How to | Automatically Import Facebook (Meta) Leads

1. Using Zapier:

Some schools use Zapier to build automated workflows between different applications.

If you're familiar with Zapier, you can set up a Zap to send lead data to GB Members by using our call WebApi with the following details:

• Head to Zapier and create a new Zap.
• Choose "Facebook Ads" as your trigger app and select the desired trigger event based on your needs (e.g., New Lead).
• Connect your Facebook Ads account.

• Add a step to Format by Zapier, Event is Text, Transform Split Text, select the Input, Separator, and Segment (This step allows the full name to get separated)

           

• Add another step to Format by Zapier for the last name. 

• Now add a step for a Webhook by Zapier, and select the Event as "POST"
• In the action field enter the URL: https://lead-integration:integration2021@manage.gbmembers.net/app/kapps/gbmembers/webApis/new-lead?timeout=10
• Map the data fields from your Facebook Ads trigger to the corresponding fields in the POST body using Zapier's mapping interface. The expected format is JSON, as shown in the "Sending Data" section.

• The text in the "Data" boxes needs to be entered exactly as it is displayed below, i.e. firstName, phone, pageName, etc. If you do not match the formatting 100%, the lead information cannot be transferred to your GB Members software.

*In the field for "space", replace "schoolname", with your school slug aka; the first part of your GB Members URL: arcadia.gbmembers.net. "arcadia" would be typed in, replacing "schoolname".

 

• Test your Zap and refine the mapping if needed.
• Turn on your Zap to automatically send lead data from Facebook Ads to GB Members using the webhook.

To know if your test was successful, you will see this message: 

Available Data field for the JSON: 

{
"space": "easttoronto,
"pageName": "page_name",
"adultKids": "adults_kids",
"interestIn": "interested_in",
"firstName": "first_name",
"lastName": "last_name",
"email": "email",
"phone": "primary_phone",
"moreInformation": "more_information",
"source": "facebook"
}

Additional Notes:

• Replace the placeholder values in the JSON (e.g., school_slug) with the actual data.
  • i.e. "school_slug" with the actual school's slug (e.g., "franklin").
  • If you only have the lead's full name, use that for both firstName and lastName, first_name.

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2. Without Zapier & Server Side Processing:

If you're not using Zapier, you can still send lead data directly using your preferred method by making a POST request to the same URL. This method requires some technical knowledge and familiarity with making POST requests.

• URL: https://manage.gbmembers.net/app/kapps/gbmembers/webApis/new-lead?timeout=10
• Method: POST
• Enter the Basic Authorization header value: 
  • Authorization: Basic bGVhZC1pbnRlZ3JhdGlvbjppbnRlZ3JhdGlvbjIwMjE=
• USERNAME=lead-integration
• PASSWORD=integration2021

*Depending on the language you are using, you have to determine how to format the below JSON POST. 

Sending Data: JSON POSTCODE 

• Replace the placeholder values in the JSON (e.g., school_slug) with the actual data.
  • i.e. "school_slug" with the actual school's slug (e.g., "franklin").
  • If you only have the lead's full name, use that for both firstName and lastName, first_name.

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3. Using Make.com

Use the details from above when filling out the automation steps.

The setup runs every 60 minutes, grabs the leads from the Facebook Form, and sends them to the GB Members CRM. Limitations are that you can't make pushes instantaneously and need to point to the FORM you're using on Meta. If you create and use a different form, Make.com won't pick it up like Zapier. 

 

 

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