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Question

Can't zap leads from facebook to Salesforce CRM

  • 3 March 2022
  • 3 replies
  • 39 views
F

Hi,

 

I followed a video tutorial here on the zapier website in which is explainet to connect facebook and salesforce with zapier for automate the transfer of leads. In the video is shown the process as a very easy and simple process. But, aftert loggin with facebook and salesforce, zapier says that for this transfer I have to enter in advanced mode and seem i have to fill every data and info manually, why? I have to resolve this as soon as possible.

As Salesforce object I select “Account” . Can someone give me some help???

 

Francesco

1 Attachment

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @Francesco Di Carlo 

Try using the Zap Editor instead of the Zap Wizard.

You can find your existing Zaps or create new Zaps here: https://zapier.com/app/zaps

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
F

Hi @Troy Tessalone 

Thank you for your answer. Yes, I’m using zap editor because seems the only way to use zapier. But why i can’t use the wizard? In for something related to Salesforce CRM?

 

Francesco

Troy Tessalone
Userlevel 7
Badge +14

@Francesco Di Carlo 

This is what was indicated in your provided screenshot:

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor

Reply


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