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Facebook Conversions + Method CRM

Share updates from Method CRM as funnel events to Facebook Conversions

Get Facebook leads that are more likely to turn into customers. Once active, this Zap logs sends new events from Method CRM as funnel events to Facebook conversions. Facebook then uses the information to show your ads to the right people.

Get Facebook leads that are more likely to turn into customers. Once active, this Zap logs sends new events from Method CRM as funnel events to Facebook conversions. Facebook then uses the information to show your ads to the right people.

  1. When this happens...
    Method CRMMethod CRM
    New Activity

    Triggers when a new activity is added.

    TriggerScheduled
  2. automatically do this!
    Facebook ConversionsFacebook Conversions
    Send Funnel Event

    Publish lead updates from your funnel.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Method CRM triggers, actions, and search

    New Activity

    Triggers when a new activity is added.

    Trigger
    Scheduled
    Try It
  • Method CRM triggers, actions, and search

    New Customer or Customer Lead (QuickBooks Only)

    Triggers when a new customer or customer lead is added.

    Trigger
    Scheduled
    Try It
    • Start DateRequired

    • Due Date

    • Comments

    • Opportunity Record ID

    • Contact RecordID

    • StatusRequired

    • TypeRequired

    • Assigned ToRequired

    • Custom Fields

    Action
    Write
  • Method CRM triggers, actions, and search

    New Customer/Vendor or Customer/Vendor Lead (Xero Only)

    Triggers when a new customer/vendor or customer/vendor lead is added.

    Trigger
    Scheduled
    Try It
    • First NameRequired

    • Last Name

    • Entity Full NameRequired

    • Email

    • Phone

    • Custom Fields

    Action
    Write
facebook-conversions logo
facebook-conversions logo

About Facebook Conversions

Facebook’s Conversions lets you send information about important customer events to Facebook Server-Side API directly from your website’s server, CRM or other customer information databases. This information is useful to create powerful ads that yield better conversions.
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Related categories

  • Ads & Conversion
method-crm logo

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