Learn how to create a Salesmate contact from Facebook Lead Ads using Pabbly Connect. Follow this step-by-step guide for seamless integration. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below


1. Accessing Pabbly Connect for Integration

To create a Salesmate contact from Facebook Lead Ads, first, access Pabbly Connect. This platform serves as the integration hub for connecting different applications seamlessly.

Start by visiting the Pabbly Connect website. If you’re a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply click ‘Sign In’ to access their dashboard. Once logged in, navigate to the Pabbly Connect dashboard to begin your integration process.


2. Creating a New Workflow in Pabbly Connect

In this step, you will create a new workflow specifically for integrating Facebook Lead Ads with Salesmate using Pabbly Connect. Click on the plus icon to create a new folder and name it ‘Facebook Leads to Salesmate’.

  • Click on ‘Create Workflow’.
  • Name the workflow ‘Create Salesmate Contact from Facebook Lead Ads’.
  • Select the folder you just created.

After creating the workflow, you will be prompted to set up the trigger and action events. The trigger will be Facebook Lead Ads, and the action will be creating a contact in Salesmate.


3. Setting Up the Trigger for Facebook Lead Ads

Now, let’s set up the trigger for your workflow using Pabbly Connect. Choose Facebook Lead Ads as your trigger application and select the trigger event as ‘New Lead Instant’.

To connect your Facebook Lead Ads account, click on ‘Connect’ and then select ‘Add New Connection’. You’ll need to authorize Pabbly Connect to access your Facebook account. After connecting, select your Facebook page and the lead form you created. Ensure the lead form is live for proper data reception.


4. Testing the Integration with Sample Data

After setting up the trigger, you need to test the integration using Pabbly Connect. Click on ‘Save and Send Test Request’ to initiate the process. This action will wait for a webhook response.

  • Go to the Meta for Developers page.
  • Use the Lead Ads Testing Tool to submit a test lead.
  • Ensure you complete the test submission to verify data reception in Pabbly Connect.

Check back in Pabbly Connect to see if the test lead data has been received successfully. This confirms that your trigger setup is functioning correctly.


5. Setting Up the Action to Create a Contact in Salesmate

Finally, you will set up the action in Pabbly Connect to create a contact in Salesmate. Select Salesmate as your action application and choose the action event ‘Create Contact’.

Connect your Salesmate account by adding a new connection. You’ll need to provide your Salesmate account details, including hostname, session token, and account URL. Once connected, map the fields from the Facebook lead data to the Salesmate contact fields.


Conclusion

In this tutorial, we demonstrated how to create a Salesmate contact from Facebook Lead Ads using Pabbly Connect. By following these steps, you can automate the process and ensure that every new lead is captured in your CRM seamlessly.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.