An automated workflow using zapier
Connects Vtiger CRM + Facebook Conversions
Share updates from Vtiger CRM as funnel events to Facebook Conversions
About this workflow template
This automation scenario allows you to connect Vtiger CRM 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
Vtiger CRM and Facebook Conversions can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in Vtiger CRM
New Contact in Vtiger CRM
Triggers when a new contact is created.
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 Share updates from Vtiger CRM as funnel events to Facebook Conversions.
Part I
Configure Applications
First, we need to connect Vtiger CRM and Facebook Conversions to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Vtiger CRM to Zapier.
Give Zapier access to your Vtiger CRM account, using Vtiger CRM 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 Vtiger CRM
Choose the following trigger: New Contact (Triggers when a new contact is created.).
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 Vtiger CRM 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 Share updates from Vtiger CRM as funnel events to Facebook Conversions!
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 or update lead
Creates or updates lead.
actionbyzapierCreate or update contact
Creates or updates contact.
actionbyzapierCreate or update opportunity
Creates or updates opportunity.
actionbyzapierCreate a record
Creates a new record.
actionbyintegromatCreate event
Create a new Event in Vtiger.
actionbyzapierCreate case
Creates a new Case.
actionbyzapier
Apps you need
Vtiger CRM alternatives
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