Integrating Facebook Lead Ads with Salesforce Using Pabbly Connect

Learn how to seamlessly integrate Facebook Lead Ads with Salesforce using Pabbly Connect. Step-by-step tutorial for automating lead creation. 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 for Integration

To start integrating Facebook Lead Ads with Salesforce, access Pabbly Connect by visiting the official website. If you are a new user, click on ‘Sign up for free’ to create an account. Existing users can directly sign in to access their dashboard.

Once logged in, navigate to the Pabbly Connect section. Here, you will find the option to create a workflow, which is essential for setting up the integration between Facebook and Salesforce. Click on ‘Create Workflow’ to begin.

2. Creating a Workflow in Pabbly Connect

In the workflow creation window, you need to name your workflow. For this integration, name it ‘Creating Salesforce Lead for Facebook Lead Ads.’ This will help you identify the workflow later. Choose the folder where you want to save this workflow. using Pabbly Connect

• Click on ‘Create’ to open the workflow setup.
• Select ‘Facebook Lead Ads’ as the trigger application.
• Set the trigger event to ‘New Lead Instant.’

After selecting the trigger, click on ‘Connect’ to establish a connection with your Facebook account. If you haven’t connected before, you will need to add a new connection and authorize Pabbly Connect to access your Facebook Lead Ads.

3. Configuring Facebook Lead Ads in Pabbly Connect

Once your Facebook account is connected, you need to specify which Facebook page and lead generation form you want to use. Search for your page, such as ‘Invest Vice,’ and select it. Then, choose the specific lead form you created for your ads. using Pabbly Connect

After selecting the page and form, click on ‘Save and Send Test Request.’ This step will wait for a webhook response from Facebook. To capture this response, you will need to submit a test lead through the Facebook Lead Ads testing tool.

• Open a new tab and go to the Meta for Developers page.
• Navigate to the Lead Ads Testing Tool.
• Select your page and lead form, then fill out the required fields.

Submit the test lead to ensure that Pabbly Connect captures the response correctly. Once the test is successful, you will see the captured lead details in your Pabbly Connect workflow.

4. Setting Up Salesforce Integration in Pabbly Connect

After successfully capturing the Facebook lead details, it’s time to set up the action application, which is Salesforce. Search for Salesforce in the action application section and select it. Choose the action event as ‘Create Lead’ to automatically add leads to your Salesforce account. using Pabbly Connect

Click on ‘Connect’ to link your Salesforce account with Pabbly Connect. If you have not connected before, you will be prompted to add a new connection. Authorize the necessary permissions to allow Pabbly Connect to manage leads in your Salesforce account.

Map the lead details from Facebook to Salesforce fields. Ensure that fields like first name, last name, email, and phone number are correctly mapped. Leave any non-required fields blank.

Finally, click on ‘Save and Send Test Request’ to create a lead in Salesforce. You should see a confirmation that the lead was created successfully. Check your Salesforce account to verify that the new lead appears with the correct details.

5. Testing and Verifying the Integration

To ensure everything is working correctly, perform a real test by submitting another lead through the Facebook Lead Ads testing tool. Make sure to refresh the page and delete any previous test leads to avoid confusion.

Fill out the form again with new test details and submit it. Once submitted, Pabbly Connect will capture the lead information and trigger the workflow to create a new lead in Salesforce automatically.

Search for the newly created lead in Salesforce using the email provided in the test submission. Verify that all details match what was submitted through Facebook Lead Ads.

With this, you have successfully integrated Facebook Lead Ads with Salesforce using Pabbly Connect. This automation will save you time and ensure that all leads are captured effectively in your Salesforce account.

Conclusion

Integrating Facebook Lead Ads with Salesforce using Pabbly Connect streamlines lead management. This tutorial provided a step-by-step guide to automate lead creation, enhancing your business efficiency.