In this post, we will discuss how you can integrate Facebook Lead Ads with Teamleader CRM. This integration will help you add Facebook leads as your Teamleader contacts automatically.
We will establish a connection with Facebook Lead Ads to capture the lead data, and then use that data to create a contact in Teamleader CRM. This process would require a one-time setup for which we will use Pabbly Connect.
Step to Automatically add Facebook Leads as Teamleader Contacts
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 Teamleader 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.
We have established a link between Facebook Lead Ads and Pabbly Connect. Pabbly Connect will now automatically fetch the details of any new leads.
Step 3:- Setup Teamleader as the Action App
A. Action App
Action allows us to choose the application that will get executed by the workflow trigger.
Since we want to add contacts in Teamleader using the data received from Facebook Leads, Teamleader will be our Action App.
Choose ‘Teamleader’ as your Action App, and select ‘Create Contact With Primary Address’ as an Action Event. Click on ‘Connect’
B. Connect Teamleader Account
To connect your Teamleader account, select ‘Add New Connection’, and click on ‘Connect With Teamleader’. Also, grant the authorization.
C. Map the Additional Details
We will now fill up the fields by mapping the details from above. With mapping, the data remains dynamic and changes as new entries are added.
Map the First Name from above.
Similarly, map the other fields, leaving the unnecessary ones, and click on ‘Save & Send Test Request’.
After clicking on Save & Send Test Request, you will receive a response confirming the connection.
The contact is also added to our Teamleader account.
Our automation is now complete.
We have successfully integrated Facebook Lead Ads with Teamleader CRM. Whenever a new lead responds to your Facebook Ads form, they will automatically be added as a contact to Teamleader CRM.
You can copy this entire workflow by clicking this link.
Sign Up for a free Pabbly Connect account, and start automating your business.
Subscribe to our Youtube Channel for more such automation.
For any other queries, visit our forum