Integrating Facebook Leads with Pabbly Connect and Symol: A Step-by-Step Guide

Learn how to integrate Facebook leads with Symol using Pabbly Connect in this detailed tutorial. Streamline your lead management process effectively. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin integrating Facebook leads with Symol, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect website and signing in to your account. If you are a new user, you can sign up for free and receive 100 tasks per month.

Once logged in, you will see the dashboard with various Pabbly applications. Click on the ‘Access Now’ button under Pabbly Connect to enter the dashboard. This is where you will create the workflow for your automation.

2. Creating a Workflow in Pabbly Connect

In this step, we will create a workflow to automate the process of adding Facebook leads to Symol. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. A dialog box will appear prompting you to name your workflow. using Pabbly Connect

• Enter a name for your workflow, such as ‘Add Facebook Lead Ads to Symol as Contact’.
• Select a folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize the creation of your workflow.

After creating the workflow, you will see two main sections: Trigger and Action. The trigger determines when the automation starts, and the action specifies what happens as a result. In this case, we will set Facebook Lead Ads as the trigger application.

3. Setting Up Facebook Lead Ads as Trigger

To set Facebook Lead Ads as the trigger, select it from the list of applications in Pabbly Connect. Choose the trigger event as ‘New Lead’. Then, click on the ‘Connect’ button to establish a connection with Facebook Lead Ads.

• Make sure you are logged into your Facebook account in another tab.
• Authorize the connection by clicking on the ‘Connect with Facebook Lead Ads’ button.
• Select the Facebook page and lead form you want to use for this automation.

After successfully connecting, toggle the button for the simple response and click on ‘Save and Send Test Request’. This step will check if the connection is working properly by waiting for a webhook response from Facebook.

4. Setting Up Symol as Action in Pabbly Connect

With the trigger set, the next step is to define the action. Select Symol as the action application and choose the action event as ‘Create/Update Contact’. Click on the ‘Connect’ button to link your Symol account with Pabbly Connect.

You will need to provide the domain and token for your Symol account. To find these details, navigate to your Symol account settings, click on ‘Website Settings’, and then on ‘Domains’. Copy the domain and paste it into Pabbly Connect.

Go to the ‘Applications’ section in Symol to reveal your API key. Copy the API key and paste it into Pabbly Connect. Click on the ‘Save’ button to finalize the connection.

Once connected, you can map the data from the Facebook lead to the corresponding fields in Symol. This mapping allows you to automatically insert the lead’s information into your CRM.

5. Testing the Integration with Pabbly Connect

After setting up the action, it’s crucial to test the integration. Generate a test lead using the Lead Ad Assistant tool on Facebook. Fill out the lead form with dummy information to simulate a real lead.

Once the test lead is generated, go back to your Pabbly Connect workflow and check if the response has been captured. You should see the details of the test lead, confirming that the integration is working correctly.

Verify that the contact appears in your Symol account. Check that all mapped fields are populated accurately.

With successful testing, your automation is now complete. Whenever a new lead is generated through Facebook Lead Ads, it will automatically be added as a contact in your Symol account, streamlining your lead management process.

Conclusion

This tutorial demonstrated how to integrate Facebook leads with Symol using Pabbly Connect. By following these steps, you can automate your lead management process, ensuring efficiency and timely follow-ups for potential customers.