Learn how to integrate Facebook lead ads with Fluent CRM using Pabbly Connect. This tutorial covers all steps and applications involved in the process. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up the Integration Between Facebook and Fluent CRM

Now, we will set up the integration between Facebook lead ads and Fluent CRM. This integration allows us to automatically add new leads from Facebook into our Fluent CRM system. We will use Pabbly Connect to facilitate this process.

To start, open your browser and go to the Pabbly Connect website. If you don’t have an account, sign up for free; otherwise, log in to your existing account. Once logged in, navigate to the dashboard where you can create a new workflow.

2. Creating a New Workflow in Pabbly Connect

Creating a new workflow is essential for connecting Facebook lead ads to Fluent CRM. In Pabbly Connect, click on the ‘Create Workflow’ button. You will be prompted to name your workflow, which can be something like ‘Add Facebook Leads to Fluent CRM’. After naming, select a folder to save your workflow. using Pabbly Connect

  • Click the ‘Create’ button to proceed.
  • You will see two boxes: Trigger and Action.
  • Select Facebook Lead Ads as the Trigger application.

Next, choose the trigger event as ‘New Lead Instant’. This event will initiate the workflow whenever a new lead is generated from your Facebook ads. After this, connect your Facebook account to Pabbly Connect by clicking on ‘Connect’ and then ‘Add New Connection’.

3. Mapping Facebook Leads to Fluent CRM

After setting the trigger, you need to map the details of the leads from Facebook to Fluent CRM. Go back to your Facebook page and access your lead generation forms through the Meta Business Suite. Here, you will find your lead form. using Pabbly Connect

In Pabbly Connect, select your Facebook page and lead generation form. Ensure your lead form is live before testing. Click on the ‘Save and Send Test Request’ button to initiate a sample submission. This step is crucial for retrieving lead details.

  • Use the ‘Mata for Developers’ tool to preview your lead form.
  • Fill in dummy details to generate a sample lead.
  • Submit the form to see if the integration works correctly.

Once the sample lead is submitted, return to Pabbly Connect to check the response containing the lead details such as first name, last name, email, and phone number.

4. Adding Leads as Contacts in Fluent CRM

Now that we have the lead details from Facebook, the next step is to add these leads as contacts in Fluent CRM. For this, we will set up the Action application in Pabbly Connect, which will be Fluent CRM. using Pabbly Connect

Choose ‘Create a Contact’ as the action event. Connect your Fluent CRM account by entering your login credentials. After establishing the connection, you can map the lead details to create a new contact.

Map the first name, last name, email, and phone number fields. Select the appropriate list in Fluent CRM where you want to add the contact. Click ‘Save and Send Test Request’ to finalize the contact creation.

After saving, you should see a confirmation message indicating that the subscriber was successfully added to Fluent CRM. You can verify this by checking your Fluent CRM contacts in WordPress.

5. Verifying the Integration and Conclusion

To ensure everything is working correctly, conduct another test by submitting a new lead using the Facebook lead form. Fill in different dummy details and submit the form again.

Return to Fluent CRM in WordPress to check if the new contact has been added successfully. You should see the newly created contact reflecting the details you submitted. This confirms that the integration is functioning as intended.

In summary, we set up an integration between Facebook lead ads and Fluent CRM using Pabbly Connect. By following the steps outlined, you can automate the process of adding leads to your CRM system.

Conclusion

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

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In conclusion, integrating Facebook leads with Fluent CRM using Pabbly Connect streamlines your lead management process. By automating this workflow, you can ensure no leads are missed, enhancing your marketing efforts.