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Automate Lead Management with Facebook Ads

Streamline your lead management by integrating Facebook Ads with Salesforce via Zapier. Automatically update CRM records, schedule follow-up tasks, and generate insightful reports to optimize your marketing strategy.

When a New Lead Form Submitted
Solution
1. Capture Lead in Facebook

Trigger when a lead form is submitted.

Trigger Zapier
Solution
2. Activate Zap

Zapier initiates the workflow.

Search for Existing Lead
Solution
3. Check Lead in CRM

Find if the lead already exists in Salesforce.

Update or Create a New Lead Entry
Solution
4. Sync Lead Data

Add or update lead details in Salesforce.

Create a Follow-Up Task
Solution
5. Schedule Follow-Up

Automate follow-up task creation.

Post Data to Analytics Tool
Solution
6. Log Conversion Data

Store lead data for analysis.

Generate Reports
Solution
7. Create Performance Reports

Generate ongoing campaign reports.

Send Summary Email to Marketing Team
Solution
8. Email Weekly Summary

Send weekly campaign summaries.

Notify Sales Team via Slack
Solution
9. Alert Sales Team

Inform sales team about new leads.

- Repeat -

Automation Benefits

Reap the Benefits

Discover how this automation can transform your lead management process.

Reduce Manual Errors

Automate data entry to minimize human errors in CRM updates.

Save Time

Eliminate repetitive tasks, freeing up time for strategic planning.

Increase Efficiency

Streamline workflows for faster lead processing and response.

Boost Productivity

Enable your team to focus on high-impact tasks with automation.

Gain Valuable Insights

Leverage data analytics for better marketing decisions.

Improve Lead Conversion

Enhance lead follow-up and nurturing processes for higher conversions.

Features

Key Features of Automation

Explore the essential features that make this automation a game-changer for your business.

  • 1
    Real-Time Lead Sync

    Automatically sync new leads from Facebook Ads to Salesforce for instant updates.

  • 2
    Automated Follow-Ups

    Schedule follow-up tasks in Salesforce without manual input, ensuring timely engagement.

  • 3
    Insightful Reporting

    Generate detailed reports to track campaign performance and make data-driven decisions.

Feature

Outcomes

Achieve Exceptional Outcomes

Implementing this automation leads to remarkable business improvements.

95%
Improved Lead Accuracy
70%
Time Saved on Manual Entries
50%
Enhanced Campaign ROI

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FAQ

Frequently Asked Questions

Answers to common questions about automating lead management with Facebook Ads and Salesforce.

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Pricing Plans

Our pricing plans

Choose a plan that is suitable for your needs.

One-Time
One-time Fee

Pay once for build out.

  • Custom project build (template / blueprint)

  • You choose platform (n8n, Zapier or Make)

  • Follows your requirements

  • Integrates with your systems

  • Paid after build maintenance

  • No recurring charges monthly

Build Fee + Maintenance Fee
from 300$/month

Pay for build + lower recurring maintenance fee.

  • Custom project build

  • We choose best platform

  • Follows your requirements

  • Integrates with your systems

  • Maintenance, priority email / Slack support

  • Monthly recurring charges, 3+ months contract

Recurring
from $600/month

Use our pre-built solution with no changes.

  • Existing solution access (no source code)

  • No platform selection

  • Integrates as described / documented

  • Integrates with specific systems and software

  • Maintenance, priority email / Slack support

  • Monthly recurring, 3+ months contract required