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Workflow Trigger: Facebook Lead Form Submitted

Effortlessly automate your follow-ups and lead nurturing using the Facebook Lead Form Submitted workflow trigger. This guide will help you connect your Facebook lead generation campaigns with your CRM workflows in Stack, ensuring that no lead goes unnoticed. Whether you're launching new campaigns or managing leads across various pages, this automation is your go-to tool.

Table of Contents​

What is the Facebook Lead Form Submitted Workflow Trigger?​

The Facebook Lead Form Submitted trigger activates a workflow whenever a lead submits a form through your connected Facebook Page’s Lead Ad. These forms, known as "instant forms," are native to Facebook and eliminate the need for a separate landing page. Once a user submits a form, their information is automatically sent to Stack, allowing you to create automations for follow-ups, tagging, opportunity management, and more. This tool is invaluable for marketers using Facebook for lead generation, as it automates the import of lead data and triggers workflows in real-time.

Key Benefits​

  • Direct Integration with CRM Automations: Seamlessly funnel leads into your workflows without needing a landing page or manual data exports.
  • Real-Time Automation: Instantly add users to your CRM as soon as they submit a form.
  • Targeted Actions with Filters: Use built-in filters to trigger actions only for specific pages and forms.
  • Enhanced Team Efficiency: Automatically assign contacts, notify team members, and organize leads into pipelines.
  • Personalized Engagement: Follow up with customized emails, tags, or pipeline stages based on the lead’s form source.

Configuring the Workflow Trigger​

To set up this trigger, ensure your Facebook account and Lead Forms are integrated and mapped with Stack. Follow these steps to configure the trigger in your workflow:

  1. Add the Trigger to Your Workflow
    Navigate to Automation > Workflows. Create a new workflow or edit an existing one. In the workflow builder, click + Add New Trigger.

  2. Choose the Trigger Type
    From the list of available triggers, scroll to the Events section and select Facebook Lead Form Submitted. Look for the green clipboard icon.

  3. Name Your Trigger
    Enter a descriptive name in the Workflow Trigger Name field. This helps you easily identify the trigger later.
    Example: Facebook Lead Form Submitted (Weight Loss Campaign)

  4. Apply Filters to Target the Right Audience
    After naming the trigger, add filters to ensure only leads from the correct Facebook Page and Form activate the workflow.

    • Page Is: Select the Facebook Page running the campaign. Only connected pages will appear here.
    • Form Is: After choosing a Page, select the specific Lead Form associated with it.

  5. Save and Build the Workflow
    Once your trigger and filters are set, click Save Trigger and start building your workflow logic. Test your workflow to ensure everything functions as expected, then Publish to activate it.

Once your Facebook Lead Form Submitted trigger is configured, consider these best practices to enhance lead management and response times:

  • Create/Update Opportunity: Automatically route new leads into your sales pipeline.
  • Assign to User: Ensure each lead is promptly assigned to a team member for quick follow-up.
  • Send Email: Deliver personalized thank-you or welcome emails to engage leads immediately.
  • Internal Notification: Alert your team in real-time whenever a new lead enters the system.

These actions help you respond swiftly and build stronger engagement with leads from your Facebook campaigns.

Frequently Asked Questions​

Q: What happens if I don’t use any filters in the trigger setup?
A: Without filters, the workflow will trigger for any Lead Form submitted across all connected Facebook Pages. To avoid undesired workflows, it's best to use filters like "Page Is" and "Form Is."

Q: Do I need to map Facebook Lead Form fields before setting this up?
A: Yes, ensure your lead form fields (e.g., name, email, phone) are mapped to Stack contact fields under Settings > Integrations > Facebook Form Fields Mapping. Proper mapping is essential for syncing lead data correctly.

Q: Why don’t I see my Facebook Pages or Forms in the dropdown?
A: This typically occurs if the Facebook integration isn't complete. Confirm your Facebook Page is connected under Settings > Integrations > Facebook, and that the correct permissions are granted.

Q: Can I trigger a workflow from multiple Facebook forms in the same trigger?
A: No, the trigger supports one form per filter setup. You can clone the trigger within the same workflow with different filters or set up separate workflows for each form.

Q: What actions can I automate after a form is submitted?
A: Common actions include sending confirmation emails, assigning leads to users, tagging contacts, creating opportunities in pipelines, and sending internal team notifications. You can stack as many steps as needed.