This recipe automates the process of managing leads from Facebook in Recruit CRM. When a new lead is generated on Facebook, the recipe searches for the contact in Recruit CRM. If the contact is found, it is updated; if not, a new contact is created in Recruit CRM. This helps eliminate manual data entry.
Apps that are required to be connected for the recipe
1. Facebook Leads Ad
2. Recruit CRM
🔗 How to connect your Facebook app in Workflow Automation
1. 1. Navigate to Admin Settings >>> Workflow Automation & Integrations.
2. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.
3. Use the search bar to search for the Facebook Leads Ad app and connect it by following the instructions and setting the necessary permissions.
Once the app is successfully connected, you will see a message titled 'Connection Established'.
When the required app is connected, you can select the connected account inside the related steps of the recipe.
🔗 How to connect your Recruit CRM app in Workflow Automation
1. Navigate to Admin Settings >>> Workflow Automation & Integrations.
2. Click on the Connections tab under the 'Workflows' section and click on the 'Create' button >>> 'Connection'.
3. Use the search bar to search for the Recruit CRM app and connect it by selecting it and entering the API key.
![Screen Recording 2025-05-04 at 6.48.38 PM.mov [video-to-gif output image]](https://downloads.intercomcdn.com/i/o/t8m01b3j/1555516792/af726eef27db4d385f83eb72241e/ezgif-8217423ec47417.gif?expires=1790081100&signature=55944830302b86fa6a7acb077796f09876b4d9268352d9d2e00be104e5c2d86c&req=dSUiE8x%2Fm4ZWW%2FMW1HO4zRSx3MrxTHKkT2gXhuxvolOaoJmTvBCps5gPd%2Ft8%0ABdDyx5wdfbbF7EAPpkY%3D%0A)
Once the app is successfully connected, you will see a message titled 'Connection Established'.
When the required app is connected, you can select the connected account inside the related steps of the recipe.
📋 Overview of each step in the Recipe
1. Trigger: New Lead ad form responses submitted in Facebook
This is the starting point of the automation. It gets triggered whenever a new lead submits a response on an Ad Form in Facebook.
2. Actions:
Monitor step:
It helps in monitoring the following actions for errors. This makes the automation more reliable.
IF condition:
Checks whether the contact exists in Recruit CRM already.
If yes, the contact will be updated inside Recruit CRM.
If no, then a new contact record will be created in Recruit CRM.
Error Handler:
If something fails within the Monitor block, then this step is triggered. The Retry Logic ensures that if the errors match those specified (429, 500–504), it retries the monitored actions up to 3 times. If the error continues after 3 retries, or if the error doesn’t match the handled types, the automation stops.
Hope this helps! 😊