Integrate Facebook Leads to Salesforce Using Pabbly Connect for Travel Agencies

Learn how to integrate Facebook leads into Salesforce for your travel agency using Pabbly Connect. Step-by-step tutorial with detailed instructions. 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. Access Pabbly Connect for Your Travel Agency Integration

To start integrating Facebook leads with Salesforce, first access Pabbly Connect. This tool allows you to automate processes efficiently. Begin by visiting the Pabbly Connect website and signing into your account.

If you’re a new user, you can create a free account and get 100 free tasks every month. Once logged in, you will see the Pabbly applications window where you can access Pabbly Connect by selecting ‘Access Now’.

2. Create a Workflow in Pabbly Connect

Next, you need to create a workflow for automating the lead integration process. Click on the ‘Create Workflow’ button in the top right corner of the dashboard. A dialog box will prompt you to enter a workflow name and select a folder.

• Name your workflow: ‘Add Facebook Leads to Salesforce’.
• Select the folder where you want to save this workflow.

Click on the ‘Create’ button to finalize your workflow setup. You will now see the trigger and action windows ready for configuration in Pabbly Connect.

3. Setting Up the Trigger in Pabbly Connect

For the automation to work, you need to set up a trigger. Select ‘Facebook Lead Ads’ as your trigger application. Choose the event as ‘New Lead’ to capture new leads generated by your Facebook ads.

Click the ‘Connect’ button to establish a connection between Facebook Lead Ads and Pabbly Connect. Ensure you are logged into your Facebook account for seamless integration. After authorization, select your Facebook page and lead form.

• Choose the Facebook page: ‘Voyage Ventures’.
• Select the lead form: ‘Travel Inquiry Form’.

Next, click on ‘Save and Send Test Request’ to test the connection. Generate a test lead to verify the setup, and ensure that Pabbly Connect captures the lead details correctly.

4. Setting Up the Action in Pabbly Connect

Once the trigger is set, proceed to set up the action step. Select ‘Salesforce’ as your action application and choose the event ‘Create Record’. This action will create a new contact in Salesforce whenever a new lead is generated.

Click the ‘Connect’ button to link Salesforce with Pabbly Connect. After authorizing, specify the object as ‘Contact’ for the record creation. You will then map the data from the Facebook lead to the Salesforce contact fields.

Map the first name, last name, email, and phone number from the lead data. Set the lead source as ‘Facebook Lead Ads’ for tracking.

After mapping the required fields, click on ‘Save and Send Test Request’ to create the contact in Salesforce. Verify that the new contact appears in your Salesforce account.

5. Conclusion

By following these steps, you can successfully automate the process of adding Facebook leads to Salesforce using Pabbly Connect. This integration will save you time and ensure that your sales team can act on leads promptly.

Utilizing Pabbly Connect for your travel agency allows you to efficiently manage leads and convert them into bookings, enhancing your business operations.