HD CRM: Facebook Lead Ads & LionDesk CRM Integration | Push new Facebook leads to LionDesk CRM - видео
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Don’t have an Automate.io account? Create your free account here — https://automate.io/app/signup *Collecting your Facebook leads to your LionDesk CRM should not be a time-taking task with automation in place. Take the help of Automate.io to get you started with that right away.
Automate.io is a simple tool that connects your favorite web apps and automates your tedious manual work so you can spend your time working on things that matter to you.To begin, visit the template page above, click on this use case box and then the Get Started button.You will see the ‘Add Accounts’ screen. Here you will connect your LionDesk CRM & Facebook Lead Ads accounts to Automate.io. Now, let’s enter our account credentials. We always keep your data secure with bank-level encryption. Alright! Our apps are connected.
Now, let’s build this automation, also called a Bot.First, let’s focus on Facebook Lead Ads. It is our trigger app, which starts our Bot. This Bot triggers every time there is a new lead in your Facebook lead ad form. Now, let’s move to LionDesk CRM. It’s the action app that performs our desired action. In this case, we want to add a contact in LionDesk CRM for every new lead in your Facebook lead ad form. You can, however, save your Facebook lead as a lead instead of LionDesk CRM. While on that topic, there are a lot more actions here that can come in handy for other use cases. So, make sure to check them out.Now, it’s time for mapping. These fields here are from your lead ad form. So, those same form fields appear here.We’ve now set up our bot. Click Next. And test it out. Now, come back to your Automate.io dashboard. Alright, it looks good. Let’s check our LionDesk CRM account. There you go! Your bot will now run in the background and do all the work for you. You don’t have to manually do it anymore.And remember, we’re available 24x5 on our in-app chat or email us at firstname.lastname@example.org.
Use this template — https://automate.io/bots/push-new-facebook-leads-l... Interested in automating even more Facebook Lead Ads & LionDesk CRM use-cases quickly? Check this page — https://automate.io/integration/facebook-lead-ads/...