Integrating Google Contacts and John Caris with Make: A Step-by-Step Guide

Learn how to integrate Google Contacts, John Caris, and Zoho CRM Using Pabbly Connect. Follow this detailed tutorial for seamless automation of your lead management process. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Facebook Lead Ads Integration with Google Contacts and John Caris

The integration of Google Contacts and John Caris starts with setting up Facebook Lead Ads. This step is crucial as it allows you to capture leads directly from your Facebook ad campaigns. using Pabbly Connect

To begin, you will need to access the Facebook Lead Ads setup page. Here, you can create a lead form that collects essential information from potential customers. Make sure to include fields for names, emails, and phone numbers to ensure you have all necessary data.

2. Connecting Facebook Lead Ads to Zoho CRM for Lead Management

After setting up your Facebook Lead Ads, the next step is to connect it to Zoho CRM. This allows you to manage leads effectively within your CRM system. using Pabbly Connect

Follow these steps to establish the connection:

• Open the Pabbly Connect dashboard.
• Create a new workflow by selecting Facebook Lead Ads as the trigger application.
• Choose the event as ‘New Lead Instant’.

Once you complete these steps, you will be prompted to connect your Facebook account with Pabbly Connect. This integration ensures that every new lead generated is automatically added to Zoho CRM, streamlining your lead management process.

3. Creating Google Contacts from Facebook Lead Ads Data

With the connection established to Zoho CRM, the next step is to create Google Contacts using the data collected from Facebook Lead Ads. This ensures that every lead is easily accessible in your Google Contacts. using Pabbly Connect

To create a new contact, perform the following actions:

• Select Google Contacts as the action application in Pabbly Connect.
• Choose the action event as ‘Create Contact’.
• Map the fields from Facebook Lead Ads to Google Contacts, such as first name, last name, email, and phone number.

After mapping these fields, you’ll be able to automatically create contacts in Google Contacts whenever a new lead is captured from Facebook. This integration enhances your contact management and ensures you have all leads organized efficiently.

4. Sending Notifications to Slack for New Leads

Once you’ve created a new contact in Google Contacts, the next step is to send a notification to your sales team via Slack. This ensures that your team is immediately aware of new leads and can follow up promptly. using Pabbly Connect

To set up Slack notifications, you need to:

Add Slack as the final action application in your workflow. Select the action event as ‘Send Channel Message’. Choose the channel where you want to send the message, such as ‘New Lead Alerts’.

By sending these notifications, your sales team will receive real-time updates on new leads, allowing them to act quickly and maintain a competitive edge.

5. Finalizing the Integration and Testing the Workflow

After setting up the integrations between Facebook Lead Ads, Zoho CRM, Google Contacts, and Slack, it’s essential to finalize the workflow and conduct tests to ensure everything is functioning correctly. using Pabbly Connect

To test your workflow, create a sample lead using the Facebook Lead Ads form. Check if the lead details appear in Zoho CRM, if the contact is created in Google Contacts, and if the notification is sent to Slack. This testing phase is crucial for verifying that your automation works seamlessly.

Conclusion

This guide summarizes the key points and helps you understand the essential features and benefits of using this tool.

In conclusion, integrating Google Contacts, John Caris, and Zoho CRM with Facebook Lead Ads using Pabbly Connect streamlines your lead management process. By automating these tasks, you enhance your efficiency and ensure that no lead is overlooked.