Integrate Facebook Leads with Salesforce Using Pabbly Connect

Learn how to automate the integration of Facebook leads to Salesforce using Pabbly Connect in this step-by-step tutorial. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Facebook leads with Salesforce, you need to access Pabbly Connect. Simply visit the Pabbly Connect landing page by entering Pabbly.com/c/connect in your browser. You will see options to sign in or sign up for free, which provides you with 100 tasks monthly.

As an existing user, click on ‘Sign In’ to access your dashboard. Once logged in, find the option for Pabbly Connect and click on ‘Access Now’ to proceed to the automation section.

2. Creating a Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will be prompted to name your workflow. For this integration, name it ‘Add Health Insurance Facebook Leads to Salesforce’ and select a folder to save this workflow.

• Click on ‘Create’ to open the workflow window.
• Set Facebook Lead Ads as the trigger application.
• Choose ‘New Lead Instant’ as the trigger event.

After selecting the trigger, click on ‘Connect’ to establish a connection with your Facebook Lead Ads account. If you have not connected it before, select ‘Add a New Connection’ and follow the prompts to link your Facebook account.

3. Setting Up Facebook Lead Ads in Pabbly Connect

Once connected, you will need to select your Facebook page and lead form. Search for your page, which in this case is ‘Health Covers,’ and select it. Next, choose the appropriate lead gen form to automate.

• Select the lead gen form associated with your Facebook ads.
• Click ‘Save and Send Test Request’ to initiate the test.
• Perform a test submission to capture the webhook response.

To do a test submission, open a new tab and search for the Meta for Developers site. Navigate to the Lead Ads Testing Tool, select your page and form, and fill in the required details. After submitting, return to Pabbly Connect to see if the response was captured successfully.

4. Adding Salesforce as an Action in Pabbly Connect

Now that your Facebook leads are captured, it’s time to add Salesforce as the action application. Search for Salesforce in Pabbly Connect and select it as your action application.

Choose ‘Create Lead’ as the action event. Click on ‘Connect’ to link your Salesforce account. Allow permissions for Pabbly Connect to access your Salesforce data.

After connecting, map the fields from your Facebook leads to the corresponding fields in Salesforce. This ensures that every new lead entered in Facebook will automatically create a lead in Salesforce with the correct information.

5. Testing and Verifying the Integration

Once all fields are mapped, click on ‘Save and Send Test Request’ to verify if the lead is created successfully in Salesforce. Check Salesforce to confirm that the details match what was entered in the Facebook lead form.

For further testing, use the Lead Ads Testing Tool again to submit a new lead and see if it reflects in Salesforce. This confirms that Pabbly Connect is effectively automating the process between Facebook and Salesforce.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, using Pabbly Connect, you can seamlessly integrate Facebook leads into Salesforce, automating your workflow efficiently. This tutorial highlights the steps necessary to set up this integration, ensuring you can manage your leads effectively.