How to connect Revamp CRM + Facebook Offline Conversions
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Popular Revamp CRM + Facebook Offline Conversions workflows
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- Add new Revamp CRM contacts to a Facebook Offline Conversions event set
Add new Revamp CRM contacts to a Facebook Offline Conversions event set
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- Person Matching FilterTriggers when matching people with this criteria.Trigger
- Deal Matching FilterTriggers when matching deals with this criteria.Trigger
- New CustomerTriggers when a new customer is created.Trigger
- New DealTriggers when a new deal is created.Trigger
- New TaskTriggers when a new task is created.Trigger
- Organization Matching FilterTriggers when matching organizations with this criteria.Trigger
- Task Matching FilterTriggers when matching tasks with this criteria.Trigger
- Create PersonCreates a new person.Action
- Revamp CRM
Creates a new Deal.
Scheduled
Action
- Revamp CRM
Creates a new note.
Scheduled
Action
- Revamp CRM
Creates a new organization.
Scheduled
Action
- Revamp CRM
Creates a new Task.
Scheduled
Action
- Revamp CRM
Finds an existing Person.
Scheduled
Action
- Revamp CRM
Find an existing Deal.
Scheduled
Action
- Revamp CRM
Finds an existing Organization.
Scheduled
Action
- Facebook Offline Conversions
Sends events from your customer systems (PoS, CRM, email service provider, etc) to connect Facebook campaigns to offline activity and business impact.
Scheduled
Action
How Revamp CRM + Facebook Offline Conversions Integrations Work
- Step 1: Authenticate Revamp CRM and Facebook Offline Conversions.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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