Connect Facebook Lead Ads and Perfex CRM to unlock the power of automation
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Set up your first integration
Quickly connect Facebook Lead Ads to Perfex CRM with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Facebook Lead Ads with Perfex CRM - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Lead" from Facebook Lead Ads.
Add your action
An action happens after the trigger—such as "Create Timesheet" in Perfex CRM.
You’re connected!
Zapier seamlessly connects Facebook Lead Ads and Perfex CRM, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- FBLA_copy
- PageRequired
- Form
- Conversions Information
Try ItTriggerInstant- New Customer
Triggers when a new customer is created.
Try ItTriggerPolling - New Invoice
Triggers when a new invoice is created.
Try ItTriggerPolling - New Payment
Triggers when a new payment is created.
Try ItTriggerPolling
- New Contract
Triggers when a new contract created.
Try ItTriggerPolling - New Estimate
Triggers when a new estimate is created.
Try ItTriggerPolling - New Lead
Triggers when a new lead is created.
Try ItTriggerPolling - New Project
Triggers when a new project is created.
Try ItTriggerPolling
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Practical ways you can use Facebook Lead Ads and Perfex CRM
Track new customer inquiries in Perfex CRM.
When a new customer is created in Perfex CRM, Zapier will automatically trigger an action in Facebook Lead Ads to manage corresponding leads or advertising campaigns. This keeps your CRM and lead generation efforts aligned, ensuring no potential customer gets overlooked.
Business OwnerAdd new Facebook leads to Perfex CRM.
When a new lead is created in Facebook Lead Ads, Zapier will automatically add that lead as a new customer in Perfex CRM. This ensures your CRM is always updated in real-time with the latest contact information, helping your team to act quickly and reduce response time.
Marketing & Marketing OpsLearn how to automate Facebook Lead Ads on the Zapier blog
Frequently Asked Questions about Facebook Lead Ads + Perfex CRM integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Facebook Lead Ads and Perfex CRM
How can I connect my Facebook Lead Ads to Perfex CRM?
To connect Facebook Lead Ads with Perfex CRM, you can use our integration platform. Begin by selecting Facebook Lead Ads as your trigger app and choose a specific lead form. Then, select Perfex CRM as your action app and set the desired action, such as creating a new contact or task.
What triggers are available when integrating Facebook Lead Ads with Perfex CRM?
When integrating, you can set triggers based on new leads captured from Facebook Lead Ads forms. Every time a user submits their information via your selected form, an automatic process will initiate in Perfex CRM.
What actions can be performed in Perfex CRM using this integration?
Our integration allows several actions in Perfex CRM, including creating a new contact, updating an existing contact's information, or logging tasks for follow-up on newly captured leads from Facebook Lead Ads.
Is there any delay when transferring leads from Facebook Lead Ads to Perfex CRM?
There might be a slight delay when transferring data due to processing time; however, it is generally swift and efficient, ensuring your leads are updated in Perfex CRM soon after submission from Facebook Lead Ads.
Can I filter which leads are transferred to Perfex CRM?
Yes, you can set up filters during the integration process to ensure only specific leads meeting your defined criteria are transferred from Facebook Lead Ads to Perfex CRM.
How do I manage duplicate entries in Perfex CRM when using this integration?
To manage duplicates effectively, configure your action settings in the integration to check existing records before adding new entries. This helps maintain clean data within Perfex CRM from the incoming Facebook Leads.
Do I need technical skills to set up the integration between Facebook Lead Ads and Perfex CRM?
No technical skills are required for setup. Our platform guides you through each step of the process with straightforward instructions, allowing you to connect both services effortlessly.
