How to Use the Facebook Lead Ad Testing to Dynamics 365 with Zapier

Miguel Nepomuceno, 05 October 2017

This blog post is a continuation of using Zapier to connect Facebook Lead Ads to Microsoft Dynamics 365. Zapier is a service that integrates and automates task between apps like Facebook and Microsoft Dynamics 365. This blog is about using a handy tool to test our Zaps called the Facebook Lead Ad Testing Tool found here: https://developers.facebook.com/tools/lead-ads-testing .
 
The Lead Ad Testing Tool will show all available Forms for the selected Page, as well as the schema of all the fields for that particular form. Facebook also allows you to look at a preview of your Lead Ad Form, as well as the schema of the field names. Remember that you must make a Zap for each different Lead Ad Form that you have, such that all the incoming Facebook Leads for the Lead Form get automatically created into CRM. This tool provides a way where you can test each different Lead Ad Form, and test whether each of your Zaps would create successful Tasks.

We can use the tool to test our Zaps for the specified form.  You have two options to do this: first is clicking the ‘Preview form’ to look at how your Lead Ad Form would appear.

Once the Lead Ad Form pops up, we can submit some data in the preview form. We can pass in some data to confirm some tests, and determine if it does gets passed into Dynamics 365.

The second way of testing Zaps of a specified form is by creating a Facebook dummy lead by clicking the ‘Create lead’ button. A successful test for your Zap would be seeing the Lead record, with the appropriate data mapped into the correct fields.

Something to note though is that when you do use this tool to pass in the Facebook test tool dummy data for mobile phone, it will trigger an error from your Zaps. Un-intuitively, the dummy data for the mobile phone is a string called “<test lead: dummy data for phone_number>” (most data passed when doing the second option is in this format). When looking through the Task History to check the failed Zap, the failed Action step would indicate an exceeded maximum length error (screenshot below). Be aware of these errors when using the Facebook Lead Ad Testing Tool.