How to set up the connection between CRM and Facebook using Zapier

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What is Zapier?

 

Zapier is a web-based automation tool that connects different online applications and services, allowing them to share data and information with each other. In simple terms, it allows you to create “zaps” or automated tasks that can save you time and effort by automating repetitive actions.

For example, let’s say you want to automatically add new Facebook leads to your CRM. With Zapier, you can create a “zap” that will do this for you automatically. All you need to do is set up the connection between Facebook and your CRM, and then Zapier will take care of the rest.

This can be a huge time-saver, especially if you’re dealing with a lot of data from different sources.

 

Step 1: Create a Zapier account

If you’re looking to connect your CRM with Facebook, one of the easiest ways to do so is by using Zapier. Zapier is a tool that allows you to create connections between different apps and automate tasks. In order to use Zapier, you’ll first need to create an account.

Creating a Zapier account is quick and easy. Simply go to zapier.com and click “Sign Up.” You’ll be prompted to enter your email address and create a password. Once you’ve done that, you’ll be able to access all of Zapier’s features.

One of the great things about Zapier is that it offers a free trial, so you can try out all of its features before deciding whether or not to upgrade to a paid plan. So why not give it a try?

Step 2: find the Facebook CRM integration

The Facebook CRM integration can be a little tricky to set up, but it’s worth it for the benefits it provides. Here’s a step-by-step guide to getting you started:

1. First, you’ll need to create a Zapier account and connect it to your Facebook account.

2. Next, you’ll need to choose which CRM you want to integrate with Facebook. Zapier supports a variety of CRMs, so you should be able to find one that fits your needs.

3. Once you’ve selected a CRM, you’ll need to configure the connection between it and Facebook. This process will vary depending on which CRM you’re using, but Zapier’s documentation should be able to help you out.

Read Also – What is Facebook touch/ touch Facebook and how does it work?

Step 3: connect your Facebook account to Zapier

Now that you’ve set up your CRM, it’s time to connect it to your Facebook account using Zapier. This will allow you to automatically add new leads from Facebook to your CRM.

To connect your Facebook account to Zapier, follow these steps:

1. Go to the Zapier website and sign up for an account.

2. Once you’re logged in, click on the “Make a New Zap” button.

3. Choose “Facebook” as your trigger application and select the “New Lead” trigger event.

4. Connect your Facebook account by clicking on the “Sign in with Facebook” button and entering your credentials.

5. Test the connection by clicking on the “Test & Continue” button.

6. Choose your CRM as the action application and select the “Create/Update Lead” action event.

Step 4: Select the trigger and action you want to automate

Now that you’ve decided what data you want to send from your CRM to Facebook, it’s time to select the trigger and action you want to automate.

There are a few different options for triggers, but the most common is “When a new record is created.” This trigger will send information from your CRM to Facebook every time a new record is added.

As for the action, you’ll want to choose “Create Lead” or “Create Custom Audience.” These actions will take the data from your CRM and create a lead or custom audience in Facebook.

Once you’ve selected your trigger and action, all that’s left is to set up the connection between your CRM and Facebook. Zapier will take care of the rest!

Conclusion:

If you’re using Facebook for your business, chances are you’re also using a CRM to manage your customer relationships. But keeping these two systems in sync can be a time-consuming process. Zapier can help by automatically adding new Facebook contacts to your CRM and vice versa.

Zapier is a web-based automation tool that connects different online applications and lets them share data with each other. Setting up a connection between Facebook and your CRM only takes a few minutes, and after that, Zapier will handle the synchronization for you.

This can save you valuable time that you can use to focus on other aspects of your business. And because Zapier is constantly updated with new features and integrations, you can be sure that your connection will always be up-to-date.

Read Also – 7 Benefits of CRM for Professional Services