In this tutorial you will learn how to create an automation with Facebook and Bitrix24. You will get a Contact and a Deal in Bitrix24 from Facebook Lead Ad. Before creating an automation, connect the apps to Albato.
Sign in to Albato. Opent the Automations tab and click the New button.
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 automation will send the data in real-time mode.
Step 5
- Where – Bitrix24;
- Action – New contact;
- Connection – created earlier.
Fields
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 the «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 automation is ready, start it now!
