We’ve been trying to move leads from Facebook Instant Forms to Keap through Zapier. The integration is set up directly on Facebook (using Keap By Zapier). We’re able to connect our Zapier and Keap just fine, and the information does move forward.
The action we’re choosing is “Create or Update Contact”. Ideally, just “Create Contact” would be better, but that option doesn’t exist for us during the setup. Additionally, we are giving the contact a new tag to know they came from the Instant Form.
Our main issue is that the integration seems to keep writing new information on top of the same Keap contact, over and over again. ie. When testing the action, it’s using the newest lead acquired through the instant form. It seems that this new lead’s information is already overriding an existing Keap contact’s info. For example, we can see old tags and previously sent emails even though we know this new lead did not exist in our Keap records before.
Another issue we have is that we cannot match the First Name and Last Name fields. The available instant form field is just Full Name, and we’re having to match it with the First Name field. So it updates the contact’s first name with the new lead’s full name, and if the original contact had a last name, it shows there as well (another indicator of the integration just writing over an existing contact).
When choosing a field for “Checking for duplicates”, we’ve tested both the Email Only-option (not using the instant form fields), and the Email straight from the instant form fields.
Other fields we’ve matched are Meta Lead ID (Keap) with Lead ID (instant form), Phone Number 1 (Keap) with Phone Number (instant form).
Does anyone have any previous experience or possible solutions for this issue?