An automated workflow using zapier
Connects Facebook Lead Ads + Salesforce
Create accounts and contacts in Salesforce from new Facebook Lead Ads
About this workflow template
This automation scenario allows you to connect Facebook Lead Ads and Salesforce
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots 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 Salesforce 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 these actions happen in Salesforce
Find Record in Salesforce
Finds a record of a specified Salesforce object by up to two fields and values you choose.
Create Record in Salesforce
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create accounts and contacts in Salesforce from new Facebook Lead Ads.
Part I
Configure Applications
First, we need to connect Facebook Lead Ads and Salesforce 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 Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce 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 Salesforce
Choose this action: Find Record (Finds a record of a specified Salesforce object by up to two fields and values you choose.).
Then set up another Action for Salesforce
Choose this action: Create Record (Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).
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 Salesforce.
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 accounts and contacts in Salesforce from new Facebook Lead Ads!
Related Automation Templates
Supported triggers and actions
New lead
Triggers when a new lead is created.
triggerbyzapierintegromatautomateiopabbly-connectWatch leads
Triggers when a new lead is created.
triggerbyintegromatNew ad account
Triggers when you add a new ad account.
triggerbyzapierNew custom audience
Triggers when you add a new custom audience.
triggerbyzapierNew form
Triggers when you add a new form.
triggerbyzapierTest me
Just a test call.
triggerbyzapier
Create record
Creates a new record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectCreate lead
Creates a new lead in Salesforce.
actionbyzapierintegratelypabbly-connectalbatoUpdate record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
actionbyzapierintegratelypabbly-connectalbatoCreate contact
Creates a new contact in Salesforce.
actionbyzapierintegratelypabbly-connectAdd lead to campaign
Adds an existing lead to an existing campaign.
actionbyzapierintegratelyFind record
Finds a record of a specified Salesforce object by up to two fields and values you choose.
actionbyzapier
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
Salesforce is the world's top-rated Customer Success Platform and #1 Cloud-based CRM application. It unites all departments with a shared view of every customer and boosts sales productivity with industry-specific apps and best practices.
Salesforce alternatives
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.
