Facebook makes signing up for information easy for people and more valuable for businesses. The Facebook app is useful for marketers who want to automate actions on their leads in Shape.
What You’ll Need:
- A Facebook Account
- A Zapier Account: http://zapier.com
- “Facebook” Marketing Source(s) Created in Shape: https://secure.setshape.com/marketing-sources
Setting Up Facebook Triggers
Login to Zapier and create a new Zap. The “Action” will be a Facebook trigger depending on your needs/preferences. We will use “Facebook Lead Ads” as the example as this is the most common Facebook app connected with Shape Software.
- Make a Zap by pressing “Make a Zap” in the upper left hand corner.
- Search for “Facebook” and select the option you’re looking to connect. Each Facebook app has slightly different options when connecting to Shape, but the concept is the same for all.
- For the “Trigger Event” sometimes there are multiple options depending on the app. For this app, the only option is “New Lead” select “New Lead” and press “Continue.”
- Select the Lead Ads account to connect and press “Continue” once selected.
- Select the page in which you are looking to connect.
- Next, select the Facebook Ad form you wish to connect and press “Continue”
- Next, test the trigger to find data to pull into Shape as a sample.
- Once you’ve successfully pulled a lead, press “Continue.” to go to the next step. You’ll need this information to map into Shape.
Setting Up the Shape Action
- After setting up the Catch Hook for Facebook, you’ll then “Choose an action.” You’ll choose “Webhooks by Zapier.” and select “POST.”
- Add an “Action” after completing the trigger catch hook.
- Search and select “Webhooks by Zapier”
- Select “POST” method and press “Continue”
Create a Posting URL in Shape
The post method requires a posting URL (outlined in screenshot above) you can find and create these posting URLs in the “Marketing Sources” settings page within your CRM. Keep “Form” as the payload type.
- Go to Settings>Marketing Sources
Get here by clicking on “Settings” in the gradient navigation bar and navigating to “Marketing Sources” on the left hand sidebar, or clicking the link below. If creating a new source, only the top 4 fields are required (outlined in red on the screenshot). The “Source” name is the campaign name. The posting URL will appear at the bottom of the page after pressing “Save & Continue.” Marketing Sources: https://secure.setshape.com/marketing-sources
- After adding the posting URL and Form payload, you will begin to start mapping Facebook information to Shape fields in the data mapping area
In the “Data” section, add Shape field mappings on the left hand side, these can be found in “Marketing Sources” in the same area where you can find the posting URL. It’s important to use the field name exactly as it appears. On the right, select Facebook data that will populate the Shape field.
- The left hand side is where you will copy/paste Shape’s field names to direct the field mapping. On the right is where you can see what Facebook has available to send to Shape.
It is recommended to click on the Facebook options first and then match the information to the corresponding Shape field on the left. Press the “+” button to add more field mappings. When finished, send a test into Shape to ensure that the Facebook leads are adding to your Shape system. Finally, turn the Zap ON.