Integrate Facebook Leads with Slack and Notion Using Pabbly Connect

Learn to automate notifications for new Facebook leads to Slack and create records in Notion using Pabbly Connect. Step-by-step tutorial included! Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Start Integration

To begin the integration process, access Pabbly Connect by visiting the official website. If you are a new user, you can sign up for free and receive 100 free tasks each month. Existing users should log in to their accounts to access the dashboard.

Once logged in, you will see the Pabbly Connect dashboard. Click on the button labeled ‘Create Workflow’ to initiate a new automation process. This is where you will configure the integration between your Facebook leads, Slack, and Notion.

2. Create a Workflow in Pabbly Connect

After clicking on ‘Create Workflow,’ you will be prompted to name your workflow. For this integration, name it ‘Notify Team on Slack for New Facebook Leads Received and Add Data in Notion Database.’ This will help you identify the workflow later. using Pabbly Connect

• Select the appropriate folder for saving your workflow.
• Click on ‘Create’ to finalize your workflow setup.

Once your workflow is created, you will see two main sections: Trigger and Action. The trigger is the event that starts the automation, while the action is what happens as a result. In this case, the trigger will be a new lead from Facebook Lead Ads, and the actions will be sending a message to Slack and creating a record in Notion.

3. Set Up Trigger for Facebook Lead Ads

To set up the trigger, click on the arrow next to the Trigger application and select Pabbly Connect as the application. Then, choose ‘Facebook Lead Ads’ as the trigger event. This allows Pabbly Connect to capture new leads generated from your Facebook ads.

Next, you will need to connect your Facebook account. Click on the ‘Connect’ button and choose ‘Add New Connection.’ Make sure to log into your Facebook account in a new tab to establish the connection. After connecting, select your Facebook page and lead form.

• Select the Facebook page you are using for lead generation.
• Choose the lead form that captures your leads.

Once you have selected the page and lead form, click on ‘Save and Send Test Request’ to test the connection. This will ensure that Pabbly Connect successfully captures the lead details when a new lead is generated.

4. Configure Action Steps for Slack and Notion

After setting up the trigger, it’s time to configure the action steps. Start by selecting Pabbly Connect as the action application and choose ‘Slack’ as the action event. This will allow you to send a message to your Slack channel whenever a new lead is generated.

Click on the ‘Connect’ button to connect Slack with Pabbly Connect. You will be asked to select the token type; choose either user or bot. After granting the necessary permissions, select the channel where you want the notification to be sent.

Map the lead details such as name, email, and phone number into the message body. Craft a message that includes a new lead alert and relevant lead details.

Once you have configured the message, click on ‘Save and Send Test Request’ to verify that the message is sent to your Slack channel successfully. This confirms that your Slack integration through Pabbly Connect is working correctly.

5. Create a Record in Notion

Finally, to log the lead details in Notion, select Pabbly Connect as the action application again and choose ‘Notion’ as the action event. This will create a new database item in your Notion workspace for each lead generated.

Connect Notion to Pabbly Connect by clicking on the ‘Connect’ button. Authorize Pabbly Connect to access your Notion account and select the database where you want to store the lead information.

Map the lead details such as name, email, and phone number to the corresponding fields in Notion. Click on ‘Save and Send Test Request’ to check if the item is created successfully.

Open your Notion database to confirm that the lead details have been logged correctly. This integration ensures that all lead data is organized and easily accessible for your team.

Conclusion

Using Pabbly Connect, you can efficiently automate the process of notifying your team on Slack for new Facebook leads and logging those leads in Notion. This integration enhances your team’s responsiveness and keeps your lead management organized.