Integrating Facebook Lead Ads with Freshdesk CRM Using Pabbly Connect

Learn how to seamlessly integrate Facebook Lead Ads with Freshdesk CRM using Pabbly Connect. Follow this step-by-step tutorial to automate your lead management. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the integration of Facebook Lead Ads with Freshdesk CRM, first, access Pabbly Connect. Open your browser and type in Pabbly.com/connect. If you have an existing account, sign in; otherwise, click on the ‘Sign up for free’ button to create a new account. New users get 100 tasks for free each month.

Once signed in, navigate to the all applications page and click on ‘Access Now’ under Pabbly Connect. This will take you to your dashboard where you can create new workflows. Click on the ‘Create Workflow’ button located at the top right corner to begin setting up your integration.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that connects Facebook Lead Ads to Freshdesk CRM using Pabbly Connect. After clicking on ‘Create Workflow’, a dialog box appears. Name your workflow something descriptive, such as ‘Add Facebook Lead Ads Leads to Freshdesk CRM’.

• Select a folder to save your workflow, like ‘Facebook Lead Ads Freshdesk Automation’.
• Click on ‘Create’ to proceed.

After creating the workflow, you’ll see the trigger and action setup window. Here, you will set Facebook Lead Ads as your trigger application and Freshdesk as your action application. This setup is crucial for automating the lead capture process.

3. Setting Up the Trigger with Facebook Lead Ads

The next step involves configuring the trigger in Pabbly Connect. In the trigger window, search for and select ‘Facebook Lead Ads’ as your trigger application. Choose the trigger event as ‘New Lead Instant’. This event will activate whenever a new lead is generated through your Facebook Lead Ads.

Now, you need to connect your Facebook Lead Ads account to Pabbly Connect. Click on the ‘Connect’ button and if prompted, either select an existing connection or create a new one. Authorize the connection, and once successful, proceed to select the Facebook page and lead generation form related to your event management company.

4. Configuring the Action to Create Contacts in Freshdesk

With the trigger set, the next task is to configure the action in Pabbly Connect. In the action window, search for ‘Freshdesk’ and select it as your action application. Choose the action event as ‘Create New Contact’. This setup will allow the details of the new leads to be automatically added to your Freshdesk CRM as contacts.

To establish the connection between Freshdesk and Pabbly Connect, click on ‘Connect’. You will need to input your Freshdesk subdomain, API key, and account password. Copy the subdomain from your Freshdesk URL and obtain the API key from your profile settings in Freshdesk.

• Paste the subdomain and API key into the respective fields in Pabbly Connect.
• Enter your Freshdesk account password and click ‘Save’.

Once connected, you can map the fields from the Facebook lead to the Freshdesk contact fields, ensuring that the right information is captured.

5. Testing the Integration

Finally, it’s time to test your newly created integration using Pabbly Connect. After mapping the necessary fields, click on ‘Save and Send Test Request’. This action will send a test lead from Facebook to your Freshdesk CRM, allowing you to verify that the integration works correctly.

Check your Freshdesk account under all contacts to see if the test lead has been successfully added. If everything is set up correctly, you should see the new contact populated with the details from the Facebook lead. This confirms that your automation is functioning as intended.

Now, whenever you receive a new lead through Facebook Lead Ads, Pabbly Connect will automatically create a contact in your Freshdesk CRM, streamlining your lead management process.

Conclusion

By following this tutorial, you have successfully integrated Facebook Lead Ads with Freshdesk CRM using Pabbly Connect. This automation simplifies lead management, ensuring that every new lead is captured efficiently in your CRM system.