Agile CRM
Facebook Conversions
zapier

An automated workflow using zapier

Connects Agile CRM + Facebook Conversions

Create funnel events in Facebook Conversions from new contacts in Agile CRM

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

Create funnel events in Facebook Conversions from new contacts in Agile CRM
Workflow diagram: Agile CRM + Facebook Conversions integration

How it works?

When this trigger fires in Agile CRM

Agile CRM

New Contact in Agile CRM

Triggers when a new contact is add in AgileCRM.

Then this action happens in Facebook Conversions

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 Create funnel events in Facebook Conversions from new contacts in Agile CRM.

Part I

Configure Applications

First, we need to connect Agile CRM and Facebook Conversions to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Agile CRM to Zapier.

    Connect Agile CRM to Zapier.

    Give Zapier access to your Agile CRM account, using Agile CRM credentials.

  • Connect Facebook Conversions to Zapier.

    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

    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

    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

    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 the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Create funnel events in Facebook Conversions from new contacts in Agile CRM!

Supported triggers and actions

  • Facebook Conversions

    Business

    Business that contains your data set

    zapier
    triggerbyzapier
  • Facebook Conversions

    Dataset

    Datasets to be uploaded to Conversions API through the Zap

    zapier
    triggerbyzapier
  • Facebook Conversions

    Send funnel event

    Publish lead updates from your funnel.

    zapier
    actionbyzapier
  • Facebook Conversions

    Send lead event

    Publish lead events to Conversions API

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Facebook Conversions

    Send other event

    Publish other events to Conversions API

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Facebook Conversions

    Send purchase event

    Publish purchase events to Conversions API

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Agile CRM

    Create contact

    Creates New Contact in the Agile CRM.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Agile CRM

    Create 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.

    zapier
    actionbyzapier
  • Agile CRM

    Create deal

    Create a deal in the Agile CRM.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Agile CRM

    Add note

    Add a Note to the Contact.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Agile CRM

    Add tag to contact

    Add Tag to a Contact in the Agile CRM.

    zapierintegratelypabbly-connectalbato
    actionbyzapierintegratelypabbly-connectalbato
  • Agile CRM

    Create a contact

    Creates a new contact.

    integromat
    actionbyintegromat

Apps you need

Zapier

Zapier

Automation Platforms

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