Integrating Facebook Leads to Systeme.io Using Pabbly Connect

Learn how to integrate Facebook Leads with Systeme.io using Pabbly Connect for seamless automation. Follow this step-by-step guide to set it up. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating Facebook leads with Systeme.io, you first need to access Pabbly Connect. This platform allows you to automate the process of adding leads as contacts in Systeme.io whenever a new lead is generated in Facebook Lead Ads.

To create your account, you can sign up for free and reach the Pabbly Connect dashboard. Once you’re logged in, you can create a new workflow specifically designed for this integration.

2. Creating a New Workflow in Pabbly Connect

In your Pabbly Connect dashboard, click on ‘Create Workflow’ and name it, for example, ‘Facebook Leads to Systeme.io’. You also need to select a folder where this workflow will be saved.

After clicking on ‘Create’, you will see two windows: the trigger window and the action window. The trigger window is where you will set up the event that starts the automation, while the action window will define what happens next.

• Select ‘Facebook Lead Ads’ as your trigger app.
• Choose ‘New Lead’ as the trigger event.
• Connect your Facebook account to Pabbly Connect.

This setup will ensure that whenever a new lead is generated, the automation will trigger, capturing the lead’s details.

3. Configuring Facebook Lead Ads in Pabbly Connect

Once you have set up the trigger, the next step is to configure your Facebook Lead Ads. In the trigger window, after selecting ‘Facebook Lead Ads’, you will be prompted to connect your Facebook account. using Pabbly Connect

After connecting, select the Facebook page where your lead ads are running, such as ‘Green Pro Landscaping’. You can also choose whether to capture leads from all forms or a specific lead generation form. For this example, select ‘All Lead Gen Forms’ to ensure every lead is captured.

• Click ‘Save and Send Test Request’ to test the connection.
• Generate a test lead in the Facebook Developer section.
• Check for the lead details in Pabbly Connect.

This process ensures that new leads from Facebook are automatically sent to Pabbly Connect for further actions.

4. Adding the Lead as a Contact in Systeme.io

Now that you have captured the lead in Pabbly Connect, the next step is to add this lead as a contact in Systeme.io. In the action window, select ‘Systeme.io’ as your action app.

For the action event, choose ‘Create Contact’. You will need to connect your Systeme.io account by entering the API key. You can find this key in your Systeme.io account settings under ‘API Keys’.

Map the email address, first name, last name, and phone number from the lead details. Click ‘Save and Send Test Request’ to verify the setup. Check your Systeme.io account to confirm the new contact has been added.

This ensures that every new lead from Facebook is immediately added to your Systeme.io contacts, streamlining your lead management process.

5. Applying Tags to New Contacts in Systeme.io

The final step in this automation is to apply a tag to the newly created contact in Systeme.io. In the action window, again select ‘Systeme.io’ and this time choose ‘Add Tag to Contact’ as the action event. using Pabbly Connect

Since you have already connected your Systeme.io account, you can directly use the existing connection. In the setup, you will need to map the contact ID from the previous step to ensure the tag is applied to the correct contact.

Select the tag you want to apply, such as ‘Facebook Leads’. Click ‘Save and Send Test Request’ to complete the process. Verify the tag is applied by checking the contact details in Systeme.io.

This step finalizes your automation, ensuring that every lead from Facebook not only becomes a contact in Systeme.io but also receives the appropriate tag for easy identification.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the process of adding Facebook leads to Systeme.io as contacts and applying tags. This integration streamlines lead management, allowing for efficient follow-up and organization.