Integrating Facebook Leads with Salesforce CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Facebook leads with Salesforce CRM using Pabbly Connect. This detailed tutorial guides you through the setup process for automated email follow-ups.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To integrate Facebook leads with Salesforce CRM, first access Pabbly Connect. This platform enables seamless integration between various applications, including Facebook and Salesforce. If you don’t have an account, you can create one in just two minutes by signing up for free.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can start creating your workflow by clicking on the blue button labeled ‘Create Workflow’. This is the first step in automating your lead management process.

2. Creating a Workflow in Pabbly Connect

In this step, you will create a new workflow in Pabbly Connect. After clicking ‘Create Workflow’, provide a name for your automation, such as ‘Add Facebook Leads to CRM and Send Automated Emails’. This name will help you identify the workflow later.

• Click on the ‘Create’ button to proceed.
• You will see two boxes representing trigger and action.
• Select ‘Facebook Lead Ads’ as the trigger application and ‘Salesforce’ as the action application.

By selecting these applications, you are setting up the automation to capture leads from Facebook and send them directly to Salesforce. This integration simplifies the process of managing leads effectively.

3. Connecting Facebook Lead Ads to Pabbly Connect

Next, you will connect your Facebook Lead Ads to Pabbly Connect. Click on the ‘Connect’ button and authorize Pabbly Connect to access your Facebook account. This step is crucial for capturing lead data.

After successful authorization, choose the Facebook page associated with your lead ad form. You will see the list of lead forms linked to that page. Select the appropriate lead form, such as ‘Inquire Now’, to capture the leads.

• Click on ‘Save and Send Test Request’ to ensure the connection is working.
• Perform a test submission using the Facebook Lead Ads testing tool.
• Verify that the lead data is captured in Pabbly Connect.

This connection allows Pabbly Connect to automatically pull in new leads from your Facebook ads, streamlining your lead management process.

4. Adding Salesforce CRM Integration

Now, you will add Salesforce as an action step in your Pabbly Connect workflow. Select Salesforce from the action applications and choose the action event as ‘Create Contact’. Click on ‘Connect’ to authorize Pabbly Connect to access your Salesforce account.

Once connected, you will map the lead data captured from Facebook to the required fields in Salesforce. For instance, map the lead’s name, email, and phone number into the corresponding fields.

Ensure all necessary fields are filled out correctly. Click on ‘Save and Send Test Request’ to create a test contact in Salesforce. Check Salesforce to confirm the contact has been created.

This integration ensures that every new lead captured from Facebook is automatically added to your Salesforce CRM, enhancing your lead tracking and management capabilities.

5. Automating Email Follow-Ups Using Gmail

The final step involves setting up automated email follow-ups using Gmail through Pabbly Connect. Add Gmail as another action application and connect your Gmail account. This will allow you to send emails to the leads captured from Facebook.

In the Gmail action configuration, you will map the recipient’s email address to the lead’s email captured in the previous steps. Create a personalized email message that will be sent automatically upon lead capture.

Set the email subject and body content, ensuring to include lead-specific details. Click on ‘Save and Send Test Request’ to send a test email. Check your Gmail to confirm the email was sent successfully.

This automation allows you to maintain communication with new leads effortlessly, ensuring they receive timely follow-up messages from your business.

Conclusion

Integrating Facebook leads with Salesforce CRM using Pabbly Connect significantly streamlines your lead management process. This tutorial outlined the steps to automate lead capture and follow-up emails, enhancing your business efficiency.