Integrating Facebook with Zoho Click Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Facebook with Zoho Click using Pabbly Connect in this detailed tutorial. Automate your lead management effortlessly. 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. Setting Up Pabbly Connect for Facebook Integration

To start integrating Facebook with Zoho Click, you first need to set up Pabbly Connect. This tool allows you to automate workflows without coding. Begin by signing into your Pabbly account. If you are a new user, click on ‘Sign Up for Free’ to create an account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create a new workflow. Click on the ‘Create Workflow’ button. You will be prompted to name your workflow; for example, name it ‘Send Zoho Click Messages for Facebook’.

2. Creating a Workflow Trigger for Facebook

In this section, we will set up the trigger for our workflow. The trigger will initiate the automation process when a new lead is generated through Facebook. Select ‘Facebook’ as your trigger application. using Pabbly Connect

• Choose the trigger event, which is typically ‘New Lead’.
• Connect your Facebook account by clicking on ‘Connect with Facebook’.
• Authorize Pabbly Connect to access your Facebook leads.

After successfully connecting, you can test the trigger to ensure it captures data from Facebook. This step is crucial for verifying that the integration works as expected. Once you confirm that the trigger is functioning correctly, you can proceed to the next step.

3. Configuring Action in Zoho Click

After setting up the trigger, the next step is to configure the action in Zoho Click. Select ‘Zoho Click’ as your action application. This is where you will send the messages containing lead details. using Pabbly Connect

Choose the action event, such as ‘Send Channel Message’. You will need to connect your Zoho Click account by entering your domain name. For example, if your domain is ‘example.zohoclick.in’, paste it into the provided field.

• Map the fields from Facebook to Zoho Click, ensuring that first name, last name, email, and phone number are correctly aligned.
• Draft the message format, including placeholders for dynamic data from Facebook leads.

Once you have mapped the fields and drafted the message, save the action. This configuration will allow you to send messages to your team whenever a new lead is generated from Facebook.

4. Testing the Facebook and Zoho Click Integration

To ensure everything is working correctly, it’s essential to test the integration. Start by submitting a test lead through your Facebook lead form. This will simulate a real lead generation scenario.

After submitting the test lead, go back to Pabbly Connect and check for the response. You should see the data captured from Facebook, including the first name, last name, email, and phone number. If the data appears correctly, proceed to check Zoho Click.

Open your Zoho Click account and navigate to the relevant channel. Verify that the message containing the lead details has been sent successfully.

If the message is received, congratulations! Your Facebook and Zoho Click integration via Pabbly Connect is now fully operational. If there are any issues, revisit the configuration steps to troubleshoot.

5. Conclusion

In this tutorial, we explored how to integrate Facebook with Zoho Click using Pabbly Connect. By following these steps, you can automate your lead management efficiently. This integration helps streamline communication with your team, ensuring no lead is missed.

By utilizing Pabbly Connect, you can enhance your digital marketing efforts and make your lead management process more effective. Start leveraging this powerful integration today!