Integrating Central Station CRM with Automation Using Make: A Step-by-Step Tutorial

Learn how to integrate Central Station CRM with Automation using Make for efficient lead management from Facebook. Follow our detailed tutorial for seamless setup. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Overview of Central Station CRM and Automation

The integration of Central Station CRM with Automation allows businesses to manage leads effectively. By connecting these two applications, you can streamline lead management directly from Facebook ads.

This integration is particularly beneficial for sports training centers like Sports Elight. It helps in automatically creating new contacts in Central Station CRM whenever a lead is generated from Facebook ads.

2. Setting Up Automation with Facebook Lead Ads

To begin, you need to set up an automation using Make that connects Facebook Lead Ads to Central Station CRM. This process involves creating a workflow that captures new leads.

• Log into your Make account.
• Click on the ‘Create Workflow’ button.
• Name your workflow, for example, ‘Facebook Leads to Central Station CRM’.

After naming your workflow, select your folder for organization. This helps in managing multiple workflows effectively.

3. Connecting Facebook Lead Ads to Central Station CRM

Next, you will connect Facebook Lead Ads as the trigger for your automation. This means whenever a new lead is captured, it will automatically trigger an action in Central Station CRM.

To set this up, select Facebook Lead Ads as your trigger application and choose the event as ‘New Lead’. Ensure you have your Facebook account connected to Make for seamless integration.

• Choose the Facebook page associated with your lead ads.
• Select the lead generation form you created earlier.

Once your trigger is set, save and send a test request to ensure everything is working correctly. This will allow you to verify that leads are being captured properly.

4. Setting Up Action in Central Station CRM

After successfully setting up the trigger, the next step is to configure the action in Central Station CRM. This action will create a new person in your CRM whenever a lead is generated.

To do this, select Central Station CRM as your action application and choose the action event as ‘Create Person’. You will need to connect your CRM account by entering the API key from your Central Station CRM settings.

Go to your Central Station CRM account settings. Generate a new API key under the API section. Enter the API key in Make to establish the connection.

After entering the API key, map the fields such as name, email, and phone number from the Facebook lead data to the corresponding fields in Central Station CRM.

5. Testing Your Automation Workflow

Once everything is set up, it’s crucial to test your automation workflow. This ensures that new leads from Facebook are correctly creating contacts in Central Station CRM.

To test, generate a test lead using the Facebook Lead Ads testing tool. Make sure to enter valid information to see if it reflects in your CRM.

Navigate to the Lead Ads Testing Tool in Facebook. Select your page and lead form. Submit a test lead and check if it appears in Central Station CRM.

After testing, verify that the new lead is listed in your contacts within Central Station CRM. If successful, your automation is fully operational!

Conclusion

Integrating Central Station CRM with Automation using Make enhances your lead management process. This setup allows for automatic creation of contacts from Facebook leads, streamlining your workflow and improving efficiency.