An automated workflow using zapier
Connects Agile CRM + Facebook Conversions
Share updates from Agile CRM as funnel events to Facebook Conversions
About this workflow template
This automation scenario allows you to connect Agile CRM and Facebook Conversions
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Agile CRM and Facebook Conversions can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Agile CRM
New Contact in Agile CRM
Triggers when a new contact is add in AgileCRM.
Then this action happens in Facebook Conversions
Send Funnel Event in Facebook Conversions
Publish lead updates from your funnel.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Share updates from Agile CRM as funnel events to Facebook Conversions.
Part I
Configure Applications
First, we need to connect Agile CRM and Facebook Conversions to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Agile CRM to Zapier.
Give Zapier access to your Agile CRM account, using Agile CRM credentials.
Connect Facebook Conversions to Zapier.
Give Zapier access to your Facebook Conversions account, using Facebook Conversions credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Agile CRM
Choose the following trigger: New Contact (Triggers when a new contact is add in AgileCRM.).
Then set up an Action for Facebook Conversions
Choose this action: Send Funnel Event (Publish lead updates from your funnel.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Agile CRM and Facebook Conversions.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Share updates from Agile CRM as funnel events to Facebook Conversions!
Related Automation Templates
Supported triggers and actions
Business
Business that contains your data set
triggerbyzapierDataset
Datasets to be uploaded to Conversions API through the Zap
triggerbyzapierSend funnel event
Publish lead updates from your funnel.
actionbyzapierSend lead event
Publish lead events to Conversions API
actionbyzapierintegratelypabbly-connectSend other event
Publish other events to Conversions API
actionbyzapierintegratelypabbly-connectSend purchase event
Publish purchase events to Conversions API
actionbyzapierintegratelypabbly-connect
Create contact
Creates New Contact in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoCreate or update contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
actionbyzapierCreate deal
Create a deal in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoAdd note
Add a Note to the Contact.
actionbyzapierintegratelypabbly-connectAdd tag to contact
Add Tag to a Contact in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoCreate a contact
Creates a new contact.
actionbyintegromat
Apps you need
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