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

Learn how to integrate Marketing with CRM Using Pabbly Connect in this detailed tutorial, covering Facebook lead ads, Gmail, and more. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Setting Up Facebook Lead Ads for Marketing

To initiate the integration, the primary application is Marketing, specifically through Facebook Lead Ads. This setup allows you to capture potential leads directly from your Facebook advertisements. using Pabbly Connect

First, ensure you have created a Facebook page for your marketing agency. In this case, the page is named ‘Digital Dynamics.’ When users fill out their contact information through the Facebook lead ad, these details will be captured automatically.

2. Connecting Pabbly Connect to Facebook Lead Ads

The next step involves using Pabbly Connect to link your Facebook Lead Ads with your CRM. Start by logging into your Pabbly Connect account and clicking on the ‘Create Workflow’ button.

• Select your desired workflow name, such as ‘Create No CRM Lead from Facebook Lead Ads.’
• Choose the folder where you want to save this workflow.
• Click on the ‘Create’ button to finalize your workflow setup.

Once the workflow is created, you need to set the trigger application as Facebook Lead Ads. This ensures that whenever a new lead is generated, it will initiate the workflow.

3. Creating a New Lead in No CRM

After setting up the trigger, the next application to focus on is CRM, specifically No CRM. In this step, you will configure the action to create a new lead in your No CRM account. using Pabbly Connect

Choose the action event as ‘Create Lead’ in your No CRM setup. Connect your No CRM account by entering the required API key and account name. This information is vital for the integration to work seamlessly.

• Enter the API key generated from your No CRM account.
• Map the lead’s details such as first name, last name, email, and phone number from the Facebook lead ad response.

After entering the necessary details and mapping them correctly, click on ‘Save and Send Test Request’ to ensure that the lead is created successfully in No CRM.

4. Sending a Welcome Email via Gmail

With the lead created in No CRM, the next action is to send a welcome email using Gmail. This step is crucial for engaging with your new leads promptly. using Pabbly Connect

Select Gmail as your action application and choose the action event as ‘Send Email.’ Connect your Gmail account by granting the necessary permissions to Pabbly Connect.

Map the recipient email address to the lead’s email captured from Facebook. Enter the email subject, such as ‘Welcome! Let’s Discuss Your Marketing Needs.’ Compose the email content to thank the lead and provide further engagement options.

Finally, click on ‘Save and Send Test Request’ to confirm that the email is sent successfully to the new lead.

5. Testing the Integration with a Real-Time Example

To ensure that the entire setup works correctly, it’s essential to test the integration. Start by generating a test lead in your Facebook Lead Ads. using Pabbly Connect

Delete any previous test leads and create a new one by filling in dummy data. After submitting the test lead, check your No CRM account to see if the lead appears. Ensure that the email is also sent to the new lead’s inbox.

Verify that the new lead is created in No CRM with accurate details. Check the lead’s email for the welcome message sent from Gmail.

Once confirmed, you can be assured that your integration between Marketing, CRM, and Gmail is functioning as intended, allowing for efficient lead management.

Conclusion

This tutorial covered how to integrate Marketing with CRM Using Pabbly Connect, focusing on Facebook Lead Ads, No CRM, and Gmail. By automating these processes, you can efficiently manage leads and enhance your marketing efforts.