Company
Date Published
Author
Will Harris
Word count
910
Language
English
Hacker News points
None

Summary

When it comes to digital advertising, the ad itself is only half the battle; having someone fill out your form from a Facebook Lead Ad is a huge win, but ensuring they make it to your CRM platform is equally important. Zapier's integration allows users to send leads directly to their CRM without manual effort or errors. To set up this automation, users need admin access for the Facebook page and ad account, as well as access to leads, and must be on a paid Zapier plan or in a two-week trial. The process involves creating a form in Facebook Lead Ads, setting up a trigger that connects to the form, and an action that sends the lead information to Salesforce. This automation streamlines the sales process by adding leads automatically, allowing teams to follow up faster and close more deals.