Integrating Facebook Lead Ads with CRM Using Pabbly Connect

Learn how to integrate Facebook Lead Ads with your CRM using Pabbly Connect. Follow our step-by-step tutorial to automate your lead management process. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Facebook Lead Ads with your CRM, you first need to access Pabbly Connect. Visit the Pabbly Connect website by typing in the URL in your browser. If you are a new user, click on ‘Sign up for free’, which gives you access to 100 tasks monthly.

Once you have signed up or logged in, navigate to the Pabbly Connect dashboard. Here, you will create a new workflow to set up the integration. Click on the ‘Create Workflow’ button, name your workflow, and choose a folder to save it in. This setup is essential for organizing your automations.

2. Setting Up the Trigger in Pabbly Connect

In your newly created workflow, you will set up the trigger that initiates the automation. Select Pabbly Connect as your integration platform and choose Facebook Lead Ads as the trigger application. This means that any new lead generated will trigger the workflow.

• Select Facebook Lead Ads as the trigger application.
• Choose ‘New Lead’ as the trigger event.
• Connect your Facebook account by clicking ‘Connect with Facebook Lead Ads’.

After connecting, select the Facebook page and lead form you want to use for this integration. This setup allows Pabbly Connect to listen for new leads on your specified Facebook Lead Ads form.

3. Configuring the Action in Pabbly Connect

Next, you need to configure the action that occurs once a new lead is captured. In this case, you will choose your CRM, which is Agile CRM, as the action application. This means that every time a new lead comes in, it will automatically be added as a contact in your CRM through Pabbly Connect.

Select ‘Create Contact’ as your action event. You will then need to connect to your Agile CRM account by entering the API key found in the settings of your Agile account. This step is crucial for the integration to function correctly.

• Connect to Agile CRM using the API key.
• Map the fields from Facebook Lead Ads to the corresponding fields in Agile CRM.
• Ensure to save and send a test request to verify the connection.

Once you have mapped the fields and received a positive response, your integration is set up successfully. This allows Pabbly Connect to automate the process of adding new leads to your CRM.

4. Testing the Integration with Pabbly Connect

After setting up the trigger and action, it’s time to test your integration. You will submit a test lead through your Facebook Lead Ads form. This step is essential to ensure that the entire process works as intended.

Once you submit the test lead, go back to Pabbly Connect and check if the lead information appears correctly. You should see the details of the lead you submitted reflected in your Agile CRM account.

Open the Facebook Lead Ads testing tool. Enter dummy details in the form fields. Submit the form and verify the response in Pabbly Connect.

If everything is set up correctly, you will see the new lead added to your Agile CRM, confirming that the integration is functioning as intended.

5. Conclusion: Successful Integration with Pabbly Connect

In this tutorial, we successfully integrated Facebook Lead Ads with Agile CRM using Pabbly Connect. By setting up triggers and actions, we automated the process of managing leads effectively. This integration saves time and ensures that no leads are missed.

Utilizing Pabbly Connect for this integration allows you to streamline your lead management process, making it easier to grow your business. With just a few steps, you can automate your workflows and focus on what matters most.