Overview and Note:

This is an important note. You will still need to export your information manually and import it into Facebook the first time. The automation tool you choose will help with MAINTAINING and UPDATING contacts from your CRM to Facebook Audiences or other systems you will use for your digital marketing efforts. Always look at saving time where you can and become efficient by using these types of tools!

Step 1:

Decide which automation tool you will want to use. We only cover Zapier in our example but we mention a few others below that we are aware of.-Zapier: www.zapier.com-Piesync: www.piesync.com-If This Then That: www.ifttt.com(Disclaimer: There are many systems out there for automation. These are only a few we know of and make no guarantee and will not be held liable for recommending or member use of any system(s) we cover within any of our modules. Select an automation tool at your own discretion.)

Step 2:

For this example, we are going through Zapier. Go to Zapier.com and create an account. They do have a free account and paid accounts. For now the free version should be good but you may have to go to a paid status as you automate more functions

Step 3:

Name your "Zap" Top left (this is the name they call connecting one system or set of information to another system or set of information.) In this case we could call it as an example Facebook Audience.From here choose an app like your CRM and see if Zapier supports it. (We cannot make any guarantee that any of these automation tools will support your system or CRM. If one doesnt then you may have to select another type of system of resort to manual exporting and importing for this function. Their is more ways to use these automation tools other than importing and exporting from CRM to Facebook so keep that in mind and we will potentially cover how to use these tools for other functions in future Sprints.)

Step 4:

Once you have defined your CRM in Zapier, select it and go to next step which will lead you to "Trigger Event" and in this case we may want to choose when a "new contact" is imported into your CRM, it will move that contact info to Facebook Audiences or another function you may choose.

Step 5:

Now you will want to move on and press "Continue" which will lead you to the next step. It will ask "Do this" which in this case we would choose "Add Email to "Custom Audience". From here it will ask you to log into Facebook. This will then give you the ability to choose which "Custom Audience" you will want updated as new contacts come into your CRM that you choose.

Step 6:

And that's it! You will now seamlessly have your information updated from one system to the next just by using these type of tools...very powerful! Tools like Zapier can also update spreadsheets, google sheets, etc if you are using multiple other databases as backups to your main CRM so keep that in mind. Feel free to start an account and explore the options of what Zapier can do or any of these other tools can do to help automate manual types of processes.

IMPORTANT REMINDER WATCH!

Note: Make sure to keep your database contacts appropriately "Tagged" so they flow to the right "Lists" within your CRM. This way when ever a new contact hits your CRM and a tool like Zapier starts to update other systems like Facebook Audiences, it will transfer the right contact to the right audience.

How to Automatically Import