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How to Automatically Create Leads or Jobs in Movermate from Facebook Lead Ads Using Zapier

By connecting Facebook Lead Ads to Movermate through Zapier, you can automatically send new Facebook enquiries to your Movermate CRM as leads or jobs. This helps reduce manual data entry and ensures every enquiry is captured quickly.

Prerequisites

  • An active Facebook Business Page

  • A Facebook Lead Ad with a completed lead form

  • A Zapier account

  • A Movermate CRM account with the required integration plan enabled

  • A Movermate API Token

  • Facebook Page Admin or Lead Access permissions



Generate Your Movermate API Token

  1. Log In to MoverMate: Sign in to your CRM account.

  2. Access Integration Settings: Navigate to Settings → Apps Integration.

  3. Connect Zapier: Turn on the Zapier toggle to connect Zapier and generate your API token.

  4. Copy and Secure: Copy the token and store it safely for later use in Zapier.



Set Up Facebook Lead Ads as the Trigger

  1. Create a New Zap: Log in to Zapier and click Create Zap.


  2. Search for and select Facebook Lead Ads as the trigger app.

  3. Select New Lead as the trigger event.

  4. Connect your Facebook account to Zapier when prompted.

  5. Select the relevant Facebook Page.


  6. Select the Lead Ad form you want to connect.

  7. Test the trigger to confirm that Zapier can retrieve a recent Facebook lead.


A recent test lead must be available in the selected Facebook Lead Ad form.


Configure the Movermate Action

  1. Click the + button to add an action step.

  2. Search for and select Movermate.


  3. Choose the required action event:

    • Create Lead to add the Facebook enquiry as a new lead

    • Create Job to add the enquiry directly as a job

  4. Connect your Movermate account.

  5. Paste your Movermate API Token when prompted.

  6. Test the connection to confirm that the authentication is successful.


Map Facebook Lead Fields to Movermate

Map the information collected through your Facebook Lead Ad to the relevant Movermate fields.

For example:

Facebook Lead Field

Movermate Field

Full Name

Customer Name

Email

Email

Phone Number

Phone

Pickup Address

Pickup Address

Drop Off Address

Drop Off Address

Preferred Moving Date

Moving Date

Job Description

Notes or Description

If Facebook provides the customer’s full name in one field, use Zapier Formatter to separate it into first name and last name if required.

You can also add fixed values for fields such as:

  • Lead Source: Facebook

  • Lead Status: New

  • Branch

  • Job Type

  • Assigned Salesperson



Test the Workflow

  1. Send a test lead through your Facebook Lead Ad.

  2. Return to Zapier and test the Movermate action.

  3. Log in to Movermate and confirm that the lead or job has been created.

  4. Check that the customer details, contact information, addresses and other mapped fields are correct.

  5. Confirm that no duplicate lead or job has been created.


Activate Your Zap

Once testing is complete:

  1. Review the complete Zap.

  2. Confirm that the correct Facebook Page and Lead Ad form are selected.

  3. Confirm that the fields are mapped correctly.

  4. Turn on the Zap.

New Facebook leads will now be automatically sent to Movermate.



Important Notes

  • Ensure the Facebook Lead Ad form collects all required customer information.

  • The Facebook account connected to Zapier must have access to the relevant Page and lead forms.

  • If a new form is created on Facebook, it may need to be selected again in Zapier.

  • If leads are not appearing, check the Facebook Page permissions and Lead Access settings.

  • Avoid creating multiple Zaps for the same Facebook form, as this may create duplicate records in Movermate.

  • If you want Facebook leads to be reviewed before becoming jobs, select Create Lead instead of Create Job.


Note: Handling Date and Timezone Settings

Whenever you encounter such a date:

  1. Click on Edit Zap

  2. Go to Zap Details

  3. Navigate to the Time Zone section

  4. From the dropdown, select a date/time where:

    • GMT = 00

    • Daylight Saving is NOT applied

This ensures the correct time configuration and avoids timezone-related issues.

For any inquiries, please reach out to the Movermate Product Experts at [email protected].We're here to help!

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