Integrate Facebook Leads with Keap CRM Using Pabbly Connect

Learn how to seamlessly add Facebook leads to Keap CRM using Pabbly Connect. Follow this step-by-step guide for effective integration. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Facebook leads with Keap CRM, first access Pabbly Connect. Open your browser and type in Pabbly.com/connect to reach the homepage. Here, you have options to sign in or sign up for free, which includes 100 tasks monthly for new users.

After signing in, you will be directed to the applications page. Click on ‘Access Now’ to reach your dashboard. This is where you will create a new workflow for integrating Facebook leads into Keap CRM.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, locate the ‘Create Workflow’ button on the right-hand corner. Click it to bring up a dialog box where you can name your workflow. For this integration, name it ‘Add Facebook Lead Ads Leads to Keap CRM’. using Pabbly Connect

• Select a folder to save your workflow, such as ‘Facebook Lead Ads to Keap Automation’.
• Click on ‘Create’ to proceed.

Once created, you will see a window with the trigger and action setup. This is crucial for your automation, as the trigger will be Facebook Lead Ads and the action will be Keap CRM.

3. Setting Up Trigger and Action in Pabbly Connect

To configure your trigger, search for ‘Facebook Lead Ads’ in the trigger application field. The trigger event will be set to ‘New Lead Instant’. This means that every time a new lead comes in through Facebook, the workflow will automatically run.

Next, for the action application, select ‘Keap’ and choose the action event as ‘Create or Update Contact’. This action will ensure that every new lead is added as a contact in Keap CRM.

To establish the connection between Facebook Lead Ads and Pabbly Connect, click on ‘Connect’. If you have an existing connection, you can use it, or you can create a new one by clicking ‘Connect’ again.

4. Configuring Facebook Lead Ads in Pabbly Connect

After successfully connecting Facebook Lead Ads to Pabbly Connect, select the Facebook page you created for your bakery. Then, choose the lead generation form associated with that page, such as ‘New Contact Form’.

• Click on ‘Save and Send Test Request’ to initiate the process.
• Perform a test submission to ensure data is captured correctly.

Once the test lead is submitted, return to Pabbly Connect to verify that the lead details are captured. This includes the email, first name, last name, phone number, and city of the lead.

5. Finalizing Setup in Keap CRM

With the lead details captured in Pabbly Connect, you now need to connect to Keap CRM. Click on ‘Connect’ in the action setup. If you have an existing connection, you can use it, or create a new one by clicking ‘Connect’ and allowing secure access.

Now, map the fields from the Facebook lead response to the Keap CRM fields. This includes mapping the email, first name, last name, phone number, and lead source ID. Proper mapping ensures that every new response is accurately recorded in Keap CRM.

Finally, click on ‘Save and Send Test Request’ to finalize the process. Check Keap CRM under contacts to see if a new contact has been created with the lead details. This confirms that your automation setup is successful, allowing new leads from Facebook to be automatically added to Keap CRM.

Conclusion

Integrating Facebook leads with Keap CRM using Pabbly Connect streamlines your lead management process. By following these steps, you can automate the capture of leads and ensure they are added as contacts in your CRM efficiently.