An automated workflow using zapier
Connects Facebook Lead Ads + Zoho CRM
Create or update Zoho CRM module entries for new leads in Facebook Lead Ads
About this workflow template
This automation scenario allows you to connect Facebook Lead Ads and Zoho CRM
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 Zoho CRM 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 Zoho CRM
Create/Update Module Entry in Zoho CRM
Create or update module entries
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create or update Zoho CRM module entries for new leads in Facebook Lead Ads.
Part I
Configure Applications
First, we need to connect Facebook Lead Ads and Zoho CRM 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 Zoho CRM to Zapier.
Give Zapier access to your Zoho CRM account, using Zoho CRM 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 Zoho CRM
Choose this action: Create/Update Module Entry (Create or update module entries).
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 Zoho CRM.
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 or update Zoho CRM module entries for new leads in 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 module entry
Creates a new entry in a module
actionbyzapierintegratelyCreate/update module entry
Create or update module entries
actionbyzapierUpdate module entry
Update existing entry in the selected module
actionbyzapierintegratelypabbly-connectCreate an object
Creates a new object.
actionbyintegromatAdd tag
Add new tag to existing module entries
actionbyzapierintegratelyFind module entry
Finds an entry in a module
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
Zoho CRM is a powerful web-based CRM software that helps businesses attract, retain, and satisfy customers. It offers automated sales, seamless integration with popular business apps, and a comprehensive suite of features for managing leads, sales, marketing campaigns, customer support, and more. Transform your business with the world's favorite CRM system.
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.
