sample lead.
3. Generating a Sample Lead for Testing
Now that your trigger is set, it’s time to generate a sample lead. This step is important to ensure that the connection works correctly. Use the developer tool from Mata to create a test lead. Navigate to the lead debugging tool and select your Facebook page and form. using Pabbly Connect
- Fill out the form with test details, such as name, email, and phone number.
- Click on the ‘Submit’ button after filling out the form.
- Return to Pabbly Connect to verify that the test lead details are received.
After successfully submitting the form, you should see the lead details reflected in Pabbly Connect. This confirms that your trigger is functioning as intended and ready for the next step.
4. Setting Up the Action to Create a Zendesk Ticket
With the trigger successfully set and tested, the next step is to create an action that will generate a new ticket in Zendesk. In the action application box, search for ‘Zendesk’ and select it. using Pabbly Connect
Choose ‘Create Ticket’ as your action event and connect your Zendesk account to Pabbly Connect. You will need to provide your Zendesk username, API token, and subdomain for this connection. Follow these steps:
Find your Zendesk subdomain in the URL. Generate an API token in your Zendesk Admin Center. Input your Zendesk username formatted as ’email/token’ when connecting.
After successfully connecting, fill in the required information for the ticket, such as the subject, requester name, and description. Use mapping to dynamically insert lead details from the previous step into the ticket description.
5. Finalizing the Integration and Testing
Your integration is almost complete. After mapping all necessary fields, click on ‘Save and Send Test Request’ to finalize the setup. This action will create a new ticket in Zendesk based on the lead details received from Facebook Lead Ads.
To confirm everything is working, log into your Zendesk account and check the tickets section. You should see the newly created ticket with the correct details. This confirms that Pabbly Connect has successfully automated the process of ticket creation based on your Facebook leads.
With this setup, every time a new lead is generated through Facebook Lead Ads, a corresponding ticket will automatically be created in Zendesk, ensuring that your team is notified and can follow up promptly.
Conclusion
Integrating Facebook Lead Ads with Zendesk using Pabbly Connect streamlines the process of managing new leads. This automation ensures that your team can respond quickly and effectively to potential customers, improving overall communication and efficiency.
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