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Using Zapier to automate and direct Meta lead f...

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Avatar for Jordan Munton Jordan Munton
April 24, 2024
Marketing & SEO
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Using Zapier to automate and direct Meta lead form data

Avatar for Jordan Munton

Jordan Munton

April 24, 2024
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Transcript

  1. Jordan Munton linkedin.com/in/jordan-munton/

  2. What Meta lead forms are

  3. What Meta lead forms are What Zapier is

  4. What Meta lead forms are What Zapier is How to

    setup Meta trigger

  5. What Meta lead forms are What Zapier is How to

    setup Meta trigger Examples of setting up an action
  6. None

  7. Meta Lead Ads

  8. Meta Lead Ads • Meta forms keep users on the

    platform

  9. Meta Lead Ads • Meta forms keep users on the

    platform • Website tracking is not required

  10. Meta Lead Ads • Meta forms keep users on the

    platform • Website tracking is not required • Parts of the form are pre-populated

  11. 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
  12. None
  13. None

  14. Meta Lead Ads

  15. Meta Lead Ads • Time consuming to download

  16. Meta Lead Ads • Time consuming to download • Has

    the potential to cause GDPR issues

  17. Meta Lead Ads • Time consuming to download • Has

    the potential to cause GDPR issues • Human errors can occur easily

  18. 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
  19. None
  20. None

  21. Zapier

  22. Zapier • Zapier has access to over 6,000 apps

  23. Zapier • Zapier has access to over 6,000 apps •

    Automates repetitive tasks

  24. Zapier • Zapier has access to over 6,000 apps •

    Automates repetitive tasks • Avoids coding or relying on developers to build the integration

  25. 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

  26. Zapier

  27. Zapier 1

  28. Zapier 1 2

  29. Zapier 1 2 3

  30. Determining what will trigger the zaps

  31. Zapier Basics

  32. Zapier Basics

  33. Zapier Basics

  34. Zapier Basics

  35. Zapier Basics

  36. Zapier Basics

  37. Zapier Basics

  38. Zapier Basics

  39. Zapier Basics

  40. Zapier Basics

  41. What we want Zapier to do when a Facebook lead

    is recieved

  42. Whatsapp automation

  43. Example

  44. Example

  45. Example

  46. Example

  47. Example

  48. Example

  49. Example

  50. Example

  51. Email by Zapier

  52. None
  53. None
  54. None
  55. None

  56. DOB reformat for Mailchimp Birthday

  57. Example

  58. Example

  59. Example

  60. Example

  61. Example

  62. None
  63. None

  64. Lead from Meta

  65. Lead from Meta Message sent to sales team

  66. Lead from Meta Message sent to sales team Welcome email

    sent to user

  67. Lead from Meta Message sent to sales team Welcome email

    sent to user Lead added to Salesforce

  68. Lead from Meta Message sent to sales team Welcome email

    sent to user Lead added to Salesforce Date of birth reformatted

  69. Lead from Meta Message sent to sales team Welcome email

    sent to user Lead added to Salesforce Date of birth reformatted Email subscriber added

  70. linkedin.com/in/jordan-munton/