How to Integrate Facebook Lead Ads with Meritto through Zapier?

How to Integrate Facebook Lead Ads with Meritto through Zapier?

Overview

Facebook Lead Ad Integration via Zapier enables automated lead creation in Meritto' CRM for real-time registration tracking.

  • Seamless Integration: Connects Facebook Lead Ads with NoPaperForms using Zapier.

  • Automated Lead Creation: Captures and transfers lead data instantly upon form submission.

  • No Manual Effort: Eliminates the need for manual data entry, improving efficiency.

This ensures a smooth and automated lead management process within the CRM.

Step-by-Step Guide to Integrate Facebook Leads Ads with Meritto through Zapier

1. Set Up a Zap in Zapier

  1. Log in to your Zapier account.

  2. Click Create Zap.

  3. Select Facebook Lead Ads as the Trigger and Meritto as the Action.

  1. Choose New Lead as the Trigger under Facebook Lead Ad.

  1. Click Continue.

2. Connect Facebook Lead Ads

  1. Click Sign in to Facebook.

  1. Enter your Facebook credentials and click Continue.

  1. Select the Facebook Page running Lead Ads from the dropdown.

  2. Select the page from the dropdown. The form field is optional and should only be selected if you want to pass leads for a specific form. If you want to integrate all Facebook leads, leave this field blank. 

  1. Click Continue.

  2. Test the connection by selecting Test Trigger. This will fetch sample lead data.

  3. Click Continue with selected records.

InfoYour Facebook Lead Ads are now connected.

3. Connect Meritto

  1. In the Action section, search for and select Meritto.

  2. Click Sign in to Meritto.

  1. A prompt will appear asking for the API Secret Key.

  1. Log in to Meritto CRM, navigate to Settings > Extensions > Zapier Integration, and copy the API Secret Key.

  1. Paste the API Secret Key in Zapier and click Yes, Continue to Meritto.

InfoYour Meritto account is now connected.

  1. Under the ‘Event’ tab, select ‘Create/Update a Lead’ and then click on ‘Continue’.

4. Map Facebook Fields with Meritto Fields

  • Map Facebook fields with Meritto’ fields and click on continue.

5. Test and Activate the Zap

  1. Verify the connection by submitting a test lead by clicking on ‘Test Step’.

  1. Please check your Meritto account in the Lead Manager to verify if a test lead has been created with all the mapped fields. 

  2. Once the lead is generated, you can finalize the integration by clicking on 'Turn on Zap'. Here's how the Confirmation Screen will appear.

InfoYour Zap is now live, and new leads from Facebook Lead Ads will automatically be created in Meritto CRM.

Points to Keep in Mind

  • Ensure that Zapier Integration is enabled in Meritto CRM before setup.

  • Always test your Zap to verify data flow before turning it on.

  • Ensure the correct Facebook permissions are granted for Lead Ads access.

  • Use Zapier logs to troubleshoot any connection issues.

Conclusion

Integrating Facebook Lead Ads with Meritto CRM through Zapier ensures a seamless and automated lead management process. This integration eliminates manual data entry, enabling real-time lead capture and efficient tracking. By following the outlined steps, you can quickly set up automation, ensuring that every lead from Facebook is instantly recorded in Meritto. This not only enhances productivity but also improves response time, ultimately leading to better lead conversion and engagement.


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