Integrating Facebook Lead Ads with QuickBooks Online Using Pabbly Connect

Learn how to automate customer creation in QuickBooks Online from Facebook Lead Ads using Pabbly Connect. Step-by-step guide included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To begin using Pabbly Connect, first visit the Pabbly website and sign in to your account. If you are new, you can sign up for free and utilize 100 tasks each month. Once logged in, you will see the Pabbly dashboard, which displays all available applications.

In the dashboard, locate the option for Pabbly Connect and click on ‘Access Now’ to proceed. This will take you to the workflow creation interface, where you can set up your automation.

2. Creating a Workflow in Pabbly Connect

To create a workflow in Pabbly Connect, click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will prompt you to enter a workflow name and select a folder.

• Workflow Name: Create QuickBooks Online Customer from Facebook Lead Ads
• Select Folder: Facebook Lead Ads Automations

After filling in the details, click on ‘Create’ to establish your workflow. This sets the stage for automating the integration between Facebook Lead Ads and QuickBooks Online.

3. Setting Up the Trigger in Pabbly Connect

For the automation to function, you need to set up a trigger in Pabbly Connect. Choose Facebook Lead Ads as your trigger application. The event to select is ‘New Lead Instant’, which captures new leads generated through Facebook ads.

After selecting the trigger event, click on the ‘Connect’ button. You will be prompted to add a new connection to Facebook Lead Ads. Ensure you are logged into your Facebook account in a separate tab for a smoother connection process.

4. Configuring the Action Step with QuickBooks Online

Once your trigger is set up, it’s time to configure the action step in Pabbly Connect. Select QuickBooks Online as the action application and choose the ‘Create Customer’ event. This action will create a new customer record in QuickBooks whenever a new lead is captured.

Click the ‘Connect’ button to establish a connection to QuickBooks Online. You will need to log into your QuickBooks account if you haven’t already. After connecting, the system will prompt you to map the lead details from Facebook to the customer fields in QuickBooks.

• Map First Name: Select from previous step data
• Map Last Name: Select from previous step data
• Map Email: Select from previous step data
• Map Phone Number: Select from previous step data

After mapping the required fields, click on ‘Save and Send Test Request’ to verify the integration. A successful test will confirm that the automation is working as intended.

5. Testing the Integration with Facebook Lead Ads

To ensure everything is functioning correctly, generate a test lead using the Facebook Lead Ads Assisting Tool. Select the appropriate page and lead form, fill in the lead details, and submit the form.

After submitting the test lead, check your QuickBooks Online account to see if the new customer was created successfully. Refresh the customer page, and you should see the new entry reflecting the lead details captured by Pabbly Connect.

This confirms that your automation between Facebook Lead Ads and QuickBooks Online is successfully set up. You can now automate customer creation seamlessly, saving time and effort.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the creation of customers in QuickBooks Online from Facebook Lead Ads. This integration streamlines your workflow, ensuring that all lead information is efficiently captured and recorded.