Facebook Lead Ads
Zoho CRM
zapier

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

Create or update Zoho CRM module entries for new leads in Facebook Lead Ads
Workflow diagram: Facebook Lead Ads + Zoho CRM 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 Zoho CRM

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.

    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 Zoho CRM to Zapier.

    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

    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

    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

    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 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!

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
  • Zoho CRM

    Create module entry

    Creates a new entry in a module

    zapierintegrately
    actionbyzapierintegrately
  • Zoho CRM

    Create/update module entry

    Create or update module entries

    zapier
    actionbyzapier
  • Zoho CRM

    Update module entry

    Update existing entry in the selected module

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Zoho CRM

    Create an object

    Creates a new object.

    integromat
    actionbyintegromat
  • Zoho CRM

    Add tag

    Add new tag to existing module entries

    zapierintegrately
    actionbyzapierintegrately
  • Zoho CRM

    Find module entry

    Finds an entry in a module

    zapier
    actionbyzapier

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

Zoho CRM

Zoho CRM

CRM

A comprehensive customer relationship management tool for businesses

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

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.