Integrate Facebook Leads with Pabbly Connect and Pabbly Email Marketing

Learn how to integrate Facebook leads with Pabbly Connect and Pabbly Connect to automate contact creation and email notifications effectively. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration process, first, access Pabbly Connect by typing Pabbly.com in your browser. This is the central platform for connecting various applications seamlessly.

If you are a new user, you can click on ‘Sign up for free’ to create an account. Existing users should click on ‘Sign In’ and then select ‘Access Now’ under Pabbly Connect. This will take you to the dashboard where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

In Pabbly Connect, creating a new workflow is essential for integrating your applications. Click on the ‘Create Workflow’ option located in the upper right-hand corner of the dashboard.

• Give your workflow a descriptive name, such as ‘Facebook Lead Ads to Pipedrive and Pabbly Email Marketing’.
• Click on ‘Create’ to proceed.
• This will set up the trigger and action framework for your workflow.

Once created, you will see options for setting triggers and actions. This is where the integration process begins, allowing you to connect Facebook Leads with Pipedrive and Pabbly Email Marketing through Pabbly Connect.

3. Setting Up the Trigger from Facebook Leads

The first step in the workflow is to set up a trigger using Facebook Leads. This is done by selecting Facebook Lead Ads as your trigger application in Pabbly Connect.

Choose the ‘New Lead’ trigger event and then click on ‘Connect’. You will have the option to add a new connection. Once connected successfully, select the Facebook page and the lead generation form you want to use. This ensures that every form submission is captured as a lead.

4. Adding Contacts to Pipedrive

After setting up the trigger, the next action is to create a contact in Pipedrive. Select Pipedrive as your action application in Pabbly Connect and choose the ‘Create Person’ action event.

• Add your API token from Pipedrive to establish a connection.
• Map the details from the Facebook lead to create a new contact.
• Click on ‘Save and Send Test Request’ to ensure the contact is created successfully.

Check your Pipedrive account to confirm that the new contact appears with the details you mapped. This step is crucial for maintaining your sales pipeline effectively.

5. Subscribing to Pabbly Email Marketing

The final action in this workflow is to add the lead as a subscriber in Pabbly Email Marketing. Select Pabbly Email Marketing as your action application and choose the ‘Add Subscriber’ action event.

Provide the necessary bearer token from your Pabbly Email Marketing account to establish the connection. Map the email and name fields from the Pipedrive contact to subscribe the lead successfully. Finally, confirm by clicking ‘Save and Send Test Request’.

6. Sending Email Notifications via Gmail

To complete the integration, the last action is to send an email notification to the new subscriber using Gmail. Choose Gmail as your action application in Pabbly Connect and select the ‘Send Email’ action event.

Connect your Gmail account and map the recipient’s email address, sender’s name, subject, and content. Click on ‘Save and Send Test Request’ to send out the confirmation email. This ensures that the subscriber receives a welcome message, confirming their subscription.

Conclusion

This tutorial demonstrates how to use Pabbly Connect to integrate Facebook Leads with Pipedrive and Pabbly Email Marketing effectively. By following these steps, you can automate contact creation and email notifications seamlessly, enhancing your marketing efforts.