Sending Facebook orders to Bitrix24

Sending Facebook orders to Bitrix24
Facebook
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2021-12-09
·
3 min. read
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In this tutorial you will learn how to create a bundle of Facebook and Bitrix24. As a result of the bundle, you will get Contact and Deal in Bitrix24 from Facebook Ad lead. Before creating the bundle, connect the services to Albato.

Connecting Facebook to Albato

Connecting Bitrix24 to Albato 

Click «My bundles» and «Create a bundle» buttons:

Step 1

Fill in the fields:

  • From – Facebook;
  • Event – Ad lead;
  • Connection – created earlier;
  • Page and Form – to send the data from.

Step 2

The bundle will send the data in real-time mode.

Step 5

  • Where – Bitrix24;
  • Action – New contact;
  • Connection – created earlier.

Now we fill in the fields of the Contact card in Bitrix24:

  • Name — First name parameter from Facebook Ad lead (Step 1);

  • Last name — put a dash as Facebook doesn’t have this parameter;
  • Phone number — parameter from Facebook list.

Example of completed fields:

The next step is to set up the Duplicate Search.

Select «Do not create a new record if a duplicate is found», and the value «Phone». In case of a match with the phone number, the last one will be attached as a new deal to the existing contact, instead of creating a new contact.

In addition to the contact, we will create a Deal.

To do it, click on «+»  and «Action» buttons:

Fill in the fields:

  • Where – Bitrix24;
  • Action – New deal;
  • Connection –created earlier.

Then click «select» button and continue to fill in the fields:

  • Name – type in «FB Deal» and add the parameter from Facebook Ad lead (Step 1);

  • Contact ID — select the Contact ID parameter from Bitrix24 (Step 2)

  • Stage and Deal category  — select from the drop-down list:

The last step is to set up duplicate deals processing. For the reason that we receive only new orders, we will create a new deal for the contact every time.

Select «Do not check for duplicates, always create a record» and click the «Save» button.

Our bundle is ready, you can start it now!


Facebook
Bitrix24