Facebook Lead Ads + PhoneBurner + Wise Agent CRM Integrations
How to connect Facebook Lead Ads + PhoneBurner + Wise Agent CRM
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Do even more with Facebook Lead Ads + PhoneBurner + Wise Agent CRM
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Facebook Lead Ads, PhoneBurner, and Wise Agent CRM. And don’t forget that you can add more apps and actions to create complex workflows.
PageRequired
Don't see your Page listed? Access your Business account's Settings to confirm the connected account has correct 'Manage Page' permissions and re-connect your account. See help docs for more info.
Form
If your sample in the next step doesn't include custom form fields, try selecting a specific form in the field above or following these steps to create a new test lead.
Try ItFolderRequired
Please specify a folder from your PhoneBurner account. This is where your contacts will be created.
First Name
Last Name
Email Address
Work Number
Home Phone
Mobile Phone
Other Phone
Address
Apt / Suite
City
State
Zip
Notes
Tags
Tags are used to create a label on the contacts which help you to easily locate groups of contacts. Tags can be any combination of words, letters and numbers.
Lead ID
Use this field to map a unique record ID for each contact into the PhoneBurner system. This MUST be unique for each record and typically would be a "Record" ID that is used to identify this record in the CRM this record may have come from.
Lead Source ID
Enter the Lead Source ID that you would like attributed to new leads that flow through this Zap. To learn more about this option you can watch this video on YouTube:
See YouTube
External CRM ID
Use this field to push the Record ID from your external CRM into PhoneBurner. This is used primarily for special Integration options with CRM's like Salesforce or Hubspot
First Name
The lead's first name. If the source has a "full name" field instead of a first and last name, put the full name here.
Last Name
Email Address
Home Phone
Cell Phone
Business Phone
Fax Number
Company
Address
Suite Number
City
State
Zip Code
Source
Note where the lead came from. Example: "Contact us - mywebsite.com".
Website
Categories
Add which categories you would like your lead to be in Example: leads.
Folder
The PhoneBurner folder to watch
Try ItPhoneBurner Contact IDRequired
This is the unique id for the contact in PhoneBurner that you want to update
Folder
Please specify a folder from your PhoneBurner account. This is where your contacts will be created.
Last Name
First Name
Email Address
Work Number
Home Phone
Mobile Phone
Other Phone
Address
Apt / Suite
City
State
Zip
Notes
Tags
Tags are used to create a label on the contacts which help you to easily locate groups of contacts. Tags can be any combination of words, letters and numbers.
Lead ID
Use this field to map a unique record ID for each contact into the PhoneBurner system. This MUST be unique for each record and typically would be a "Record" ID that is used to identify this record in the CRM this record may have come from.
External CRM ID
Use this field to set an External CRM ID on the record in PhoneBurner. Typically this is only used with specific integrations like Salesforce or Hubspot
Transfer Record To
This field allows you to transfer the record from one user to another with PhoneBurner. This should only be used when you are building integration for your team and you must be very careful to enter the correct PhoneBurner ID for the user. This is a Unique ID and is not their log-in ID.
Mark as New
Use this option to set the contact as new when the record is updated in PhoneBurner. 1 = Viewed (removing the "New" record or unviewed flag in the PhoneBurner system.) 0 = Not Viewed (which means the record will have the "new" flag within the PhoneBurner system.)
Rating
use this option to set the contacts Star rating in PhoneBurner
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How Facebook Lead Ads + PhoneBurner + Wise Agent CRM Integrations Work
- Step 1: Authenticate Facebook Lead Ads, PhoneBurner, and Wise Agent CRM.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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