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You can easily automate the transfer of new leads from Facebook Ads to JeffreyAI using Zapier. Follow these steps to set up the integration:

  1. Create a Zap in Zapier: Start by creating a new Zap in your Zapier account.

  2. Set Up the Trigger:

    • Choose Facebook Lead Ads as the trigger app.
    • Select the trigger event, such as New Lead.
    • Connect your Facebook account to Zapier and choose the Facebook page associated with your lead ads.
    • Select the lead form from your Facebook ad campaign that will capture new leads, then click Continue.
  3. Configure the Action:

    • Select JeffreyAI as the action app and choose an action event, such as Create Contact.
    • Map the fields from Facebook (like name and contact information) to the corresponding fields in JeffreyAI.
    • Specify the group where new lead contacts should be added in JeffreyAI.
  4. Set Up Notifications:

    • Add an email notification action to receive alerts whenever a new lead is added to JeffreyAI.
    • Configure the notification with details like the lead’s name and contact number to be sent to your email.
  5. Test and Activate the Zap:

    • Run a test to ensure the Zap is functioning correctly by sending a sample lead through the workflow.
    • After a successful test, publish the Zap. Go back to your Zapier dashboard to confirm the Zap is active.
  6. Monitor and Adjust: Keep an eye on the Zap to ensure leads are being transferred accurately to JeffreyAI. Make any adjustments as needed to optimise your workflow.

By setting up this Zap, you can streamline lead management by automatically adding new Facebook leads to JeffreyAI, enhancing your follow-up process and efficiency.

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