Job Description

Move Facebook leads into CRM automatically.

This automation detects new incoming leads from Facebook, then creates and update the information into your CRM software.

Benefits

Instant update to your CRM software so that you can quickly proceed with your next follow up action. Eliminates the need for manual export and data entry from the ad campaigns and reduces the chance of human error. This automation is highly scalable when you have multiple leads coming in.

Tools

Zapier, Facebook leads, Onepage CRM

Once you have selected the Facebook ad account you want to connect to. Choose the page where the ads are being ran and then select the from that you want to pull the leads from.

Select the One-page CRM and choose the action as “create contact”. That way any new leads pulled from Fb lead ads will be added as a new contact.

Fill out the field value according to the details of the leads that you want to push to the CRM. In this case, I want the name, email, and phone number. I can also create custom fields for example “How soon do you intend to move” and have the answer added to the contact details, however, the field question must be present in the lead form itself. Custom fields are added in the next action text field.