Note: The Zap examples and templates covered in this article support Individual Records only. The Zapier integration can't create Sales Records.
AMS+ has lead forms that you can put on your website. When someone visits your site and fills out the form, we’ll automatically create a record with the lead’s contact info for someone at your agency to follow-up.
If you’re using third-party lead forms and Zapier, you can send leads from those apps to AMS+ too. In this article, you’ll learn how to connect AMS+ third-party lead apps (Facebook as an example) using Zapier.
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Video recorded on March 17, 2022
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With this kind of a Zap, you will create a new Individual Record in AMS+ whenever a new lead is created in a third-party lead form.
Let’s use the app Facebook Lead Ads as an example. Please note, you will need to turn on additional permissions in your Facebook Lead Ads account depending on your version of Zapier's Facebook Lead Ads app. Learn more.
Step 1: Trigger
App: Facebook Lead Ads
Event: New Lead
When a new lead is created in Facebook Lead Ads, the Zap will trigger. After connecting to your Facebook account, you’ll need to select the Page and Form leads will come from. For more information on connecting with Facebook Lead Ads, visit their app profile in Zapier.
Note: When adding this step, you'll need to run a successful test before you can turn on the Zap. For this test, you will need a live lead in your Facebook Lead Ads account. If you don't have a live lead, you can use the Facebook Lead Ads testing tool to create sample leads. Learn more.
Optional Step: Action
App: Formatter by Zapier
In AMS+, the first and last names for Individual Records are stored in separate fields. However, Facebook Lead Ads may store the first and last names together in a single form field.
If you want to populate both the first and last names in new Individual Records, you’ll need to split the names coming over from Facebook Lead Ads.
To do this, add an action for Zapier’s Formatter immediately after Step 1 (see above) in your Zap. You’ll need to set up the action to split the text of the corresponding name form field in Facebook Lead Ads.
Then, in Step 2 (see below), you can map those names to the first and last name fields on Individual Records. More detailed instructions.
Step 2: Action
Event: Create Individual
When triggered, the Zap will create a new Individual Record in AMS+. During setup, you will be required to send a First and Last Name, however, you can specify additional data you want to populate in new Individuals.
Instead of making one from scratch, you can get started right away with our pre-built Zap templates and build off of them. These are sample use cases.
Please note, when you open a template link, you’ll be sent to Zapier. If you’re logged in to Zapier, you’ll see the template. You will still need to review the Zap trigger and actions and map the data fields.
We have templates for the following apps: