An automated workflow using zapier
Connects LionDesk + Facebook Conversions
Create lead events in Facebook Conversions from new contacts in LionDesk
About this workflow template
This automation scenario allows you to connect LionDesk and Facebook Conversions
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
LionDesk and Facebook Conversions can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in LionDesk
New Contact in LionDesk
Triggers when a new contact is added to your LionDesk account.
Then this action happens in Facebook Conversions
Send Lead Event in Facebook Conversions
Publish lead events to Conversions API
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create lead events in Facebook Conversions from new contacts in LionDesk.
Part I
Configure Applications
First, we need to connect LionDesk and Facebook Conversions to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect LionDesk to Zapier.
Give Zapier access to your LionDesk account, using LionDesk credentials.
Connect Facebook Conversions to Zapier.
Give Zapier access to your Facebook Conversions account, using Facebook Conversions 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 LionDesk
Choose the following trigger: New Contact (Triggers when a new contact is added to your LionDesk account.).
Then set up an Action for Facebook Conversions
Choose this action: Send Lead Event (Publish lead events to Conversions API).
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 LionDesk and Facebook Conversions.
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 lead events in Facebook Conversions from new contacts in LionDesk!
Related Automation Templates
Supported triggers and actions
Business
Business that contains your data set
triggerbyzapierDataset
Datasets to be uploaded to Conversions API through the Zap
triggerbyzapierSend funnel event
Publish lead updates from your funnel.
actionbyzapierSend lead event
Publish lead events to Conversions API
actionbyzapierintegratelypabbly-connectSend other event
Publish other events to Conversions API
actionbyzapierintegratelypabbly-connectSend purchase event
Publish purchase events to Conversions API
actionbyzapierintegratelypabbly-connect
Create contact
Creates a new contact in your LionDesk account based on email address. If a contact already exists with the submitted email address, their record will be updated. NOTE: This action will create a unique contact for every submission that does *not* have an email address. This will result in multiple contacts being created for the same info if it is submitted multiple times without an email address. Please use the "Find Contact" action in conjunction with "Create Contact" if you want to avoid this issue.
actionbyzapierintegromatUpdate hotness
Update the hotness of a contact
actionbyzapierintegromatintegratelyCreate/update/delete contact hotness
Creates, updates or deletes a contact's hotness.
actionbyintegromatDelete contact
Deletes a contact.
actionbyintegromatAdd comment
Adds a comment to an existing contact.
actionbyzapierintegratelyStart campaign
Start an existing campaign for a contact.
actionbyzapierintegrately
Apps you need
LionDesk is the ideal CRM for sales professionals and small businesses to manage clients, automate marketing and close deals effortlessly. Enjoy an intuitive platform with affordable pricing.
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.
