Upgrade to Pro — share decks privately, control downloads, hide ads and more …

Using Zapier to automate and direct Meta lead f...

Avatar for Jordan Munton Jordan Munton
April 24, 2024
Marketing & SEO
300
1

Using Zapier to automate and direct Meta lead form data

Avatar for Jordan Munton

Jordan Munton

April 24, 2024

Other Decks in Marketing & SEO

See All in Marketing & SEO
The Winning Global AI Search Strategy Playbook
Avatar for Aleyda Solis aleyda
0
350
Winning Ecommerce Organic Search in an AI Era: What are the shifts, and what works in 2026?
Avatar for Aleyda Solis aleyda
5
1.1k
The Death of a PPC Purist - Hero Conf UK - April 2026 - Chris Ridley
Avatar for Chris Ridley c_j_ridley
0
140
Stop Guessing, Start Testing - An SEO Experimentation Workshop (SEO Latvia Workshop #4)
Avatar for Ryan Jones ryanatseotesting
2
140
How to Achieve SERP Dominance in China
Avatar for Owain Lloyd-Williams owainlw
0
230
Unlocking the Potential of Vector Embeddings
Avatar for Athens SEO athenseo
PRO
0
120
The UX-SEO Connection: A Modern Framework for Conversion Auditing
Avatar for Zach Chahalis zjchahalis
0
340
AI Search: Where are we so far and how to win in the current landscape
Avatar for Aleyda Solis aleyda
2
650
The SEO roadmap is dead. The future of search is decided in real time.
Avatar for Valentine Jahan valentinejahan
0
420
From Rankings to Recommendations: Closing the Measurement Chasm
Avatar for Jonathan Moore nathanless
PRO
0
240
Jori Ford - Beyond Googlebot: Evidence-Based Retrieval Experiments with AI Crawlers
Avatar for Tech SEO Connect techseoconnect
PRO
0
110
HubSpotフォーム 設定ガイド（要件定義〜効果分析）（2026年5月最新）
Avatar for Soma somanishioka
0
260

Featured

See All Featured
How Software Deployment tools have changed in the past 20 years
Avatar for Geshan Manandhar geshan
0
34k
The Language of Interfaces
Avatar for Des Traynor destraynor
162
27k
Color Theory Basics | Prateek | Gurzu
Avatar for Gurzu gurzu
0
380
Pawsitive SEO: Lessons from My Dog (and Many Mistakes) on Thriving as a Consultant in the Age of AI
Avatar for David Carrasco davidcarrasco
0
180
We Are The Robots
Avatar for Honza Javorek honzajavorek
0
270
The Pragmatic Product Professional
Avatar for Laura Van Doore lauravandoore
37
7.4k
Sharpening the Axe: The Primacy of Toolmaking
Avatar for Bryan Cantrill bcantrill
46
2.9k
WENDY [Excerpt]
Avatar for Tessa Abrams tessaabrams
11
38k
End of SEO as We Know It (SMX Advanced Version)
Avatar for Michael King ipullrank
3
4.3k
The State of eCommerce SEO: How to Win in Today's Products SERPs - #SEOweek
Avatar for Aleyda Solis aleyda
2
11k
世界の人気アプリ100個を分析して見えたペイウォール設計の心得
Avatar for Akihiro Kokubo akihiro_kokubo
PRO
72
40k
Deep Space Network (abreviated)
Avatar for Tony Rice tonyrice
0
220

Transcript

  1. Jordan Munton linkedin.com/in/jordan-munton/

  2. What Meta lead forms are

  3. What Meta lead forms are What Zapier is

  4. What Meta lead forms are What Zapier is How to

    setup Meta trigger

  5. What Meta lead forms are What Zapier is How to

    setup Meta trigger Examples of setting up an action
  6. None

  7. Meta Lead Ads

  8. Meta Lead Ads • Meta forms keep users on the

    platform

  9. Meta Lead Ads • Meta forms keep users on the

    platform • Website tracking is not required

  10. Meta Lead Ads • Meta forms keep users on the

    platform • Website tracking is not required • Parts of the form are pre-populated

  11. Meta Lead Ads • Meta forms keep users on the

    platform • Website tracking is not required • Parts of the form are pre-populated • Lead data can be downloaded via ads manager and business suite
  12. None
  13. None

  14. Meta Lead Ads

  15. Meta Lead Ads • Time consuming to download

  16. Meta Lead Ads • Time consuming to download • Has

    the potential to cause GDPR issues

  17. Meta Lead Ads • Time consuming to download • Has

    the potential to cause GDPR issues • Human errors can occur easily

  18. Meta Lead Ads • Time consuming to download • Has

    the potential to cause GDPR issues • Human errors can occur easily • Giving Access to the right people isn’t always straight forward
  19. None
  20. None

  21. Zapier

  22. Zapier • Zapier has access to over 6,000 apps

  23. Zapier • Zapier has access to over 6,000 apps •

    Automates repetitive tasks

  24. Zapier • Zapier has access to over 6,000 apps •

    Automates repetitive tasks • Avoids coding or relying on developers to build the integration

  25. Zapier • Zapier has access to over 6,000 apps •

    Automates repetitive tasks • Avoids coding or relying on developers to build the integration • Reduces data handling and improves response times

  26. Zapier

  27. Zapier 1

  28. Zapier 1 2

  29. Zapier 1 2 3

  30. Determining what will trigger the zaps

  31. Zapier Basics

  32. Zapier Basics

  33. Zapier Basics

  34. Zapier Basics

  35. Zapier Basics

  36. Zapier Basics

  37. Zapier Basics

  38. Zapier Basics

  39. Zapier Basics

  40. Zapier Basics

  41. What we want Zapier to do when a Facebook lead

    is recieved

  42. Whatsapp automation

  43. Example

  44. Example

  45. Example

  46. Example

  47. Example

  48. Example

  49. Example

  50. Example

  51. Email by Zapier

  52. None
  53. None
  54. None
  55. None

  56. DOB reformat for Mailchimp Birthday

  57. Example

  58. Example

  59. Example

  60. Example

  61. Example

  62. None
  63. None

  64. Lead from Meta

  65. Lead from Meta Message sent to sales team

  66. Lead from Meta Message sent to sales team Welcome email

    sent to user

  67. Lead from Meta Message sent to sales team Welcome email

    sent to user Lead added to Salesforce

  68. Lead from Meta Message sent to sales team Welcome email

    sent to user Lead added to Salesforce Date of birth reformatted

  69. Lead from Meta Message sent to sales team Welcome email

    sent to user Lead added to Salesforce Date of birth reformatted Email subscriber added

  70. linkedin.com/in/jordan-munton/