Facebook Lead Ads
Insightly
zapier

An automated workflow using zapier

Connects Facebook Lead Ads + Insightly

Send new Facebook Lead Ads leads to Insightly

About this workflow template

This automation scenario allows you to connect Facebook Lead Ads and Insightly

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

Facebook Lead Ads and Insightly can also be integrated using automation tools other than zapier:

Diagram

Send new Facebook Lead Ads leads to Insightly
Workflow diagram: Facebook Lead Ads + Insightly integration

How it works?

When this trigger fires in Facebook Lead Ads

Facebook Lead Ads

New Lead in Facebook Lead Ads

Triggers when a new lead is created.

Then this action happens in Insightly

Insightly

Create Record in Insightly

Creates a Record

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send new Facebook Lead Ads leads to Insightly.

Part I

Configure Applications

First, we need to connect Facebook Lead Ads and Insightly to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Facebook Lead Ads to Zapier.

    Connect Facebook Lead Ads to Zapier.

    Give Zapier access to your Facebook Lead Ads account, using Facebook Lead Ads credentials.

  • Connect Insightly to Zapier.

    Connect Insightly to Zapier.

    Give Zapier access to your Insightly account, using Insightly 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 Facebook Lead Ads

    Set up a Trigger action for Facebook Lead Ads

    Choose the following trigger: New Lead (Triggers when a new lead is created.).

  • Then set up an Action for Insightly

    Then set up an Action for Insightly

    Choose this action: Create Record (Creates a Record).

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 Facebook Lead Ads and Insightly.

  • 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 Send new Facebook Lead Ads leads to Insightly!

Supported triggers and actions

  • Facebook Lead Ads

    New lead

    Triggers when a new lead is created.

    zapierintegromatautomateiopabbly-connect
    triggerbyzapierintegromatautomateiopabbly-connect
  • Facebook Lead Ads

    Watch leads

    Triggers when a new lead is created.

    integromat
    triggerbyintegromat
  • Facebook Lead Ads

    New ad account

    Triggers when you add a new ad account.

    zapier
    triggerbyzapier
  • Facebook Lead Ads

    New custom audience

    Triggers when you add a new custom audience.

    zapier
    triggerbyzapier
  • Facebook Lead Ads

    New form

    Triggers when you add a new form.

    zapier
    triggerbyzapier
  • Facebook Lead Ads

    Test me

    Just a test call.

    zapier
    triggerbyzapier
  • Insightly

    Create record

    Creates a Record

    zapier
    actionbyzapier
  • Insightly

    Create object

    Creates a new object of a selected type.

    integromat
    actionbyintegromat
  • Insightly

    Update record

    Updates a Record

    zapier
    actionbyzapier
  • Insightly

    Find record

    Finds an existing Record

    zapier
    actionbyzapier
  • Insightly

    Retrieve object

    Retrieves an object by its ID and type.

    integromat
    actionbyintegromat
  • Insightly

    Add or update a contact

    Create a new Contact or Update an existing Contact

    automateio
    actionbyautomateio

Apps you need

Facebook Lead Ads

Facebook Lead Ads

Advertising

Lead ads allow you to find customers who may be interested in your products or services

Insightly

Insightly

CRM

A powerful, easy to use CRM and project management software with native integrations to Gmail, Office 365, MailChimp, and other popular applications

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.