How do I use Zapier to link to Custom CRM and send the lead feedback data back to Meta?

Hi ​@Bidwan,

Welcome to the Community.

To connect your custom CRM with Meta via Zapier for automated lead feedback data transfer, check if Zapier natively supports your CRM. You'll likely need to use webhooks or API connections if it isn't listed. Then, create a Zap by selecting your CRM as the trigger app and choosing an event like a new lead or status update to initiate automation. Follow the prompts to link your CRM account and test the trigger to confirm data retrieval. Next, add an action step to send data to Meta. If Meta lacks direct integration, you may need a webhook or a third-party tool for communication. Configure the action by mapping CRM fields to Meta's required format and testing the transfer for accuracy. Finally, test the workflow to verify data flow between systems, make adjustments if needed, and activate the Zap to streamline lead feedback automation.

If you encounter any issues during setup or need further assistance, please provide more details, and we'll be happy to help.

Hi there, ​@Bidwan 👋

Just came across this and wanted to check in—did Jammer’s reply help to point you in the right direction?

Let us know if you’re still stuck at all, want to make sure you’re all set! 🙂

Hello 

Ive been tasked with linking a lead provider with a crm

The lead company wants a zapier web hook and the crm provided a API Key

Can you help with that?

Hi ​@Darren Davis,

I'd happily help you connect your lead provider to your CRM using Zapier. Start by creating a new Zap and selecting "Webhooks by Zapier" with the "Catch Hook" trigger. Copy the provided webhook URL and give it to your lead provider. Once test data is received, set up the CRM action (like "Create Lead"), connect your CRM using its API key, and map the fields accordingly. Test the action, and if it works, turn on your Zap. If you need help with specific apps, just let us know.

Thanks sooo much. I have not completed this as of yet but I’m waiting for the lead company to copy the zap. I feel like I’m on the right track though. I’ll probably know something right after the holidays. Again. Thank you

Hey! Yes, this is possible with Zapier using Meta's Conversions API or Lead Feedback API.

You can set up a Zap to trigger from your custom CRM when lead feedback is ready, and then send that data to Meta for better optimization and tracking.

Let me know what kind of feedback you're sending (e.g. lead qualified, purchased, etc.) — happy to help you set it up!