Automating Facebook Leads: A Case Study on Be Epic, Inc.

Be Epic, Inc. is a digital marketing agency based in Edmonton. They specialize in simplifying and managing complex processes for their clients, offering services ranging from social media management to SEO, web design, and video production. They strive to take the complex and make it digestible for their clients. A significant part of their work involves social media and advertising, where they run multiple ad campaigns at a time, targeting different audiences for each client. They utilize Facebook Lead Ads for this purpose and use automation tools to streamline their workflow and manage leads effectively.

Be Epic, Inc., a digital marketing agency based in Edmonton, faced the challenge of managing complex processes for their clients, including social media management, SEO, web design, and video production. A significant part of their work involved social media and advertising, where they had to generate and manage leads for their clients. They utilized Facebook Lead Ads for this purpose, but the process of managing multiple ad campaigns, targeting different audiences for each client, and transferring new leads between different apps was time-consuming and complicated. Without a proper process in place, they risked losing leads and wasting valuable time.

To streamline their workflow and automate the lead creation process, Be Epic turned to Zapier, an app automation tool. They used Zapier to create a bridge between Facebook and their customer relationship manager (CRM), Ontraport. Whenever a new lead came in from Facebook, Zapier would take the lead's information and send an email to the appropriate sales rep. Then, Zapier would create a contact in Ontraport. For specific clients, the process would continue, and Zapier would send another email to the lead. This automation process simplified the complex world of social media advertising for Be Epic and their clients. It also saved Be Epic hours each week, which they could then spend on growing their client list and spending more time with their clients.

• The automation of the lead creation process has brought significant operational benefits to Be Epic. It has simplified the complex world of social media advertising, making it more manageable for both Be Epic and their clients. The clients no longer have to worry about generating stellar leads, and Be Epic can focus on other aspects of their work. The automation has also reduced the time spent on transferring new leads between different apps, giving Be Epic more time to spend with their clients and grow their client list. Overall, the automation has improved the efficiency and effectiveness of Be Epic's operations.

• Saves two hours every week on social media advertising

• Instant lead transfer between apps, reducing lead loss

• Automated lead creation process, increasing efficiency