Introduction
Zapier is a powerful tool that allows you to automate workflows and connect Facebook leads to LeadExec with no coding required. If you're looking to streamline your lead collection process and send lead data from Facebook directly into LeadExec, Zapier is the perfect solution.
Steps to Set Up a Facebook Leads Integration
Before setting up your integration, ensure you have the following:
A Zapier Account: You'll need to create a free Zapier account if you don’t already have one.
Facebook Lead Ads: Ensure you have set up Facebook Lead Ads and that you're collecting leads through Instant Forms.
LeadExec Account: You’ll need to have your LeadExec account ready, and your posting instructions
Step 1: Set Up Facebook Lead Ads in Meta Business Suite
Log into Meta Business Suite: Navigate to your Meta Business Suite account.
Select "All Tools": From the main menu, click on "All Tools" and then select "Instant Forms."
Access CRM Setup: Click on the "CRM Setup" tab to link your Facebook leads to third-party tools like Zapier.
Connect to Zapier: Click “Connect” under the Zapier integration option.
Authorize Zapier Access: Click "Connect Zapier account" and then "Authorize" to give Zapier access to your Facebook leads data.
Select Your Facebook Account: From the dropdown, choose the Facebook account you want to export leads from. If it’s not listed, click "Connect a new account" and follow the prompts to authorize it.
Step 2: Set Up Your Zap in Zapier
Create a New Zap: Log into Zapier and click the "Create Zap" button.
Choose Facebook Lead Ads as the Trigger: Search for and select "Facebook Lead Ads" as your trigger app.
Set the Trigger Event: Select "New Lead" so Zapier activates whenever a new lead is submitted.
Connect Your Facebook Account: Select your Facebook account and the specific Page/Lead Form you want to use. Follow the prompts to authenticate your connection.
Test Trigger: Click "Test Trigger" to ensure Zapier retrieves sample lead data from your Facebook form.
Step 3: Connect LeadExec to Zapier
Choose LeadExec as the Action App: In the "Action" section of your Zap, search for and select "LeadExec."
Choose an Action Event: Select the appropriate action, typically "Create Lead" or "Create Contact."
Connect Your LeadExec Account: If you haven't connected LeadExec to Zapier yet, follow the prompts to authenticate your account using your API key.
Map Lead Fields: Assign Facebook lead form fields to LeadExec fields. For example:
Name: Map the name field from Facebook to the name field in LeadExec.
Email: Map the email field from Facebook to the email field in LeadExec.
Phone Number: If applicable, map the phone number field.
Tip: If a required field is missing, check your Facebook form settings to ensure all necessary fields are collected.
Test Action: Click "Test Action" to send a test lead to LeadExec. Check your LeadExec dashboard to confirm that the lead has been successfully created.
Step 4: Activate Your Zap
Review Your Zap: Ensure everything looks good and test the workflow again if needed.
Turn On the Zap: Click "Turn on Zap." Now, leads will automatically flow from Facebook to LeadExec whenever someone submits a new lead form.
Monitor & Manage: You can find your active Zaps under "My Zaps" in Zapier to edit or troubleshoot if necessary.
Conclusion
With this integration, you can now seamlessly capture Facebook leads and have them automatically added to your LeadExec account. This automation helps you focus on converting leads instead of manually managing spreadsheets.
What’s Next?
After setting up your integration, it’s important to ensure your leads meet compliance standards and are properly certified. Here are the next steps to take:
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