Zapier: Facebook Lead Ads

Easily get leads from your Facebook lead ads into MyStudio.

 

 

Table of contents

 

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Permissions and accessibility

Staff access:

• Admin: Full access
• Manager: No access
• Staff: No access

MyStudio plan restrictions:

• Not available for starter or legacy basic plans

 

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Third party pricing

You will need to pay for a Zapier Pro account and will be charged per zap according to their pricing. See Zapier’s pricing page here: Workflow automation plans.

 

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Key points for Zapier

• The trigger is where leads enter
• The action is where leads are going
• To get less than 300 leads per day into MyStudio, you will need a catch hook trigger with a webhook action.
• To get more than 300 leads per day into MyStudio, you will need a retrieve poll trigger with a webhook action.
• Since this scenario requires webhooks, Zapier requires you to be on their premium/pro plan.

 

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What do I need to transfer leads from MyStudio into Facebook?

In order to transfer your leads from a platform into MyStudio, you will need:

• Mystudio’s growth or scale plan. 
  • This process gathers info from the integrations > Zapier section in MyStudio.
• A premium Zapier account. 
  • This process involves using webhooks in Zapier which is one of their premium features.
• A Facebook account

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Before continuing with setting up any Zapier integrations, please ensure your lead source list and program interest list is fully set up. To do this:

1. Go into your MyStudio V1 account.
2. Go to all customers > leads.
3. Go into the “settings” subsection.
4. Fill out all main possible lead sources.
5. Fill out all program interests. Program interests should match your program titles exactly.

 

Here is a picture of the section to look for in MyStudio:

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What are the main components of a Zapier integration?

Zapier uses “zaps” as connections between platforms. A zap consists of two components:

• Trigger: where the leads are coming from. In order to send leads from MyStudio, we use Zapier’s “webhook” option. If we were to send leads from a platform into MyStudio, the trigger would be that original platform.
• Action: where the leads are going. In order to send leads from MyStudio to another platform, you would select the other platform as the action. If we were sending leads from a platform into MyStudio, we use Zapier’s “webhook” option.

 

Other definitions to note:

When using the webhook as a trigger, you will come across two main trigger event options:

• Catch hook: this is selected when there will be less than 300 leads per day entering the system. This is an instant transfer.
• Retrieve poll: this is selected when there will be more than 300 leads per day entering the system. This takes some buffering time depending on how many leads there are.

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Can I use Zapier’s free account?

Transferring leads in or out of MyStudio requires Zapier’s “webhook” connection. This, in addition to the Facebook lead ads connection, is a premium feature in Zapier, so you will be required to have Zapier’s Pro account. You will also be priced per zap according to Zapier’s pricing tiers. Please see Zapier’s pricing page for more details: Zapier Plans and Pricing.

 

 

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Full steps to send leads from MyStudio to Facebook using Zapier

Step 1: Create a new zap in Zapier

• Create an account or login to Zapier.
• Click the orange “create” button from the menu on the left.
• Select “zaps.”

Step 2: Set up the trigger (Facebook lead ads)

• Select Facebook lead ads as the trigger. A trigger is where the leads are coming from.
• Fill out the steps on the right.
  • Setup 
    • Trigger event: New lead
    • Login to your Facebook account
  • Configure: select the business Facebook page and the lead form you created in your Facebook account.
  • Test: Facebook will generate a test lead to ensure the connection is working. Select the lead sample and continue.

Step 3: Set up the action (where leads are going to - MyStudio)

• Click “action” from the main zap setup. The action tells Zapier where the leads are going to.
• Select “webhook” as the action option.
• Fill out the steps to the right:
  • Setup action event: select “post” for the action event.
  • Configure: you will need to fill out the following fields:
    • URL: this is found in your MyStudio V1 account in the integrations section.
    • Form type: choose JSON
    • Data: Click “add value” and enter the following different values. The first value is the data info, and the second value is the connection to the proper field in the lead form. These field titles must match exactly, including capitalization and spacing.
      • "Buyer_first_name": choose the field from your lead form that matches buyer first name. Such as “John.”
      • "Buyer_last_name": choose the field from your lead form that matches buyer last name. Such as "Smith”
      • "Email": choose the field from your lead form that matches the lead email. Such as "jsmith@gmail.com"
      • "Phone": choose the field from your lead form that matches the lead phone number. Such as "123789458"
      • "Source": choose the field from your lead form that matches the lead source.
      • "Program_interest": choose the field from your lead form that matches the program interest. 

 

• • • Headers: located at the bottom
      • Title: enter “ZAPHEADERAPIKEY”
      • Header value: located in your MyStudio account > integrations > zapier integrations.

• • Test: test the account connection.

Step 4: Turn on zap

• Name and turn on the zap.

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What do I select as the trigger when setting up Zapier to send leads to MyStudio from Facebook ads?

A trigger is where the leads are coming from. In this scenario, select Facebook lead ads as the trigger, then fill out the following configuration steps on the right:

• Setup 
  • Trigger event: New lead
  • Login to your Facebook account
• Configure: select the business Facebook page connected to the lead form and the specific lead form you created in your Facebook account.
• Test: Facebook will generate a test lead to ensure the connection is working. Select the lead sample and continue.

 

 

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What do I select as the action when setting up Zapier to send leads to MyStudio?

The action when getting leads into MyStudio is “webhook.” You will then need to fill out the following details:

1. Setup action event: select “post” for the action event.
2. Configure: you will need to fill out the following fields:

1. 1. URL:  this is found in your MyStudio V1 account in the integrations section.
   2. Form type: choose JSON
   3. Data: Click “add value” and enter the different values. The first value is the data info title, and the second value is the connection to the proper field in the lead form. These field titles must match exactly, including capitalization and spacing.
   4. Headers: located at the bottom
      1. Title: enter “ZAPHEADERAPIKEY”
      2. Header value: located in your MyStudio account > integrations > zapier integrations.

 

Here are picture examples of what this will look like:

 

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What data values do I have to enter when setting up Zapier to send leads to MyStudio?

The following data point values must be added in the configuration stage, and titles have to be added exactly as listed here:

1. "Buyer_first_name": choose the field from your lead form that matches buyer first name. Such as “John.”
2. "Buyer_last_name": choose the field from your lead form that matches buyer last name. Such as "Smith”
3. "Email": choose the field from your lead form that matches the lead email. Such as "jsmith@gmail.com"
4. "Phone": choose the field from your lead form that matches the lead phone number. Such as "123789458"
5. "Source": choose the field from your lead form that matches the lead source. 
6. "Program_interest": choose the field from your lead form that matches the program interest. 

 

 

Here is an image of what this looks like:

 

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Where do I find the configure URL for setting up Zapier to send leads to MyStudio?

The URL value can be found in your MyStudio V1 account:

• Go to integrations. This will default to the Zapier integrations page.
• The URL value will be found in the “get leads from other platforms” section, labeled as “Zapier action URL.”

 

 

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Where do I find the header value for setting up Zapier to send leads to MyStudio?

The header value can be found in your MyStudio V1 account:

• Go to integrations. This will default to the Zapier integrations page.
• The header value will be found in the “get leads from other platforms” section, labeled as “ZapHeaderAPIKey.”

 

 

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Not able to connect Facebook account to Zapier

Ensure you have sufficient permissions to connect your Facebook account to Zapier and that you selected specifically Facebook Lead Ads as the trigger. 

• For more info on permissions required: What permissions do I need to use Facebook lead ads with Zapier?
• For more info on using Facebook lead ads with Zapier: Do more with Facebook Lead Ads (for Business admins) integrations

 

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Can I send out other information besides leads?

No, currently MyStudio only supports Zapier connections sending leads and lead information in and out of MyStudio.

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