Hi,
I currently use a Zap to push Facebook leads to Zoho CRM. This is working fine. Based on the lead quality and progress, I manually change the status of the lead in Facebook from ‘Raw’ to “In Progress”, “Interested” or “Won”. I am looking to automate this.
Option 1 : Creating a field in Zoho like “Status in Facebook” and auto update it to one of the 5-6 stages in Facebook based on the lead status in Zoho CRM and then push this update to Facebook ( there should be a way to identify the corresponding lead in Facebook - may be some lead ID)
Option 2 : Skip the field creation in Zoho and directly manipulate the FB lead based on the stage in Zoho
In both the above option, I should trigger an update on FB lead from the lead in Zoho. I tried to create a Zap for it but not very should about the Lead ID and right Facebook action to pick.
Appreciate any help.