In this post, we will discuss how you can integrate Facebook Lead Ads with Slack, and automatically notify your team members of a new Facebook lead on Slack.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will first link Facebook Lead Ads with Pabbly Connect to capture the lead data, then compose a message containing the lead details, and finally, send this message on a Slack channel to notify our team members of this lead.
Steps to Share Facebook Leads with Team Members on Slack
1. Sign In / Sign Up to Pabbly Connect and Create a Workflow
2. Establish a connection between Facebook Lead Ads and Pabbly Connect
3. Setup Slack as the Action App
Step 1:- Sign In / Sign Up to Pabbly Connect and Create a Workflow
A. Sign In / Sign Up
To begin this process, visit Pabbly Connect and create your account by clicking on the ‘Sign Up Free’ button. You can also click on Sign In if you already have an account.
Click on the Pabbly Connect ‘Access Now’ button
B. Create Workflow
To create a new workflow, click the ‘Create Workflow’ button.
Name your workflow, and click on ‘Create’.
Step 2:- Establish a connection between Facebook Lead Ads and Pabbly Connect
We will now look at the steps through which we will establish a link between Facebook Lead Ads and Pabbly Connect. This will help us to fetch the lead details from Facebook Form responses.
A. Trigger App
Trigger allows us to choose the application that will receive the data for Pabbly Connect. In our case, it would be Facebook Lead Ads.
Expand the trigger step, choose ‘Facebook Lead Ads’ as the Trigger App, and select ‘New Lead (Instant)’ as your Trigger Event. Click on ‘Connect’. Doing this will result in Facebook Lead Ads sending data directly to Pabbly Connect whenever a new lead is generated.
Select ‘Add New Connection’, and click on ‘Connect With Facebook Lead Ads’. Also, grant the authorization.
B. Establish Connection
Select the Facebook page on which you are running the lead ads, and choose the LeadGen Form you want to link with Pabbly Connect. Click on ‘Save And Send Test Request’.
As soon as you click on ‘Save And Send Test Request’, Pabbly Connect will start looking to fetch data from Facebook Lead Ads indicated by the rotating ‘Waiting for Webhook Response Button’.
C. Test the Connection
To fetch the lead details, we will use the ‘Facebook Lead Ads testing tool’, which will help us create a dummy lead. Upon submission of this dummy lead, Pabbly Connect will capture the data from Facebook Lead Ads to test our established connection.
Click on ‘Facebook Lead Ads testing tool’
You will be redirected to the Lead Ads Testing Tool, where you need to create a dummy lead.
Select the Page and Form you want to link, and click on ‘Preview form’
Fill out this dummy form, click on ‘Next’, and ‘Submit’ this form.
Switch back to Pabbly Connect, expand Response Received, and our dummy details must be visible, thus confirming our established connection.
Step 3:- Setup Slack as the Action App
A. Action App
Action allows us to choose the application that will get executed by the workflow trigger.
We essentially want to send a template message containing the lead details on Slack. Therefore, Slack will be our Action App.
Choose ‘Slack’ as your Action App, select ‘Send Channel Message’ as an Action Event, and click on ‘Connect’.
B. Connect with Slack Account
To connect with your Slack account, select ‘Add New Connection’ and click on ‘Connect With Slack’.
Enter your Token Type and click on ‘Save’. Also, grant the authorization.
C. Compose Message
Select the Channel at which you want to send the message.
Compose your message by mapping the lead details from above. Mapping ensures our data remains dynamic and changes as per the received responses.
Enter the Bot Name; this name will appear as the message sender.
Enter the other details if necessary, and click on ‘Save & Send Test Request’.
We have received a message on Slack, thus confirming our connection.
Our automation is complete. We have successfully integrated Facebook Lead Ads with Slack. Now whenever a new Facebook lead is generated, its details will be automatically shared with team members on Slack.
You can copy this entire workflow by clicking this link
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