How to sync Facebook Lead Ads with Fit Pro Tracker
Integrate your Facebook Lead Ads with Fit Pro Tracker to automatically push the new leads into your CRM for automated follow-up and lead nurturing.
You will need the following accounts to complete this setup.
Facebook Ads account
Fit Pro Tracker account (https://fitprotracker.com)
Zapier account. This system is used to tie two or more systems together. It acts as the middle man taking data in and pushing data to other systems. (https://zapier.com) You may use a free Zapier account to set up the integration between Facebook and Fit Pro Tracker.
Facebook Ads Setup
The First step is to create your Facebook Lead Ad Form. The ad must contain a form as this is how we will capture the lead information and Zap it into Fit Pro Tracker to create a new lead contact. Once a potential lead sees an Ad and clicks a button indicating they are interested in your offer, they will be taken to the Facebook form which is generally prefilled, making it easy for people to submit or opt in with their personal information to your Lead Ad.
When creating your Facebook Lead Form, Make sure to include the following fields in the Questions section for collecting data:
First Name
Last Name
Phone Number
Email
Additional documentation at the Facebook site. Create Lead Ads on Facebook
Fit Pro Tracker Integration Setup
Once you are done with creating your Lead Form, you can go into Fit Pro Tracker Integrations to get your account ready to accept Leads from Facebook.
The first step is to go to the Left menu and expand the Location menu, then click Integrations.
Next, you will click the submenu Facebook Lead Ads, which should look like this below.
3. Next step, you will click one of the buttons that says, "Add Facebook Lead Ad".
4. Go through each step and fill in the required and optional fields.
5. Name: Enter a name that you will reference internally to Fit Pro Tracker to identify this lead Ad.
5. Zapier Webhook Url: This will prefill for you, and you will want to "Copy Text" for later and save it to your clipboard as seen below:
6. Lead Source: Select a lead source to associate with this Facebook Lead Ad campaign.
Set optional settings that you want Fit Pro Tracker to perform after a contact opts in.
Select the checkbox for Email if you want to send an email to the contact with additional instructions.
Select the checkbox for Sms if you want to send an Sms to the contact. You can also send an image if you click on the paper clip.
You have the option of sending up to 3 numbers that you want to notify that you received an opt-in. Preferably team members!!!
The text message will look like the following that gets sent to your staff:
New Optin: Facebook Lead Ad / Bob Jones / 5551239876 / [email protected]
🔔 Important!!!! Make sure to Save your settings before moving on! 👍
Zapier Integration
The final step is to link the two systems (Facebook and Fit Pro Tracker) together by Zapier.
Step One, click the big button, "Make a Zap!"
First, you are setting up the Trigger. Choose the Facebook Lead Ad optin.
Trigger
Now in the Search Bar for choosing a Trigger App, type in "Facebook Lead Ad" and select the Facebook Lead Option that comes up.
Next, in the Trigger Event select New Lead. This will be the only option available.
You will next need to Connect a Facebook Business Account which will be authenticated with Facebook. After connecting, make sure to test. If you get a Success status, you can click the button Save + Continue.
Now you will need to select from the dropdown which page your Lead Ad form is associated with that you completed in the first step above. If you have multiple Facebook Pages you will select the correct one.
Next, select the Form you created for your Facebook Lead Ad. You need to do this!!! Click the Continue button.
You will be asked to Test. Once you test, a test lead will be generated. You can click the Lead A and view the data.
Click Continue with Selected Record to continue on to the action step.
Action
The action is what pushes that data that came in from Facebook to Fit Pro Tracker and into your Leads group.
In the search box for Choose an Action App, type in "Webhooks by Zapier" andselect the option.
In the Action Event dropdown, you will want to select the "POST" option.
Click the Continue button.
Once you click Continue, you will be taken to the Configure tab. Go back to your Fit Pro Tracker and under Location>Integrations>Facebook, you will click the edit button on the Facebook Lead integration you set up in your Fit Pro Tracker. You will need to take the URL link from Fit Pro Tracker labeled "Zapier Webhook Url" and paste this into the URL text box in Zapier exactly as it is.
🔔 Important!!!! Payload Type, you will set this option to "JSON" from the dropdown.
You must add data EXACTLY as shown in the image above.
Type in
first_name and click the + symbol in the value set box to the right and find the first_name data field and select it.
Follow the same steps for last_name, email, and phone_number.
You will also need to add form_id and id and add some text in the value set box as there isn’t a value set option for those fields.
You can leave everything else as default.
Finish clicking through and test it!
Name your Zap and set it to publish to begin pushing the leads from Facebook to Fit Pro Tracker.
Remember
The New Lead can be added to a campaign or a tag, you can also send a one-time welcome email or sms to your leads by enabling the option and adding the information needed:
You can also Assign the new lead to a Staff member as well as select 3 Staff numbers to send an SMS Notification after the opt in
TESTING LEAD FORMS
Here is a link to test your Facebook Lead form to ensure your Zapier is properly working.
That is it! Now, go get some leads!!! 😎