Zapier Workflows and Facebook
If you use Facebook Lead Generation ads, then you need to become familiar with Zapier, as it will make your data keeping much easier.
Zapier is a collection of tools that allows you to automate workflows between applications. For example you could have the weather forecast for each day sent to you in a text message, or even have it appear as a blog post on your website.
I currently have a lead generation ad running on Facebook. When someone fills out the form, Facebook then sends it to my Page (don.teague.training) and I have to go download it. This is how Facebook is (as of this blog post) set up to send you the information.
With Zapier, though, I have the ability to do much more. When I get a new lead via a FB Lead Ad, the following happens.
- The person is subscribed to my newsletter at aweber.
- Their name and email address is added to my CRM. I also add tags in there to track where they came from.
- I then have a text message sent to me.
- I also have it emailed to me.
- (Planned) Export the data into a Google Docs, Google Sheets, or other online file service.
All of this happens the moment the lead fills in their information. I do not have to go to my Facebook page and check the page to see if anyone is there, or look in the ad manager to see if the number has gone up from the last time.
How does all of this happen? Let’s take a look.
- I use the FB Lead Ads Zap to get leads as they come in. This Zap is considered an ‘instant’ app, meaning that the data will be seen by Zapier as soon as Facebook gets it.
- I take the name and email address from that lead and use the aweber zap to create a new subscriber in my pre-selected list. You can choose any list in your aweber account.
- I send the name and email address to my CRM. This CRM let’s me put in some additional tracking information via the Zapier module, so I tack on some info so I know where it came from.
- Zapier has a Text Message Zap available for use. I use it to have a text message sent to me giving me the important info.
- I use the email Zap to have all of the information sent to me. Just tell Zapier which email to send it to, and away it goes. I get to define what data goes into the email.
The planned step hasn’t been configured at the time of this blog post. However, I could have the data then sent to any service I wanted to. I could sent the information to a file in Dropbox, or append to a note in Evernote. All of the data would be there, for me to retrieve easily.
As you can see Zapier has the potential to make your technology life much easier and more automated. Give it a try today!