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How to Integrate Facebook Lead Ads with CRM through Zapier

How to Integrate Facebook Lead Ads with CRM through Zapier

In this video, Sabrina will show you how to use the integration tool with Zapier in Facebook Lead Ads to connect your CRM for automatic lead flow.


Hey, this is Sabrina, lead trainer for Ballen Brands. I’m going to show you guys how to integrate your Facebook lead forms with Zapier today. So, to find your lead forms, if you guys haven’t created one already, you’re going to go to your Facebook page, then you’re going to go to Publishing Tools at the top, and then there’s a Forms Library option on the left-hand side. Now, if you do a lead form through an Ad directly it does give you the option to create a new form from there. That will work, as well, but this is one way to find your forms, nice and easy, if you ever need to deactivate them, or create a new one, or duplicate an old one to create a new one.

From here, you can go ahead and create a new form, or you can duplicate an existing form. You’re going to, basically, follow the steps on here to set it up. So, you put in your headline, an image, you go to your Questions and determine what you would actually like to appear in your form. Then, you’re going to go into your Privacy Policy section, if you decide you want to add any information there, and then you can change your Thank You screen.

Once they register, there is a little description here, there is a button whether you want them to view a certain website or download, and then you have the button text and the website link, all available here. Once you’re done you can go ahead and hit Finish and your form will be created and ready for us to connect in Zapier. In Zapier, you’re going to start by making a Zap. We’re going to choose a Trigger App. Now, the trigger is what happens first that then puts them into our database. So, what’s going to happen is they’re going to fill out that Facebook Ad lead form, so I’m going to search Facebook. There’s a Facebook Lead Ad Options. Keep in mind this is only available with the premium version of Zapier.

So, you’re going to follow the steps here. It says, “When a new lead comes in that’s gonna be our trigger.” It asks you to set up your Facebook Leads Ads account. We already set ours up. If you haven’t, just hit connect an account and it will walk you through the steps to set that up. Now, it’s going to ask you which page the Ad is on. With this one we did Lori [Valenteam 00:02:39], and then here’s one of our forms that we created the other day. It’s going to ask you what page you’re writing the Ad on, and what form you’re using. We’re going to hit continue. It’s going to run a quick test. I’m not going to run a test on this one, I’m just going to go ahead and skip it but it is recommended that you run a quick test and make sure everything’s popping in properly.

Now, it says to choose an Action App, so the action is, “What do you want to happen after they fill out that lead form?” In this case we want to put it into Infusionsoft, so we’re going to choose Infusionsoft, and I want it to create or update a contact, because if they’re not a contact in our system already I want it to create a new one. If they are, I want it to update our system so we know that that person registered for this offer. I’m going to hit Save and Continue. It’s going to ask you to choose your Infusionsoft account. Again, if you don’t already have it connected, just hit connect an account and follow the steps to get that setup.

Then, it’s going to ask you to set up the Infusionsoft contact, so it’s going to give you all the field options here that you can set up. So, you’re not going to be able to pull a whole bunch of information from the Ad, but if you click on this little icon on the right-hand side here it’ll tell you what you can actually pull in from the lead. Now, it told me that I skipped this action, so there’s no data available, so it looks like I do have to go back and rerun the test. It only takes a second. Okay.

Now, I should be able to go back in here. There it is. Okay. So, it pulls from your form. This is all the information that you can pull from the Facebook lead. So, since this is an email field, I’m going to click on the email option from the Facebook Ad. I’m going to scroll down. “Has this person opted in to receiving marketing communications from you?” I would hit probably “yes” on that one just depending on what the form is. You want to make sure that you’re complying properly. First name, last name, so I’m just matching them up. If you want a tag to be applied, you can choose to have a tag be applied. These are all of our custom fields, and addresses, and billing information, so I’m just going to scroll down to phone number here and pull in the phone number. There it is.

Then, any of this other information, if you want to have it manually filled out you can, if it applies to every contact that might fill out that form. That’s the only time it would make sense. So, for example, we have a section on here for person type, so person type in our system may be buyer lead, so if I know I’m only using this form for Ads that buyers would register for, then I can put in buyer lead and it would pop that into my field in Infusionsoft here.

Once you’re all done, you’re going to hit Continue. It’s going to ask you to run another test, and then it’s going to complete it. I’m not going to go through that process here on video, because we are using this form for something else, and I don’t want to mess up where it’s already set up, but you just hit Continue, click the Yes I want to test it button, and then it will say, “Okay, your Zap is all good to go. Go ahead and turn it on,” and you’re going to flip the little toggle that it gives you, like what you see in the upper right hand corner here to turn it on.

Once it’s done, you’re going to see it on your … I have so many drafts in here. You’re going to see it at the top and it’s going to be one of the only ones that you have turned on, unless you have a whole bunch of Zaps in your system. It will show as turned on. You have the name here, which you actually create the name in the upper left corner here when you’re editing it. It runs pretty much immediately, so anytime anybody registers from the Ad it’ll trigger Zapier, Zapier will run and fill out all the information, put it into your Infusionsoft account, and if you guys have Autopilot ISA, which is our campaign system to follow up with leads, then you can actually, in your Zap under the template options here, you can have a tag applied, like what we have here, that triggers your Autopilot campaign. So, you can have it trigger the buyer, or the seller, campaign and automatically have follow ups going to them via text and email right off the bat, for a higher chance of getting those leads to follow back up with you and become a closing.

So, that is how to integrate Facebook Ad forms with Zapier so your contacts can go from your Facebook Ads into your Infusionsoft database. If you guys have any questions, you can always reach us at, and if you liked this video and want to learn more about online marketing, go ahead and follow our YouTube channel, and also check out our online courses at It’s our video course where you can learn everything there is know about online marketing, and we also have a real estate expansion specifically for agents where we talk about real estate processes, tools, and online marketing strategies for real estate specifically. That is all of that.

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