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Using Zapier to automate and direct Meta lead form data
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Jordan Munton
April 24, 2024
Marketing & SEO
0
110
Using Zapier to automate and direct Meta lead form data
Jordan Munton
April 24, 2024
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Transcript
Jordan Munton linkedin.com/in/jordan-munton/
What Meta lead forms are
What Meta lead forms are What Zapier is
What Meta lead forms are What Zapier is How to
setup Meta trigger
What Meta lead forms are What Zapier is How to
setup Meta trigger Examples of setting up an action
None
Meta Lead Ads
Meta Lead Ads • Meta forms keep users on the
platform
Meta Lead Ads • Meta forms keep users on the
platform • Website tracking is not required
Meta Lead Ads • Meta forms keep users on the
platform • Website tracking is not required • Parts of the form are pre-populated
Meta Lead Ads • Meta forms keep users on the
platform • Website tracking is not required • Parts of the form are pre-populated • Lead data can be downloaded via ads manager and business suite
None
None
Meta Lead Ads
Meta Lead Ads • Time consuming to download
Meta Lead Ads • Time consuming to download • Has
the potential to cause GDPR issues
Meta Lead Ads • Time consuming to download • Has
the potential to cause GDPR issues • Human errors can occur easily
Meta Lead Ads • Time consuming to download • Has
the potential to cause GDPR issues • Human errors can occur easily • Giving Access to the right people isn’t always straight forward
None
None
Zapier
Zapier • Zapier has access to over 6,000 apps
Zapier • Zapier has access to over 6,000 apps •
Automates repetitive tasks
Zapier • Zapier has access to over 6,000 apps •
Automates repetitive tasks • Avoids coding or relying on developers to build the integration
Zapier • Zapier has access to over 6,000 apps •
Automates repetitive tasks • Avoids coding or relying on developers to build the integration • Reduces data handling and improves response times
Zapier
Zapier 1
Zapier 1 2
Zapier 1 2 3
Determining what will trigger the zaps
Zapier Basics
Zapier Basics
Zapier Basics
Zapier Basics
Zapier Basics
Zapier Basics
Zapier Basics
Zapier Basics
Zapier Basics
Zapier Basics
What we want Zapier to do when a Facebook lead
is recieved
Whatsapp automation
Example
Example
Example
Example
Example
Example
Example
Example
Email by Zapier
None
None
None
None
DOB reformat for Mailchimp Birthday
Example
Example
Example
Example
Example
None
None
Lead from Meta
Lead from Meta Message sent to sales team
Lead from Meta Message sent to sales team Welcome email
sent to user
Lead from Meta Message sent to sales team Welcome email
sent to user Lead added to Salesforce
Lead from Meta Message sent to sales team Welcome email
sent to user Lead added to Salesforce Date of birth reformatted
Lead from Meta Message sent to sales team Welcome email
sent to user Lead added to Salesforce Date of birth reformatted Email subscriber added
linkedin.com/in/jordan-munton/