Integrating Facebook Leads with Zoho CRM and Bravo Using Pabbly Connect

Learn how to automate adding leads from Facebook to Zoho CRM and Bravo using Pabbly Connect. Step-by-step tutorial for seamless integration. 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 start the integration process using Pabbly Connect, first, open your web browser and go to the Pabbly website. If you are a new user, click on ‘Sign Up for Free’ to create an account. Existing users should click ‘Sign In’ to access their dashboard.

Once logged in, click on the ‘Access Now’ button for Pabbly Connect. In the dashboard, you will see all your workflows. To create a new workflow, click on the ‘Create Workflow’ option located at the top right corner of the page. Enter a name for your workflow, such as ‘Facebook Leads to Zoho CRM and Bravo’, and then click on ‘Create’.

2. Setting Up Facebook Leads as Trigger in Pabbly Connect

In this step, we will set Facebook Leads as the trigger in Pabbly Connect. Select Facebook Lead Ads as the trigger application and choose the trigger event as ‘New Lead’. After that, click on ‘Connect’ to establish a connection.

• Click on ‘Add New Connection’.
• Authorize the connection to Facebook Lead Ads.
• Select the Facebook page and lead generation form you wish to use.

After setting up the connection, click on ‘Save and Send Test Request’. This will prepare Pabbly Connect to capture the lead data. Fill in the dummy details in the Facebook lead form to test the integration.

3. Creating Leads in Zoho CRM Using Pabbly Connect

The next step involves creating a lead in Zoho CRM through Pabbly Connect. Select Zoho CRM as your action application and choose the action event as ‘Create Lead’. Click on ‘Connect’ and then ‘Add New Connection’ to link your Zoho CRM account.

During this setup, you will need to provide your Zoho domain. To find this, log into your Zoho CRM account and copy the domain name. Paste it into Pabbly Connect and click ‘Save’. Next, map the fields from the Facebook lead to the Zoho CRM lead, ensuring all necessary details are included.

Once you have mapped the fields, click on ‘Save and Send Test Request’. Check your Zoho CRM to confirm that the lead has been created successfully. This integration ensures that every new lead from Facebook is automatically added to your Zoho CRM.

4. Adding Contact in Bravo Through Pabbly Connect

Now that we have created a lead in Zoho CRM, the next action is to add a contact in Bravo using Pabbly Connect. Select Bravo as the action application and choose ‘Create or Update Contact’. Click on ‘Connect’ and then ‘Add New Connection’ to set up the integration.

• Input your Bravo domain and API key.
• Map the email, first name, and last name fields from the Facebook lead data.
• Select the list where the new contact should be added.

After mapping the necessary fields, click on ‘Save and Send Test Request’. Check your Bravo account to ensure that the contact has been successfully created with the details from the Facebook lead.

5. Creating User in Interact with Pabbly Connect

For the final step, we will create a user in Interact using Pabbly Connect. Select Interact as the action application and choose ‘Create or Update User’. Click on ‘Connect’ and then ‘Add New Connection’. You will need to provide the secret key from your Interact account settings.

Once connected, map the details such as country code and phone number from the Facebook lead data. Ensure that the phone number includes the country code. After mapping, click on ‘Save and Send Test Request’ to finalize the setup.

Verify in your Interact account that a new user has been created with the same details submitted in the Facebook lead form. This completes the integration process, ensuring seamless data flow from Facebook Leads to Zoho CRM, Bravo, and Interact using Pabbly Connect.

Conclusion

This tutorial demonstrated how to automate the process of adding leads from Facebook to Zoho CRM and Bravo using Pabbly Connect. By following these steps, you can streamline your lead management and enhance your workflow efficiency.