Integrating Facebook Lead Ads with Zoho Bigin CRM Using Pabbly Connect

Learn how to seamlessly integrate Facebook Lead Ads with Zoho Bigin CRM using Pabbly Connect. Follow this step-by-step tutorial for 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. Setting Up Pabbly Connect for Facebook Lead Ads to Zoho Bigin CRM

To start integrating Facebook Lead Ads with Zoho Bigin CRM, the first step is to set up Pabbly Connect. Begin by signing up for a free account if you haven’t done so already. Once logged in, navigate to the dashboard where you can create a new workflow.

Click on the ‘Create Workflow’ button, name your workflow (e.g., ‘Facebook Leads to Zoho Bigin’), and select a folder to save it in. This initiates the process of connecting your Facebook Lead Ads to Zoho Bigin through Pabbly Connect.

2. Configuring the Trigger in Pabbly Connect

In this section, you will configure the trigger for your workflow in Pabbly Connect. Select ‘Facebook Lead Ads’ as the app and choose ‘New Lead Instant’ as the trigger event. This allows Pabbly Connect to listen for any new leads generated from your Facebook ads.

• Click on the ‘Connect’ button to link your Facebook account.
• Select the Facebook page running the ads (e.g., ‘Screen Pro Landscaping’).
• Choose the lead generation form from which you want to capture leads.

After setting up these configurations, click on ‘Save and Send Test Request’. This action prompts Pabbly Connect to wait for a response from Facebook Lead Ads, allowing you to test the integration.

3. Generating a Test Lead

Now that your trigger is configured, you need to generate a test lead to ensure everything is working correctly. Use the Facebook Lead Ads testing tool to create a test lead. Make sure to select the same Facebook page and lead form as configured in Pabbly Connect.

Fill in the test lead details, such as name, email, and phone number, and submit the form. After submission, return to Pabbly Connect to check if the test lead details are captured successfully.

4. Configuring the Action in Pabbly Connect to Add Leads to Zoho Bigin CRM

Once you have confirmed that the test lead is captured, it’s time to configure the action step in Pabbly Connect. Search for ‘Zoho Bigin’ and select it as the app. Choose ‘Create Contact’ as the action event. This will allow Pabbly Connect to send the lead details to Zoho Bigin CRM.

• Connect your Zoho Bigin account by entering the domain.
• Map the fields from the Facebook lead to the corresponding fields in Zoho Bigin (first name, last name, email, and phone number).
• Click ‘Save and Send Test Request’ to finalize the action setup.

After this, check your Zoho Bigin CRM to see if the contact was created successfully with the test lead details.

5. Testing the Automation in Real-Time

With everything set up, it’s crucial to test the automation in real-time to ensure it works flawlessly. Using the Facebook Lead Ads testing tool, generate another test lead and submit the information. This will trigger the workflow in Pabbly Connect.

After submitting, refresh your Zoho Bigin CRM to verify that the new lead appears as a contact. If successful, you will see the same lead details reflected in Zoho Bigin, confirming that Pabbly Connect has successfully integrated Facebook Lead Ads with Zoho Bigin CRM.

Conclusion

In this tutorial, we explored how to integrate Facebook Lead Ads with Zoho Bigin CRM using Pabbly Connect. This automation allows you to streamline your lead management process, ensuring that new leads are automatically added to your CRM without manual effort.