Workflow Trigger: Facebook Lead Form Submitted

Prerequisites:

• Your Facebook account must be connected in the settings > Integration tab. 

• Ensure that your account has been granted access to the Facebook Lead Forms.

• In Settings > Integrations > Facebook Form Fields Mapping, verify that the lead forms are correctly mapped and that the status is set to

Note: If the fields are not mapped, leads will not be added to the workflow.

1. Workflow Trigger: Facebook Lead Form Submitted

2. To begin, click on marketing.

3. After, click on "Workflows."

4. Click on "Create Workflow."

5. Click on "Start from Scratch."

6. Next, click here to add a new trigger.

7. Use the search field to find your desired trigger.

8. Click on "Facebook lead form submitted."

9. Change the trigger name if needed.

10. This filter will be automatically added.

11. Under 'Page is', select a page from the list.

• Press + Add filters to bring up the Filters option.

  • The In Form filter lets you specify which Facebook Lead Form will activate this trigger

  • You can also filter by Custom Fields to only allow contacts that have custom fields applied to them to be added to this workflow

  • Without any filters, in its default form, this workflow will trigger any time any contact submits and Facebook lead form

12. After selecting a page, choose a form from the list.

13. Next up, click on "Save Trigger."

14. Facebook lead form is successfully added.

15. Once you're done creating your workflow, save and publish it.

• If your Workflow is ready to be enabled, make sure the toggle switch under Save is set to Publish

• Be sure to test your Workflow to make sure it is set up correctly using the Test Workflow button next to the Publish toggle switch. 

  • For an in-depth overview of Workflow Testing see our article, “Using the Testing Features in Workflows”