An automated workflow using zapier
Connects Facebook Lead Ads + Agile CRM
Add new Facebook Lead Ads leads as contacts in Agile CRM
About this workflow template
This automation scenario allows you to connect Facebook Lead Ads and Agile CRM
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 Agile 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 Agile CRM
Create Contact in Agile CRM
Creates New Contact in the Agile CRM.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Add new Facebook Lead Ads leads as contacts in Agile CRM.
Part I
Configure Applications
First, we need to connect Facebook Lead Ads and Agile 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 Agile CRM to Zapier.
Give Zapier access to your Agile CRM account, using Agile 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 Agile CRM
Choose this action: Create Contact (Creates New Contact in the Agile CRM.).
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 Agile 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 Add new Facebook Lead Ads leads as contacts in Agile CRM!
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 contact
Creates New Contact in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoCreate or update contact
Updates the contact in Agile CRM based on the Email Address. Alternatively, can also create a contact if one is not found.
actionbyzapierCreate deal
Create a deal in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoAdd note
Add a Note to the Contact.
actionbyzapierintegratelypabbly-connectAdd tag to contact
Add Tag to a Contact in the Agile CRM.
actionbyzapierintegratelypabbly-connectalbatoCreate a contact
Creates a new contact.
actionbyintegromat
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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