Step-by-Step Guide: Integrating Meta Lead Ads with Referrizer using Zapier

This guide provides detailed instructions on how to set up a one-time Zapier integration to automatically send new leads from your Meta (Facebook) Lead Ads directly into Referrizer. This process ensures that every new lead is accurately tracked and ready for immediate follow-up.

Prerequisites

Before you begin, ensure you have the following:

• A Zapier account.
• A Meta (Facebook) ad account with an active Lead Ad campaign and a published lead form. Your Facebook profile must have
• A Referrizer account with API key access.

Step 1: Connect Facebook Lead Ads to Zapier

1. Log in to your Zapier dashboard and click
2. For the
3. Choose
4. If this is your first time, Zapier will prompt you to connect your Facebook account. Be sure to use a profile that has the necessary Admin permissions.

Step 2: Select the Page and Lead Form

1. In the trigger setup, choose the Facebook Page that is running your lead ad campaign.
2. Next, select the specific
3. Click
4. Important:

Step 3: Add Referrizer as the Action

1. Click the
2. Search for and select
3. If this is your first time using Referrizer, you will need to connect your account. Zapier will ask for an
4. To find your API key, log in to your Referrizer account, navigate to
5. Once connected, choose the

Step 4: Map the Lead Fields

This is where you link the data from your Facebook lead form to the corresponding fields in Referrizer.

• Basic Contact Info:
• First Name
• Last Name
• Email
• Phone Number
• Referrizer-Specific Fields:
• Type:
• Label:
• Create a visit:
• Referral:

Step 5: UTM Field Mapping for Attribution

This step leverages the naming convention you've established to ensure proper campaign attribution.

• UTM Source:
• UTM Medium:
• UTM Term:
• UTM Campaign:

This dynamic mapping ensures that every new lead created in Referrizer contains crucial attribution details, showing exactly which campaign, ad set, and ad it came from.

Step 6: Test the Zap and Verify

1. Click
2. After a successful test message, log in to your Referrizer account and navigate to the
3. Find the contact corresponding to your test lead.
4. Verify:

Step 7: Turn the Zap On

1. Give your Zap a clear name (e.g.,
2. Toggle the Zap to

Your integration is now live! Every new lead from the connected Facebook form will automatically be pushed into Referrizer in real-time.

(Optional) Step 8: Enable Quick Connect

To ensure immediate follow-up, you can enable Quick Connect for your new leads.

1. In your Referrizer account, navigate to
2. Under "Lead Sources," check the box next to
3. You can customize the call script that plays when a new lead comes in.
4. Save your settings.

Quick Connect will now automatically call your team the moment a new lead is generated via Zapier, allowing for an instant connection with the prospect.

Best Practices & Tips

• One Zap Per Form:
• Always Test: