This post discusses how you can integrate Facebook Lead Ads with Zoho CRM to add Facebook leads to Zoho CRM automatically.
This automation requires a one-time setup, for which we will use Pabbly Connect.
We will create a workflow to link Facebook Lead Ads with Pabbly Connect and capture the lead data, then send this data to Zoho CRM to create a new lead.
Steps to add leads in Zoho CRM from Facebook Lead Ads
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 Zoho CRM as the Action App
4. Add Text Formatter to the workflow
5. Map the necessary details from the steps above
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 Zoho CRM as the Action App
A. Action App
Action allows us to choose the application that will get executed by the workflow trigger.
We want to add a new lead in Zoho CRM from Facebook Lead Ads responses. Therefore, Zoho CRM will be our action app.
Choose ‘Zoho CRM’ as your Action App, select ‘Create Lead’ as an Action Event, and click on ‘Connect’
B. Connect with Zoho CRM Account
To connect your Zoho CRM account, select ‘Add New Connection’, and click on ‘Connect With Zoho CRM’.
You can find the Domain from your Zoho CRM account URL
Enter your Domain, and click on ‘Save’. Also, grant the authorization.
Step 4:- Add Text Formatter to the workflow
As soon as you give the necessary authorization, new fields will appear asking you to fill up the details of your lead.
These fields require you to fill in the First and Last names of your lead separately. But the data we fetched from Facebook Lead Ads has a Full Name. To split this full name into two separate fields, we need to add a Text Formatter to our workflow.
A. Add Action Step
Add another action step between the trigger and action app by clicking the ‘+’ button.
B. Add a Text Formatter
Choose ‘Text Formatter by Pabbly’ as your app, and select ‘Split Text’ as an Action Event. Click on ‘Connect’.
In Text to Split Field, map the Full Name from above
Add ‘{{space}}’ as your Separator to split the text on either side of the space.
Since we want to retain the complete data on either side of the space, select ‘All’ as the Segment Index, and click on ‘Save And Send Test Request’.
Full Name has now split into First and Last Names.
Reauthorize the connection by clicking on ‘Connected’
Then click on the ‘Save’ button
Step 5:- Map the necessary details from the steps above
We will now fill up the fields by mapping the details from above. Mapping the data ensures that it remains dynamic and changes with each new entry.
Map the Last Name from above.
Similarly, map the other fields. Leave the unnecessary fields empty.
Map the Annual Revenue from the step above, or enter a value if revenue is not a part of your data.
Click on ‘Save & Send Test Request’
After clicking on Save & Send Test Request, you will receive a response confirming that a lead has been added to your Zoho CRM.
A lead has been created in Zoho CRM, thus confirming a successful integration.
Our automation is complete.
We have successfully integrated Facebook Lead Ads with Zoho CRM. Upon generation of lead in Facebook Lead Ads, a new lead will be created in Zoho CRM simultaneously.
You can copy and use the entire workflow through this link.
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