How to Auto-Create and Update Infusionsoft Contacts Using Facebook Lead Ads

Keeping your CRM system accurate, updated, and automated is crucial in modern digital marketing efforts. Integrating Facebook Lead Ads with Infusionsoft ensures that contacts collected through Facebook are promptly added to your CRM, tagged appropriately, and ready for personalized follow-up.

How Does the Integration Benefit Your Business?

Facebook Lead Ads are a powerful tool allowing businesses to generate leads directly within Facebook. However, manually transferring these leads can be tedious and error-prone. Automating the transfer into Infusionsoft brings several clear benefits:

• Real-time Updates: Immediately create and update contacts for instant engagement.
• Increased Productivity: Automate manual processes to free up valuable time.
• Enhanced Accuracy: Eliminate human error in contact entry and record keeping.

Step-by-Step Guide to Integrating Facebook Lead Ads with Infusionsoft

Step 1: Select Your Automation Tool

Choose an automation platform such as Zapier, Integromat (Make), or LeadsBridge to connect Facebook Lead Ads with Infusionsoft easily.

Step 2: Connect Your Accounts

In your automation tool, authorize both your Facebook Lead Ads account and Infusionsoft CRM. Ensure proper permissions and security settings.

Step 3: Set Up the Automation Workflow

Define the trigger event (new Facebook Lead submission) and the action event (creating/updating a contact in Infusionsoft). Clearly map the form fields and the relevant Infusionsoft contact fields.

Step 4: Test and Launch

Run a test submission through Facebook Lead Ads to verify data transfer integrity. Once satisfied with the results, enable the integration.

Best Practices for Integration

• Regularly test your integrations to ensure they're performing consistently.
• Implement proper tagging for segmentation and follow-up automation.
• Ensure GDPR compliance and proper data privacy standards.

Final Thoughts

Automating the flow of new contacts from Facebook Lead Ads to Infusionsoft CRM saves time, improves lead responsiveness, and significantly boosts your CRM’s effectiveness. Start integrating today and streamline your marketing efforts to drive better conversions.