Integrate Facebook Leads to Zoho CRM with Pabbly Connect

Learn how to seamlessly integrate Facebook Lead Ads with Zoho CRM using Pabbly Connect in this detailed tutorial. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Facebook Lead Ads with Zoho CRM, we will use Pabbly Connect. First, open a new tab and search for ‘Pabbly.com/c/connect’. This action will take you to the Pabbly Connect landing page.

If you don’t have an account, you can sign up for free, which takes only a couple of minutes. Once signed in, click on the ‘Access Now’ button under Pabbly Connect to reach the dashboard. Here, you can create workflows to automate your processes.

2. Creating a New Workflow in Pabbly Connect

Once you are on the Pabbly Connect dashboard, you need to create a new workflow. Click on the ‘Create Workflow’ button, and a window will pop up. Name your workflow something descriptive, like ‘Add Facebook Leads to Zoho CRM’. using Pabbly Connect

• Select the folder where you want to save this workflow.
• Click ‘Create’ to proceed to the workflow setup.

In the workflow setup, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger indicates when the workflow should start, and the action defines what happens next. In this case, the trigger will be Facebook Lead Ads, and the action will be Zoho CRM.

3. Setting Up the Trigger for Facebook Lead Ads

The next step is to set up the trigger in your workflow using Pabbly Connect. Select ‘Facebook Lead Ads’ as your trigger application. Then, choose the trigger event as ‘New Lead Instant’. This step is crucial for capturing new leads as they come in from Facebook.

Now, click on ‘Connect’, then ‘Add New Connection’. You will need to log in to your Facebook account to establish this connection. Once connected, select the page from which you want to capture leads. Make sure to choose the correct lead generation form as well.

4. Configuring the Action for Zoho CRM

After setting up the trigger, it’s time to configure the action in your workflow using Pabbly Connect. Select ‘Zoho CRM’ as your action application and choose the action event as ‘Insert/Update Record’. This will allow you to add new leads to your Zoho CRM account automatically.

Click on ‘Connect’, then ‘Add New Connection’. You will need to provide your Zoho CRM domain. After entering the domain, click ‘Save’ and accept the permissions to allow Pabbly Connect access to your Zoho account. Once connected, select ‘Lead’ as your module name.

• Map the fields from Facebook Lead Ads to Zoho CRM, including first name, last name, email, mobile number, and city.
• Click ‘Save and Send Test Request’ to verify that everything is working correctly.

If the test is successful, you will see the new lead created in your Zoho CRM account, confirming that the integration works seamlessly.

5. Testing the Integration in Real-Time

To ensure that your integration between Facebook Lead Ads and Zoho CRM through Pabbly Connect is functioning properly, you can conduct a real-time test. Go back to your Facebook Lead Ads form and submit a new sample lead. Fill in the details such as first name, last name, email, mobile number, and city.

Once submitted, check your Zoho CRM account to see if the new lead appears. This test will confirm that every new lead captured on Facebook is automatically added to your Zoho CRM without manual intervention. This automation saves time and ensures you never miss a lead.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to integrate Facebook Lead Ads with Zoho CRM. By setting up triggers and actions, you can automate the process of adding leads to your CRM, enhancing efficiency and ensuring no leads are missed.