Integrating Facebook Lead Ads with CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Facebook Lead Ads with your CRM using Pabbly Connect. Follow this detailed step-by-step tutorial for seamless automation. 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 begin integrating Facebook Lead Ads with your CRM using Pabbly Connect, first visit the Pabbly Connect website. You can access it by typing ‘Pabbly.com/connect’ in your browser. If you’re a new user, click on ‘Sign Up for Free’ to get started with 100 free tasks monthly.

Once you have signed in, you’ll be directed to the Pabbly Connect dashboard. Here, you will see options to create a new workflow. Click on the ‘Create Workflow’ button to initiate the integration process.

2. Creating a New Workflow in Pabbly Connect

After clicking ‘Create Workflow’, you need to name your workflow. For this integration, name it ‘Facebook Lead Ads Integration with CRM’. Select the folder where you want to save this workflow, such as ‘Facebook Lead Automations’. using Pabbly Connect

• Name your workflow appropriately.
• Select the correct folder for organization.
• Click ‘Create’ to proceed.

Once created, you will see two boxes labeled ‘Trigger’ and ‘Action’. The trigger will be set to Facebook Lead Ads, and the action will be the CRM where you want to store the leads, which in this case is Agile CRM.

3. Setting Up the Trigger with Facebook Lead Ads

In the trigger box, select ‘Facebook Lead Ads’ as your application. Then, choose the event ‘New Lead’ as your trigger event. Click on ‘Connect’ to link your Facebook account to Pabbly Connect.

Once connected, you will need to specify the Facebook page and the lead form from which leads will be captured. Select your Facebook page from the dropdown and then choose the lead form you previously created.

• Select the Facebook page for lead capture.
• Choose the corresponding lead form.
• Click ‘Save and Send Test Request’ to verify.

After saving, you will see a message indicating that the connection is successful, and you can proceed to test the workflow by submitting a lead via the Facebook lead form.

4. Adding Action to Create a Contact in CRM

Now that the trigger is set, it’s time to configure the action in Pabbly Connect. Select ‘Agile CRM’ as your action application and choose ‘Create Contact’ as the action event. Click ‘Connect’ to link your Agile CRM account.

To connect Agile CRM, you will need to enter the API key from your Agile account. Navigate to the settings in Agile CRM to find your API key. Copy this key and paste it into the Pabbly Connect interface.

Access Agile CRM settings to find the API key. Paste the API key into Pabbly Connect. Map the fields from the lead form to the CRM fields.

Make sure to map the fields correctly so that each new lead from Facebook is added as a contact in your Agile CRM. This dynamic mapping ensures that every new lead is captured accurately.

5. Testing the Integration Workflow

To test your integration, submit a new lead through your Facebook lead form. After submission, check your Agile CRM to see if the new contact has been created. This confirms that your Pabbly Connect integration is functioning correctly.

Repeat the test with different lead details to ensure that the automation works consistently. If the contacts appear in your Agile CRM, the integration is successful, and you can automate your lead management process effectively.

Submit a lead in Facebook Lead Ads. Verify the contact appears in Agile CRM. Test with multiple leads for consistent results.

This testing phase is critical to ensure that your integration between Facebook Lead Ads and Agile CRM via Pabbly Connect is seamless and reliable.

Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with your CRM using Pabbly Connect. By following these steps, you can automate lead management and enhance your business efficiency. Start using Pabbly Connect to streamline your processes today!