Integrating Facebook Leads to Salesforce with Slack Notifications Using Pabbly Connect

Learn how to seamlessly integrate Facebook Leads into Salesforce and send Slack notifications using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start the process of integrating Facebook leads into Salesforce and sending Slack notifications, access Pabbly Connect. First, go to the Pabbly Connect website and sign in if you are an existing user. If you are new, click on ‘Sign Up Free’ to create an account and get 100 free tasks every month.

Once logged in, navigate to the dashboard. Here, you can create a new folder for your workflow. Click on the folder icon and name it ‘Facebook Leads’. After that, click on ‘Create Workflow’ and name your workflow as ‘Add Facebook Leads to Salesforce and Send Slack Notification’.

2. Setting Up the Trigger with Facebook Lead Ads

The next step involves setting up the trigger in Pabbly Connect. Select Facebook Lead Ads as your trigger application. Then, choose the trigger event as ‘New Lead Instant’ which activates when a new lead is submitted through your specified lead generation form.

• Click on ‘Connect’ to set up the connection.
• If you don’t have an existing connection, select ‘Add New Connection’.
• Authenticate your Facebook account.

After connecting, select your Facebook page named ‘Regal Radiance’ and ensure that the lead ads form is live. Click on ‘Save and Send Test Request’ to generate a sample submission to verify the connection. Ensure to fill out the lead form to confirm the data is received correctly.

3. Setting Up Action to Create Lead in Salesforce

Now, let’s set the action to create a lead in Salesforce using Pabbly Connect. Select Salesforce as your action application and choose the action event ‘Create Lead’. This event will create a new lead in your Salesforce account based on the data received from Facebook.

Click on ‘Connect’ and authenticate your Salesforce account by selecting ‘Add New Connection’. Allow the necessary permissions for Pabbly Connect to access your Salesforce account. Map the fields from the Facebook lead to Salesforce, including first name, last name, email, and phone number.

• Map the first name and last name from the Facebook lead data.
• Enter your company name and any other required fields.
• Click ‘Save and Send Test Request’ to create the lead.

After sending the test request, check your Salesforce account to confirm that the new lead has been successfully added.

4. Sending Slack Notification for New Leads

To notify your team about the new lead, the next action involves setting up Slack notifications through Pabbly Connect. Click on the plus icon to add another action step and select Slack as your application. Choose the action event ‘Send Channel Message’ to inform your team in the designated channel.

Again, click on ‘Connect’ and set up a new connection for Slack. You will need to enter the bot token for authentication. Once connected, select the channel you want to notify, such as ‘Facebook Leads’.

Enter the message text that you want to send to the Slack channel. Map the details from the Facebook lead like first name, last name, and email into the message.

Click on ‘Save and Send Test Request’ to send the message. Check your Slack channel to ensure that the notification has been successfully delivered.

5. Summary of the Workflow Integration

In summary, we have successfully integrated Facebook leads into Salesforce and sent notifications through Slack using Pabbly Connect. The trigger application was Facebook Lead Ads, which activated when a new lead was generated. The action applications were Salesforce for creating leads and Slack for sending notifications.

This workflow automates the process, ensuring that every new lead is captured in Salesforce while keeping your team informed via Slack. Using Pabbly Connect simplifies the integration process, allowing for efficient lead management.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, this tutorial illustrates how to effectively use Pabbly Connect to automate the addition of Facebook leads into Salesforce and send timely Slack notifications. By following these steps, you can enhance your lead management process and improve team communication.