Integrating Facebook Leads with Salesforce and Slack Using Pabbly Connect

Learn how to automate the integration of Facebook leads into Salesforce and send Slack notifications using Pabbly Connect in this detailed tutorial. 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 for Integrations

To start using Pabbly Connect, visit the official website and sign in or sign up for a free account. This platform is essential for automating workflows between applications like Facebook, Salesforce, and Slack.

Once logged in, navigate to the dashboard of Pabbly Connect. You can create a new folder for your automation tasks, which helps in organizing your workflows. Click on the create folder icon and name it, for example, ‘Facebook Leads’.

2. Creating a Workflow to Capture Facebook Leads

In Pabbly Connect, create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow, such as ‘Add Facebook Leads to Salesforce and Send Slack Notification’. This helps in identifying the automation process later.

• Select Facebook Lead Ads as the trigger application.
• Choose the trigger event as ‘New Lead Instant’ to start the workflow.
• Connect your Facebook account to Pabbly Connect.

After setting the trigger, select your Facebook page, which in this case is ‘Regal Radiance’, and choose the lead generation form. Ensure the form is live to receive leads correctly.

3. Testing the Facebook Lead Integration

Once your trigger is set up in Pabbly Connect, save and test the request. This will prompt you to generate a sample lead submission through the Facebook lead ads form.

To do this, use the Meta for Developers page to access the lead ads testing tool. Create a test lead to confirm that your integration works correctly. After submitting the test lead, return to Pabbly Connect to check if the response has been received.

• Check if the sample lead data is displayed correctly in Pabbly Connect.
• Verify that the first name, last name, email, and phone number are accurate.

This step ensures that your Facebook leads are being captured accurately and are ready for the next action in your workflow.

4. Adding Salesforce as an Action Application

Next, in Pabbly Connect, add Salesforce as an action application. Select ‘Create Lead’ as the action event. This step is crucial as it allows you to automatically add the captured leads to your Salesforce account.

Connect your Salesforce account to Pabbly Connect by selecting ‘Add New Connection’ and allowing all necessary authentications. Once connected, you will need to map the lead details such as first name, last name, and email from the previous step into the Salesforce fields.

Map the fields accurately to ensure data integrity. Click ‘Save and Send Test Request’ to finalize the action.

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

5. Sending Notifications to Slack

Finally, to complete your workflow in Pabbly Connect, add Slack as another action application. Choose the action event ‘Send Channel Message’ to notify your team about the new lead.

Connect your Slack account by selecting ‘Add New Connection’ and entering the required token. After connecting, select the channel you created for Facebook leads and compose your notification message, including the lead details.

Ensure the message is clear and informative. Click ‘Save and Send Test Request’ to send the notification.

Check your Slack channel to confirm that the notification was sent successfully, completing the integration workflow.

Conclusion

This tutorial demonstrated how to use Pabbly Connect to automate the integration of Facebook leads into Salesforce and send notifications to Slack. By following these steps, you can streamline your lead management process effectively.