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
How it works?
When this trigger fires in Facebook Lead Ads
New Lead in Facebook Lead Ads
Triggers when a new lead is created.
Then this action happens in 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 if you don't have one.
Connect Facebook Lead Ads to Zapier.
Give Zapier access to your Facebook Lead Ads account, using Facebook Lead Ads credentials.
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
Choose the following trigger: New Lead (Triggers when a new lead is created.).
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
Configure the data that is exchanged between Facebook Lead Ads and Insightly.
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!
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Supported triggers and actions
New lead
Triggers when a new lead is created.
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Triggers when a new lead is created.
triggerbyintegromatNew ad account
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triggerbyzapierNew custom audience
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triggerbyzapierNew form
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Just a test call.
triggerbyzapier
Create record
Creates a Record
actionbyzapierCreate object
Creates a new object of a selected type.
actionbyintegromatUpdate record
Updates a Record
actionbyzapierFind record
Finds an existing Record
actionbyzapierRetrieve object
Retrieves an object by its ID and type.
actionbyintegromatAdd or update a contact
Create a new Contact or Update an existing Contact
actionbyautomateio
Apps you need
Facebook Lead Ads
Lead ads allow you to find customers who may be interested in your products or services
Facebook Lead Ads alternatives
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