Upgrade to Pro — share decks privately, control downloads, hide ads and more …

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

Avatar for Jordan Munton Jordan Munton
April 24, 2024
Marketing & SEO
1
230

Using Zapier to automate and direct Meta lead form data

Avatar for Jordan Munton

Jordan Munton

April 24, 2024
Tweet

Other Decks in Marketing & SEO

See All in Marketing & SEO
International Search Summit - Mastering language selectors: Best SEO and UX practices for multilingual sites - #IntSS
Avatar for Sara Fernández Carmona sarafernandezseo
0
510
BrightonSEO April 2025: XML Sitemaps + Hreflang For E-Commerce
Avatar for Nick Samuel nmsamuel
1
160
Beyond Borders: Essential Steps for WordPress Multilingual Success
Avatar for Chiaki.K chiaki_kouno
0
140
Cómo alcanzar el éxito en Ecommerce SEO - #MarketingxValencia
Avatar for Aleyda Solis aleyda
0
140
The State of eCommerce SEO: How to Win in Today's Products SERPs - #SEOweek
Avatar for Aleyda Solis aleyda
2
6.4k
Ecommerce SEO: The Keys for Success Now & Beyond - #SERPConf2024
Avatar for Aleyda Solis aleyda
1
1.5k
Search Marketing Connect - SXO: Cos’è la Search Experience Optimization? - #SMConnect
Avatar for Sara Fernández Carmona sarafernandezseo
0
100
AI and Inclusive SEO: Navigating Limitations for Diverse Narratives
Avatar for Ian Helms ianhelms
1
110
Using Cache to Make Cash
Avatar for Andrew Prince andrewprince
1
400
Improve your SEO with video games and Google exploits - Mark Williams-Cook - BrightonSEO April 2025
Avatar for Mark Williams-Cook markwilliamscook
2
450
Have SEOs Ruined the Internet? - User Awareness of SEO in 2025
Avatar for Akash Hashmi akashhashmi
0
130
JAWS-UG のご紹介 - JAWS-UG沖縄 AWS 初心者さん、ようこそ！ in うるま
Avatar for awsj communty program manager - Shigeru Numaguchi awsjcpm
0
110

Featured

See All Featured
Git: the NoSQL Database
Avatar for Brandon Keepers bkeepers
PRO
430
65k
Scaling GitHub
Avatar for Zach Holman holman
460
140k
Site-Speed That Sticks
Avatar for Harry Roberts csswizardry
10
690
Optimizing for Happiness
Avatar for Tom Preston-Werner mojombo
379
70k
Evolution of real-time – Irina Nazarova, EuRuKo, 2024
Avatar for Irina Nazarova irinanazarova
8
820
GraphQLの誤解/rethinking-graphql
Avatar for sonatard sonatard
71
11k
The World Runs on Bad Software
Avatar for Brandon Keepers bkeepers
PRO
69
11k
個人開発の失敗を避けるイケてる考え方 / tips for indie hackers
Avatar for panda_program panda_program
107
19k
Bash Introduction
Avatar for André Augusto Costa Santos 62gerente
613
210k
The Language of Interfaces
Avatar for Des Traynor destraynor
158
25k
XXLCSS - How to scale CSS and keep your sanity
Avatar for Zaharenia Atzitzikaki sugarenia
248
1.3M
GraphQLとの向き合い方2022年版
Avatar for Yosuke Kurami quramy
49
14k

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/