An automated workflow using zapier
Connects Salesforce + Facebook Conversions
Create funnel events in Facebook Conversions from new updated fields on records in Salesforce
About this workflow template
This automation scenario allows you to connect Salesforce and Facebook Conversions
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
Salesforce and Facebook Conversions can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Salesforce
Updated Field on Record in Salesforce
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
Then this action happens in Facebook Conversions
Send Funnel Event in Facebook Conversions
Publish lead updates from your funnel.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create funnel events in Facebook Conversions from new updated fields on records in Salesforce.
Part I
Configure Applications
First, we need to connect Salesforce and Facebook Conversions to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Salesforce to Zapier.
Give Zapier access to your Salesforce account, using Salesforce 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 Salesforce
Choose the following trigger: Updated Field on Record (Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).).
Then set up an Action for Facebook Conversions
Choose this action: Send Funnel Event (Publish lead updates from your funnel.).
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 Salesforce 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 funnel events in Facebook Conversions from new updated fields on records in Salesforce!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
triggerbyzapierUpdated field on record
Triggers when a field of your choosing (ie. email address, status) is updated on any record of a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
triggerbyzapierpabbly-connectUpdated record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
triggerbyzapierWatch records in an object
Triggers when a record in an object is created or updated.
triggerbyintegromatNew outbound message
Triggers when a new outbound message is received in Salesforce.
triggerbyzapierOpportunity was won
This Trigger fires every time an Opportunity changes to the "Closed Won" stage. Note: For realtime notifications, you or your Salesforce administrator must install the IFTTT Salesforce Package. For more details see: ift.tt/salesforce
triggerbyifttt
Send 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-connectSend event(s)
Sends an event.
actionbyintegromatSend event
Send event
actionbyalbato
Apps you need
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
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