Facebook Instant Form Leads Integration with Zapier
The following steps will allow you to have new Facebook Instant Form submissions automatically sent to Dealer Studio Lead Management System (LMS) with the assistance of Zapier.
Required: You will need a Facebook page with an active Facebook Instant Form (e.g. a paid ad that keeps the customer on Facebook to complete a Facebook instant form) and a Zapier account with Professional plan enabled - required for premium apps like Webhooks).
The Zapier integration consists of adding a Trigger (e.g. New Facebook Instant Form submission) and one Action which sends that data via webhook to Dealer Studio. Here is an overview of the process and access to the template.
Step 1: Create a New Zap in Zapier
Log in to Zapier and ensure you have access to premium apps (requires paid Professional account). Click “Create Zap”.
Step 2: Trigger - Facebook Lead Ads
In the Trigger event, select Facebook Lead Ads.
Select the Trigger event as New Lead. Under the Account section, connect to your Facebook account, select the page and select the active form.
Tip: Test the trigger to pull a sample lead of a previous form submission to have data available to test.
Step 3: Action - Webhooks by Zapier
In the Action event, add the Webhooks tool and select the POST option.
Step 4: Action - Configure Webhook
There are now a series of fields to complete to ensure that data that is received in the form will align with the data in Dealer Studio including lead details, locations, etc. Complete this information below as provided:
- URL: https://dashboard.dealerstudio.com.au/leads
- Payload type: Json
- Data (this is where we will add details of the form submission and link to required Dealer Studio fields) and consists of two cells - one for the data and one for the form submission data
- lead__dealership_slug (find your slug details here under Slug Details: https://docs.dealerstudio.com.au/article/66-settings-dashboard)
- lead__location_id (find your location details here under Slug Details): https://docs.dealerstudio.com.au/article/66-settings-dashboard)
- lead__source:
- lead__name
- Select the Facebook form data for the customer’s details
- lead__phone
- Select the Facebook form data for the customer’s details
- lead__email
- Select the Facebook form data for the customer’s details
- lead__category
- New Vehicle Enquiry
- lead__subcategory:
- lead__message:
- Select the Facebook form data for the customer’s questions here
When completed these details should look similar to this with Dealer Studio fields in left hand cells and Facebook Form and/or Dealer Studio location data in right cells.
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Step 5: Webhook Request Data
Complete the remaining fields within the action to as follows:
- Wrap request in Array: No
- File: leave empty
- Unflatten: Yes
- Basic Auth: leave emtpy
- Headers:
- Content-Type: application/json
- Accept:application/json
Tip: Make sure you test the Zap after you have completed the above steps. If created successfully you will see a green tick on both the Trigger and Event and the lead should then show in Dealer Studio.