Create conversion events in RD Station for new leads from Facebook Lead Ads

Create conversion events in RD Station for new leads from Facebook Lead Ads
Facebook
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2021-08-11
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3 min read
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Let’s look at creating a «Facebook-RD Station» bundle. After running it, when filling out the lead form, the new lead will be passed to RD Station, creating a new conversion event in RD Station. You can also set up a similar link with other services, the configuration will be similar.

Before creating bundles, connect the services to Albato:

In the top menu open «My Bundles» tab and click «Create a bundle» button. Select Facebook as the data source service and «Ad Lead» event to trigger the bundle. Then specify your Facebook connection, as well as page and form to send the leads from.

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Now select the bundle operation mode:

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Next set up the service to receive the data. In our example we have RD Station. Select «Create conversion event» as an action and specify your RD Station account.

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Now we proceed to filling in the bundle fields. In “Name” field we select «First name» value from Facebook drop-down list. We also select phone number and email from the drop-down Facebook list. Fill in any field you need.

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You can fill in the «Conversion event name» field by hand, if the event name is always static, or, for example, put the «Campaign name» parameter there, so that the event name corresponds to the name of the advertising company:

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Examples of filled in fields:

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The Email field is required, it is by email that the check will be performed for the presence of a contact with the same email. Automatically, either a new contact will be created and a conversion event will be added to it, or an event will be added to the current account.

After filling in the required fields, click the «Continue» button at the bottom of the page.

Such a link works for one specific form, you will need to create each link for each Facebook lead form, or use the trigger on webhooks, in this case, you can create one link per page. You can read more about setting up this trigger here.

Done! The bundle is created, don’t forget to run it:

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Now, after filling out the lead form, all leads will be transferred to RD Station automatically.


Facebook
RD Station
CRM