Integrating Marketing with CRM Using Pabbly Connect: A Step-by-Step Guide

Learn how to integrate Marketing with CRM Using Pabbly Connect, including step-by-step instructions for creating leads from Facebook ads and sending automated emails. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Facebook Lead Ads for Marketing

Marketing is crucial for capturing leads, and Facebook Lead Ads are an effective tool for this purpose. In this section, I will show you how to create Facebook Lead Ads that will generate leads for your CRM. You will need to have a Facebook page set up for your marketing agency. using Pabbly Connect

Once your Facebook page is ready, navigate to the Ads Manager and select the option to create a new ad. Choose the objective as ‘Lead Generation’. Ensure that your lead form captures essential information like name, email, and phone number, which can later be sent to your CRM.

2. Connecting Facebook Lead Ads to CRM Using Pabbly Connect

To connect Facebook Lead Ads to your CRM, you will use Pabbly Connect. This automation tool will help you create a workflow that triggers when a new lead is generated. Start by logging into your Pabbly Connect account and create a new workflow.

• Click on the ‘Create Workflow’ button.
• Name your workflow, e.g., ‘Create No CRM Lead from Facebook Lead Ads’.
• Select Facebook Lead Ads as your trigger application.

After setting the trigger, select the event as ‘New Lead Instant’. You will then connect your Facebook account to Pabbly Connect, allowing it to capture leads directly from your Facebook Lead Ads.

3. Creating Leads in CRM IO

Creating leads in your CRM is essential for managing potential customers. After capturing the lead from Facebook, the next step is to send this information to your CRM. In this step, you will set up an action in Pabbly Connect to create a lead in your No CRM IO account.

Select No CRM IO as your action application and choose the event as ‘Create Lead’. You will need to connect your No CRM account by entering the API key and account name. This allows Pabbly Connect to send lead information directly to your CRM.

• Map the lead’s name, email, and phone number from the Facebook lead data.
• Ensure all required fields are filled in the No CRM IO lead form.

Once everything is set up, click ‘Save and Send Test Request’ to confirm that the lead is created successfully in your No CRM IO account.

4. Sending Welcome Emails with Gmail

After successfully creating a lead in your CRM, the next step is to send a welcome email using Gmail. This step ensures that you engage with your new leads promptly. In your Pabbly Connect workflow, add another action and select Gmail as your application.

Choose the action event as ‘Send Email’. Connect your Gmail account and enter the recipient’s email address, which you will map from the lead data. You can customize the email subject and content to welcome your new lead.

Set the email subject to something like ‘Welcome! Let’s Discuss Your Marketing Needs’. Include personalized content in the email body, addressing the lead by name.

After entering all the necessary details, click ‘Save and Send Test Request’ to ensure the email is sent successfully. This will help you confirm that your automation is working as intended.

5. Testing the Integration

Testing your integration is crucial to ensure everything is functioning as expected. You will need to create a test lead in your Facebook Lead Ads to check if the entire workflow works seamlessly. Go back to your Facebook Lead Ads and submit a test lead.

After submitting the test lead, check your No CRM IO account to see if the lead has been created. Then, verify if the welcome email was sent to the test lead’s email address. This step confirms that your integration between Pabbly Connect, Facebook Lead Ads, and No CRM IO is successful.

With everything set up, you can now automate your lead generation and follow-up process, allowing you to focus on converting leads into customers efficiently.

Conclusion

Integrating Marketing with CRM Using Pabbly Connect is a powerful way to streamline your lead management process. By following these steps, you can automate the creation of leads from Facebook ads and send timely welcome emails, enhancing your marketing efforts.