Using Zapier to automate and direct Meta lead form data

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
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
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
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
56. DOB reformat for Mailchimp Birthday
57. Example
58. Example
59. Example
60. Example
61. Example
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/