How to Connect Facebook Lead Ads to Swivel with Zapier

Overview

You can use Zapier to automatically create new Swivel contacts when someone submits a Facebook Lead Ad form.

The integration works like this:

Facebook Lead Form → Zapier → Swivel Contact

Once the connection is set up and turned on, new Facebook leads are automatically sent to Swivel and created as contacts.

This article explains how to set up the Facebook Lead Ads and Swivel steps in Zapier.

Before You Begin

Make sure you have:

• A paid Zapier plan. Facebook Lead Ads is a Premium app in Zapier.
• Admin access to your Facebook Page.
• At least one Facebook Lead Ad form.
• Your Swivel username and password.
• Access to the Swivel app in Zapier.

If you haven’t connected Swivel to Zapier before, see Connect Swivel to Zapier.

Set up Facebook Lead Ads in Zapier

1. Create a New Zap

Sign in to Zapier. Then:

1. Click Create.
2. Select Zaps.

2. Set “Facebook Lead Ads” as the Trigger

Click the Trigger box. Then:

1. Search for Facebook Lead Ads.
2. Select Facebook Lead Ads.
3. For the event, select New Lead.
4. Select Continue.

3. Connect Your Facebook Account

Under Account, select Sign in and follow the instructions to connect your Facebook account.

When Facebook asks which Pages Zapier can access:

1. Select the Facebook Page that contains your lead form.
2. Keep the required permissions enabled.
3. Complete the connection.
4. Select Continue in Zapier.

Caution

🚧 Important: Do not turn off lead-access permission. If you do, Zapier connects successfully but never receives any leads.

4. Select Your Facebook Page and Form

Select the Facebook Page where your lead form is located.

For Form, choose either:

• Default (Any Form) to receive leads from any form on the Page.
• A specific form if you only want leads from one form.

Select Continue.

Tip

🔍 Tip: If you plan to use multiple lead forms on the Page, Default (Any Form) can help you avoid updating the Zap when you add another form.

Caution

🚧 Important: If you edit a Facebook lead form, Facebook may assign it a new form ID. If your Zap stops receiving leads after you edit a form, check the form selected in Zapier.

5. Test the Facebook Connection

Select Test trigger.

Zapier will retrieve a recent Facebook lead and use it as sample information for the rest of the setup.

You should see information such as the lead’s name, email address, and phone number.

If you don’t have any leads yet, you can use Meta’s Lead Ads Testing Tool to create test data for your Page and form.

Connect Swivel

1. Select Swivel

Click the Action box. Then:

1. Search for Swivel.
2. Select Swivel.
3. For the event, select Create Contact.
4. Select Continue.

If you see two Swivel apps, select Swivel, not Swivel for Marketing Partners.

Note

📌 Note: Create Contact creates a new contact in Swivel. Update Contact is used to update a contact that already exists in Swivel.

2. Connect Your Swivel Account

Under Account, click the blue Select button, then select + Connect a new account.

A Swivel sign-in window will open.

1. Enter your Swivel username and password.
2. Select Authorize when asked to allow Zapier to access Swivel.
3. Return to Zapier.
4. Select Continue.

If you’ve already connected your Swivel account to Zapier, select your existing account instead.

For more information about connecting Swivel to Zapier, see Connect Swivel to Zapier.

Map Facebook Information to Swivel

1. Choose Which Facebook Information to Send

Zapier will show the fields available when creating a Swivel contact.

For each field you want to use, select the field and choose the corresponding information from your Facebook lead.

We recommend setting up these fields:

Swivel Field	Facebook Information	Required?
First Name	First Name	Yes
Last Name	Last Name	Yes
Email	Email	No
Phone Number	Phone Number	No
Lead Source	Facebook Lead Ads	Recommended

First Name and Last Name are required to create a Swivel contact. The other fields are optional.

2. Add Facebook Lead Ads as the Lead Source

Enter Facebook Lead Ads in the Lead Source field.

This helps identify contacts that came from Facebook and distinguish them from contacts created through other sources.

You can also map additional Facebook information to other Swivel contact fields. Use Zapier’s field search to find the Swivel field you want to add.

Test the Swivel Connection

1. Create a Test Contact

After mapping your fields:

1. Select Continue.
2. Select Test step.

Zapier will send the sample Facebook lead to Swivel and create a contact.

Open Swivel and search for the contact to make sure the information was added correctly.

Caution

🚧 Important: The test creates a real contact in Swivel. If you used a test lead, delete the test contact when you’re finished.

Turn On Your Zap

1. Name and Publish Your Zap

Give your Zap a name that makes it easy to identify, such as:

Facebook Leads → Swivel Contacts

Then select Publish.

Your Zap must be published before it will process new Facebook leads.

What Happens After You Publish?

When someone submits your Facebook Lead Ad form, Zapier sends the lead information to Swivel and creates a new contact.

You don’t need to keep Zapier open for the Zap to run.

This Zap creates new contacts only. It does not update existing Swivel contacts.

If a Facebook Lead Doesn’t Appear in Swivel

Check your Zap’s history in Zapier to see whether the lead was successfully processed.

If Zapier shows that the lead was successfully sent to Swivel but the contact doesn’t appear in Swivel, contact Swivel Support.

For issues with Facebook Lead Ads or your Zapier setup, contact the appropriate service’s support team.

Troubleshooting

Swivel Doesn’t Appear When I Search for It

If you see two Swivel apps, select Swivel, not Swivel for Marketing Partners.

Zapier Says First Name and Last Name Are Required

First Name and Last Name are required to create a Swivel contact. Make sure both fields are mapped to information from your Facebook lead.

The Phone Number Is Blank in Swivel

Check the Phone Number field in your Zap and make sure it is mapped to the phone number information from your Facebook lead.

The Zap Stopped Working After I Edited My Facebook Form

Facebook may assign a new ID when a lead form is edited. Check the Facebook Lead Ads step in your Zap and make sure the correct form is selected.

I’m Getting Duplicate Contacts in Swivel

This Zap creates a new Swivel contact when it processes a Facebook lead. It does not update existing contacts.

If the same person submits a Facebook lead form more than once, multiple contacts may be created.