Facebook Lead Ad Integration via Zapier

← Integrations

Use when integrating S2L for a client that uses Facebook Lead Ads.

This guide assumes the following:

You have a Facebook Ad Lead's Account

Your Facebook Lead Ad account has a form and that form collects phone number information (at minimum)

Your form has collected at least one lead (fake or real, doesn't matter)

You have a Zapier account (at least Basic plan)

You have a Speak2Leads account

Step-by-step guide

Begin by logging in to your Zapier Account

  1. Click on the S2L Zapier Invite Key link and accept the invitation.
    1. You will now have access to the Speak2Leads app in the Zapier App Directory
  2. Click "Make a Zap!"
    1. There are at minimum 2 parts to every Zap: A "Trigger" and and "Action"
  3. Choose the Facebook Lead Ads app for your Trigger App.
    1. You can search for it in the search bar
  4. Select the appropriate Trigger (New Lead)
    1. You don't have a choice, they only have one option
  5. Click "Save + Continue"
  6.  Connect your Facebook Account
    1. Make sure you connect the correct Facebook account (the one mananging your Lead Ads)
    2. If it already connected to your Zapier account, make sure it is selected
    3. Click Test to ensure proper integration
      1. If it is properly integrated, the "Test" button will turn into a green "Success"
  7.  Click "Save + Continue"
  8. In the first field, select the appropriate page that manages the form
  9. In the second field, select the appropriate form that you want to integrate with S2L
  10.  Click "Save + Continue"
  11. Click "Connect and Continue"
    1. This step tests the connection between the specfic form and Zapier
    2. This step also collects the sample data (the last form submission) that will be used to send to S2Lfor testing
  12. Wait while Zapier looks for the lead and tests the integration
  13. If you followed all the steps and there has been at least 1 form submission prior to creating the zap, the test should be successful
    1. If not, check your work or contact customersuccess@speak2leads.com
  14.  Click "view your lead"
  15. Review the information Zapier collected and make sure it is correct
    1. In the example video, we collected the phone number, state, city, name, and email information from the lead.
      1. These are just some of the example data types you can send to S2L to announce
  16.  Click "Continue"
  17. You have completed the Trigger part of the Zap. You are now ready to create an "Action" that occurs every time a new FB Lead Ad form is submitted (for that form).
  18.  Select "Speak2Leads Beta" for the Action App
    1. You can search "Speak2Leads" in the search bar to find it
  19. Select the appropriate Action (Create Call)
    1. You don't have a choice, they only have one option
  20. Click "Save + Continue"
  21. Now you need to connect your S2L account
    1. If you have already connected a S2L account to your Zapier account, you can select it from the list
    2. If not, click 'Connect a New Account"
  22.  In the pop up window, enter your S2L username in the first field and your S2L password in the second field (API Key)
    1. This is is the same info as your Client Login info
    2. If you have lost or forgotten this info, contact customersupport@speak2leads.com
  23. Click "Yes, continue"
  24. Click "Test" to test the account integration
    1. If you are working with more than 1 S2L account, it may behoove you to change the name from "Speak2Leads Beta Account #X" to something more meaningful to you. Do this by clicking the pencil icon to the right of the account name
  25. Once the test is complete and successful, cick "Save +Continue"
  26. At this page you want to map the information you collected from your FB form to our Speak2Lead fields.
  27. At minimum, you need to provide a phone number and tell us your account ID
  28. At the "Lead Phone Number" field click the button to the right of the field. A dropdown menu should appear
    1. This menu shows you all the info you collected from the form that is available for you to map
  29. Select the appropriate Phone number example data
  30. In the "Account ID field" type your account ID
    1. ex: GEN_870 or EDU_123
  31. If you want Speak2Leads to announce any other lead information, you can map that as well
    1. In the example video, I set it up just to announce the "Lead Name"
    2. IMPORTANT: Make sure you have already discussed with Speak2Leads what fields you want to announce so that the IVR is properly configured. Otherwise, S2L may not announce the info selected.
  32. Once you have selected and mapped the your desired lead data, click "Continue"
  33. This page shows you the example data you are sending to S2L for a test
    1. In the video, you can see I am sending the required phone number and Account ID information as well as the name of the lead
  34. Click "Create and Continue" and Zapier will try to send a test call
  35. If you followed all the steps and your account has already been properly configured, the test should be successful, meaning an inquiry was sent to S2L
    1. If not, check your work or contact customersuccess@speak2leads.com
    2. This does not necessarily mean a call was successfully generated
  36. Click "view your call"
  37. Examine the message
    1. If the message says: "inquiry received" the test was successful and a call will be generated
    2. Otherwise, contact customersuccess@speak2leads.com
  38. Click "Finish"
  39. Name your Zap
  40. Turn it on
  41. Congratulations, you have made a Facebook Lead Ad to Speak2Leads zap! Good job on a successful integration.
  42. Notify customersucess@speak2leads.com about your accomplishment,
    1. We like to keep an eye out and monitor the activity of the account, just to make sure everything is going smoothly