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Facebook Lead Ads + Redtail CRM

Create opportunities in Redtail CRM for new leads from Facebook Lead Ads

Make the most of your Facebook Lead Ads with this convenient workflow. When a new lead comes in via Facebook Lead Ads, it immediately creates an opportunity in Redtail CRM, ensuring you never miss a chance to connect with potential customers. This seamless integration keeps your sales pipeline updated in real-time, saving time and enhancing productivity.

When this happens...
New LeadTriggers when a new lead is created.
TriggerInstant
automatically do this!
Create OpportunityCreates a new opportunity in your database.
ActionWrite

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More things you can do with Facebook Lead Ads and Redtail CRM

Discover other triggers and actions you can use with Facebook Lead Ads and Redtail CRM

- FBLA_copy
- Page
  Required
- Form
- Conversions Information
Trigger
Instant
Try It
Activity Created
Triggers when a new activity is created in your database.
Trigger
Instant
Try It
Activity Updated
Triggers when an activity is updated in your database.
Trigger
Instant
Try It
Contact Deleted
Triggers when a new contact is deleted in your database.
Trigger
Instant
Try It
- Linked To
Trigger
Polling
Try It

Opportunity Deleted
Triggers when an opportunity is deleted in your database.
Trigger
Instant
Try It
Workflow Step Completed
Triggers when a Workflow Step is completed in your database .
Trigger
Instant
Try It

- Subject
  Required
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Write
- Name
  Required
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- ID
  Required
- First Name
- Last Name
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
Action
Write
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
- Contact ID
- Users
Action
Search
- Search Instructions
- Search Start Date
  Required
- Search End Date
  Required
- Subject
  Required
- Contact ID
- Users
- Start Date
  Required
- End Date
  Required
- All Day
  Required
- Activity Type
- Activity Category
- Location
- Description
- Email Address
- Priority
- Importance
Action
Search or write

- Development_notice_help
- Conversions_api_help
- Business Account
  Required
- Dataset
  Required
- Time of Customer Event
- Stage in Sales Process
  Required
- CRM You Use
  Required
- Customer_info_help
- Facebook Lead ID
- Customer Email
- Customer Phone Number
- Facebook Click ID
- Custom_data_help
- Value
- Currency
- Content ID
- Content Name
- Content Category
- Additional Data
- Test Event Code
Action
Write
Activity Deleted
Triggers when an activity is deleted in your database.
Trigger
Instant
Try It
Contact Created
Triggers when a new contact is created in your database.
Trigger
Instant
Try It
Contact Updated
Triggers when an existing contact is updated in your database.
Trigger
Instant
Try It
Opportunity Created
Triggers when a new opportunity is created in your database.
Trigger
Instant
Try It
Opportunity Updated
Triggers when an opportunity is updated in your database.
Trigger
Instant
Try It
Workflow Step Task Completed
Triggers when a Workflow Step Task is completed in your database.
Trigger
Instant
Try It
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Write
- ID
  Required
- Subject
- Description
- Activity Type
- Activity Category
- Start Date
- End Date
- All Day
- Location
- Priority
- Importance
Action
Write
- ID
  Required
- Name
- Description
- Assigned To
- Stage
- Email Address
- Projected Revenue
- Actual Revenue
- Probability
- Amount
- Close Date
- Opportunity Type
Action
Write
- Search Instructions
- Name
- Email
- Phone Number
Action
Search
- Search Instructions
- Name
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Contact Status
- Contact Category
- Contact Source
- Keywords
- Salutation
- Date of Birth
- Referred By
- Servicing Advisor
- Writing Advisor
- Job Title
- Gender
- Client Since
- Date of Birth Reminder
- Tax ID
- Marital Status
- Anniversary
- Email Address
- Email Type
- Phone Number
- Phone Type
- Country Code
- Street Address
- Secondary Address
- City
- State
- Country
- Zip Code
- Address Type
Action
Search or write

About Facebook Lead Ads

Facebook lead ads make signing up for business information easy for people and more valuable for businesses. The Facebook lead ad app is useful for marketers who want to automate actions on their leads.

Learn moreLearn moreHelpHelp

Related categories

Ads & Conversion

Facebook

Premium

Similar apps

KickoffLabs

Forms & Surveys

Unbounce

Forms & Surveys

Google Forms (Legacy)

Forms & Surveys, Google

About Redtail CRM

Redtail CRM is cost-effective, easy to use, cloud based solution for today’s financial professional. Packed with powerful features for activity management, office automation, and more.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Related Zap Templates

Add new Facebook Lead Ad leads to Redtail CRM

Add new Facebook Lead Ad leads to Redtail CRM

Create new Redtail CRM contacts from new Facebook Lead Ads leads