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Frequently Asked Questions about Facebook Lead Ads + Salesforce integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Facebook Lead Ads and Salesforce
How do you set up the initial connection between Facebook Lead Ads and Salesforce?
To set up the initial connection between Facebook Lead Ads and Salesforce, begin by logging into both your Facebook and Salesforce accounts. Within our platform, authorize access to both apps. This process involves selecting your Facebook Ad account and confirming the permissions required by our system to pull lead data from Facebook. Similarly, provide permission for us to create or update records in Salesforce.
What triggers can be used when integrating Facebook Lead Ads with Salesforce?
When integrating Facebook Lead Ads with Salesforce, common triggers include receiving a new lead on your Facebook ad. Our system detects this trigger and automatically initiates actions like creating or updating a lead record in Salesforce based on the information obtained from the ad.
Can I filter which leads are sent from Facebook Lead Ads to Salesforce?
Yes, you can filter leads using specific criteria before they are sent from Facebook Lead Ads to Salesforce. In our integration settings, define conditions such as location, interests, or responses to ensure only relevant leads are synced.
What actions can be performed in Salesforce once a lead is captured from Facebook Lead Ads?
Once a lead is captured from Facebook Lead Ads, various actions can be triggered in Salesforce such as creating a new contact or case, updating existing records, or adding tasks for follow-up. You can customize these actions according to your business process requirements within our integration framework.
How often does data sync occur between Facebook Lead Ads and Salesforce?
Data sync between Facebook Lead Ads and Salesforce generally occurs in real-time as soon as a new lead is generated on your ad. However, exact timings might vary slightly depending on server loads and configurations within our system.
What should I do if there’s an error in syncing data between the two platforms?
If there's an error in data syncing between Facebook Lead Ads and Salesforce, first check the permissions granted to both applications within our platform. Ensure there are no network connectivity issues or updates required for either platform's API access. Consult our help center if problems persist.
Does the integration support custom fields when syncing data?
Yes, our integration supports custom fields during data sync. Map these fields accordingly within the setup process so that any unique information captured via Facebook forms is accurately transferred to corresponding fields in your Salesforce account.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.