Integrating Facebook Leads to Encharge with Pabbly Connect

Learn how to seamlessly integrate Facebook Leads to Encharge using Pabbly Connect. This detailed tutorial covers every step of the process. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect to Start Integration

To begin integrating Facebook leads with Encharge, you need to access Pabbly Connect. Start by visiting the Pabbly Connect homepage by typing Pabbly.com/connect in your browser. Once there, you will see options to sign in or sign up.

If you are a new user, click on the ‘Sign up free’ button to create your account. This process is quick and grants you 100 free tasks every month to explore the features of Pabbly Connect. After signing in, you will be taken to the dashboard where you can manage your workflows.

2. Creating a New Workflow in Pabbly Connect

After logging into Pabbly Connect, you can create a new workflow by clicking on the ‘Create Workflow’ button. This opens a dialog box prompting you to name your workflow. For this integration, name it ‘Add Facebook Leads to Encharge as Person’ and select the appropriate folder for organization.

• Click on ‘Create’ to proceed.
• You will see two sections: Trigger and Action.
• The Trigger is Facebook Lead Ads, and the Action is Encharge.

Understanding these components is crucial as they dictate the flow of data within your automation. The trigger initiates the process, while the action executes the desired outcome.

3. Setting Up Facebook Lead Ads as the Trigger

To set up the trigger, select Facebook Lead Ads from the list of applications in Pabbly Connect. Next, choose the event type as ‘New Lead Instant’. This will ensure that your workflow triggers whenever a new lead is generated.

Click on ‘Connect Now’ to establish a new connection with Facebook Lead Ads. You will be prompted to log into your Facebook account if you haven’t done so already. Ensure you select the correct Facebook page and the associated lead generation form to capture leads accurately.

• Select the page where your lead ads are running.
• Choose the lead gen form that you want to use.

Once selected, click on ‘Save and Send Test Request’. This will prepare Pabbly Connect to listen for new lead data from Facebook.

4. Testing the Integration with Facebook Lead Ads

To test the integration, you will need to fill out the lead form to generate a test lead. Navigate to the Meta for Developers section and use the Lead Ads Testing Tool. Select your page and the lead form to preview it.

Fill in the required fields with dummy data and submit the form. After submitting, return to Pabbly Connect to check if the lead data has been captured correctly. This step verifies that the trigger is functioning as intended, allowing data to flow from Facebook to Pabbly Connect.

Ensure that the details you entered are correct. Check for a successful response in Pabbly Connect.

Once you confirm that the data is received, you can proceed to set up the action step.

5. Adding Leads to Encharge as Persons

Now that you have successfully set up the trigger, it’s time to configure the action. Select Encharge as your action application in Pabbly Connect and choose the action event as ‘Add or Update a Person’. This will allow you to create a new person in Encharge using the lead data from Facebook.

Connect your Encharge account by allowing Pabbly Connect to access it. You will need to map the fields from the Facebook lead response to the corresponding fields in Encharge. This includes the email, first name, last name, and phone number.

Map the email from the lead response. Use a text formatter to split the full name into first and last names. Map the phone number as well.

After mapping the necessary fields, click on ‘Save and Send Test Request’. If successful, you will see a confirmation that a new person has been added to Encharge. This completes the integration process, enabling you to automatically add Facebook leads to Encharge as persons through Pabbly Connect.

Conclusion

In this tutorial, we detailed how to integrate Facebook Leads into Encharge using Pabbly Connect. This process automates lead management, allowing for efficient nurturing of leads generated through Facebook ads.