Are you looking for ways to connect CRM to Facebook through Zapier?
Look no further. This article will teach you the step-by-step process of how to perform the integration.
Before diving in, looking out for a CRM with smooth integration and compatible capability when getting your next CRM is essential.
CRMs don’t work in isolation. They work better when integrated with other SaaS and media tools.
The ROI of a CRM software system, when properly implemented, can exceed 245%Source
What is Zapier?
Zapier is an automation tool that lets you easily create workflows that involve common web apps and services. Without mixing words, it lets you connect seamlessly to almost any app on the planet.
And the best part is that it is very efficient and reliable.
Step-by-Step Process To Connect your CRM to Facebook
Step 1: Go to Meta (Facebook) Business Suite via this link
Step 2: Click All Tools from the menu.
Step 3: Locate and Click Instant Forms
Step 4: Click CRM Setup
Step 5: Type the name of the CRM (e.g, Salesforce) you want to use in the search. When the name appears, select it. Then click Connect
Step 6: Log in to your Zapier account or create a new one
Step 7: To create your Zap, choose the Meta account you’re using to run your lead ads campaign in the Choose Account section. Click Continue to confirm your account.
Step 8: Choose the default option to send data from all of your forms, then click Continue. If you want to choose a specific form to send data to your CRM, click the Form dropdown and choose the Form you want.
Step 9: Click Test Trigger to generate a sample lead and confirm the integration works, then click Continue.
Step 10: To select an action for your trigger to perform, click the Action Event dropdown and choose an option.
Step 11: Sign in to the CRM. This ensures Zapier can create records in that application. If you’ve already activated a CRM, choose it from the dropdown menu. Then click Continue.
Step 12: In the Set up action section, click the dropdown to the right of each field to define your action. Make sure to match the fields from your Instant Form with the corresponding fields in your CRM. For example, match “Email” from your Instant Form to the email field in your CRM. When you’re done, click Continue.
Step 13: Click Test & Continue to ensure the integration is set up correctly. A sample lead is created in your CRM.
Step 14: When you’re done, click Turn Zap On.
Similarly, you can also use Zapier to connect your CRM for conversion leads. That way, you can track all your Facebook ads conversion directly from your CRM dashboard.
Here’s a business that explains it.
Connecting your CRM to Facebook is a way to maximize your advertising efforts and ROI. If you have any questions, kindly share