Process Facebook Leads directly in KlickTipp

Your Advantages

• Automatic lead capture and error prevention: Gain new contacts from your Facebook forms and transfer them directly to KlickTipp - without manual intermediate steps.
• Personalized approach: Use the captured form data to address your contacts in a targeted and individual way. More relevance = more engagement.
• Effective lead nurturing: Nurture your leads automatically with perfectly timed email sequences and increase your conversion rate in the long term.
• Optimized preparation: Send welcome or preparation emails for webinars and online courses immediately after registration - for better participation quality and higher satisfaction.
• Versatile application: Ideal for course and program registrations including payment preferences, interest queries and legal confirmation (e.g. T&C acceptance).

Step-by-Step Instructions

Prerequisites

• Make account: Make sure you have a Make account.
• Klicktipp account with API access: Make sure you have a Premium subscription or higher so that you have access to the API.
• Meta Business Account: Make sure you have a developer account with Meta for the form creation and test submission. This also requires the installation of an app with Meta.
• See our article on the Meta setup article on the Meta Developer Setup.

Preparations within the KlickTipp Account

Name	Type
Facebook Leads Ads | Comment	Line
Facebook Leads Ads | Course choice	Line
Facebook Leads Ads | Payment option	Line

Set Up a Facebook Lead Ads Campaign

• Call up Facebook Business Manager:
  • Navigate to Facebook Ads Manager.
  • Create a new campaign and name it or select an existing campaign.
• Select campaign goal & categories:
  • Select → Leads  as the campaign goal.
• Further optional settings:
  • Select one or more categories for your campaign.
  • Define your budget.
  • Set up your A/B testing.

Configure Your Ad Group

• Enter a name for your ad group.
• Under → Conversion,  select the entry → Instant Forms .
• Select the Facebook page on which you want to publish the form.
• Then set your planned budget and target group.
• Then click → Next  to open the ad.

Create Facebook Lead Ads Form

• Create new lead form:
  • Under → Lead Generation,  select the option → Create Form .
  • Enter a meaningful name for your form.
  • Select the appropriate form type and click → Next.
• Optionally, you can set a background image and a personal greeting for your form.
  • The background image you select appears at the top and is displayed as the background for the entire form.
  • Use the greeting to provide important information and explain why filling out the form is worthwhile for your prospective customers.
  • Then click → Next.
• Define form fields:
  • Name (text field) - This field is already included by default and does not need to be added separately.
  • Email address (email field) - This field is also included by default.
  • Which course are you interested in? (dropdown) - Example: Basics of online marketing.
  • Preferred payment method (dropdown or radio buttons) - Possible options: Credit card, PayPal, bank transfer.
  • Additional comments (text field) - Example: Can I start later?
  • Info field - Example: I accept the terms and conditions. This element is optional. Facebook already provides a standard area for the privacy policy. However, you can also add your own terms and conditions if you wish.

• Click → Next  as soon as you have finished setting up your form.
• Privacy policy, disclaimer & confirmation:
  • Add the link to your privacy policy.
  • Optional: Add your desired disclaimer, for example → Terms & Conditions  or → Marketing DOI.
  • Click → Next  as soon as you have entered all legal points.
• Set registration confirmation:
  • Define a title and description that will be displayed after registration.
  • Enter the confirmation page to which the lead will be redirected after submitting.
  • Complete the setup of the form via → Create Form .

Integration with Make

Scenario Import and Adjustments

• Call up the import link.
  • Create the necessary scenario via our import link and follow the → Guided Setup.  Alternatively, you can import the template and customize it manually using the following steps.

• Set up the Facebook Leads Ads module:
  • Click on the Facebook Leads Ads module and open the settings.
  • Create a new webhook and name it or select an existing one.
  • Enter your access data under → Connection  and log in to Facebook to carry out the authentication.
  • Under → Page,  select the Facebook page on which your Insta form was published.
  • Under → Form,  define the form that you have created in Facebook
  • Complete the setup by clicking on → Save.
• Set up the KlickTipp - Add or Update Contact module:
  • Click on the KlickTipp module and open the settings.
  • Enter your access data under → Connection  and log in to KlickTipp with your user name and password to carry out the authentication.
  • Now assign the fields of the KlickTipp module to the appropriate parameters from the Facebook module by clicking in the empty fields and dragging and dropping the element there.
  • Under → Tag,  you define which KlickTipp tag is assigned to the contact when it is entered. You can use this tag to control automations or for contact segmentation in KlickTipp.
  • In our example, we assign the Facebook lead data to the appropriate KlickTipp fields:
    • Last name → First Name
    • Email → Email Address
    • Course selection → Facebook\_Leads\_Ads\_Course selection
    • Payment method → Facebook\_Leads\_Ads\_Payment method
    • Comment → Facebook\_Leads\_Ads\_Comment

Test & Activate

• In Make, click → Run Once  to perform a test submission.
• Use the Facebook Lead Ads Testing Tool and create a test lead entry by selecting your form and clicking → Create Lead.
• Facebook will now create a test lead with the address test@fb.com and transfer it to the webhook in Make.

Integration with Zapier

Create a Zap

• Create a new Zap in Zapier: Enter → Facebook  in the search bar and select the Facebook Lead Ads app as the trigger app.
• Select the → New Lead  option.
• Click on → Save + Continue.
• Add your Facebook account with which you created the Facebook Lead Ad with → Connect an Account.  This works best if you are already logged in to this account.
• In Facebook, you may have to give your consent for Zapier to access your Facebook account.
• Confirm this and the account will be used directly in Zapier.
• Click on → Save + Continue.

Test new or existing Account

• Select the desired Facebook Page that should appear above your ad.
• Select the form assigned to your Facebook Lead Ad.
• Click on → Continue.
• In the following test, click on → Connect + Continue.
• The test should run successfully.
• Click on → Continue.

Add your Action App

• Search for → KlickTipp  in the Zapier search bar and select the app.
• Choose the option → Add Contact.
• Click on → Save + Continue.
• If you already have a KlickTipp account connected, select it. If not, connect your account via → Connect to Account.  For Endpoint, choose → KlickTipp.
• Test the connected account using the Test button.

Map Fields and Finalize the Zap

• In the → Set Up Template  step, map the Facebook fields to the KlickTipp fields. For example:
  → Email  → Email Address
  → First Name  → First Name
• Under → Subscription Process,  select the desired opt-in process from KlickTipp.
• Click → Continue  and confirm with → Create + Continue.
• After the test runs successfully, click → Finish.
• Check in your Contacts to verify that the test contact was successfully transferred.
• Name your Zap and activate it by setting the switch to → ON.

Integration with n8n

Download n8n template

• To make setting up n8n easier for you, we have created a template. Feel free to use it by clicking on the following link: Use template for n8n

Set Up Automated Campaigns in KlickTipp

• Create email series:
  • Welcome email after lead transfer.
  • Reminder email for webinars.
  • Follow-up email with further information.
• Use campaign filters & segmentation:
  • Segment contacts by tags (e.g. course interest).
  • Use KlickTipp filters for targeted mailings.
• Analytics & optimization:
  • Track open and click rates.
  • Optimize email content through A/B tests.

Summary

Further Resources

• Facebook Lead Generation API Guide
• Meta Developer Setup for Make, n8n & Other iPaaS Tools