The Facebook Lead Ads integration allows you to collect leads directly from Facebook Ads and have them automatically synced with your CRM. With this integration, you can easily capture contact information from potential customers interested in your products or services on Facebook and quickly follow up with them through your CRM. By automating the lead capture process, you can save time and improve the efficiency of your sales and marketing efforts.
What is the Facebook Lead Ads Integration?
The Facebook Lead Ads integration with a CRM (Customer Relationship Management) system allows businesses to capture and automatically import leads generated through Facebook Ads into their CRM system. This integration enables businesses to streamline their lead capture process, avoid manual data entry errors, and follow up with leads more efficiently. By integrating Facebook Lead Ads with a CRM, businesses can track and manage their leads through a single platform, which can improve Lead quality, increase conversions, and ultimately help grow their business.
Who is this integration helpful for?
The Facebook Lead Ads integration with a CRM can be beneficial for any business or organization that is using Facebook Ads to generate leads and wants to streamline their lead capture process. It can benefit small businesses or startups that may not have a large sales or marketing team to collect and manage leads manually. By automating the lead capture process, businesses can save time and resources while improving their lead data's accuracy and quality. Additionally, the integration can benefit businesses already using a CRM by seamlessly integrating their Facebook lead data into their existing workflows and follow-up processes.
What are the benefits of this integration?
The benefits of integrating Facebook Lead Ads with the CRM include:
Automated lead capture: With this integration, businesses can automatically capture leads generated through Facebook Ads and import them into their CRM system, eliminating the need for manual data entry.
Improved Lead Quality: By tracking and managing leads through CRM, businesses can better understand their audience, personalize their marketing efforts, and improve the overall quality of their leads.
Enhanced lead management: The CRM system allows businesses to track and manage their leads in one place, providing a 360-degree view of their interactions with prospects and customers. This can help companies to streamline their sales and marketing efforts and improve customer retention.
Efficient follow-up: With lead data automatically captured and imported into the CRM system, businesses can quickly follow up with leads and prioritize their sales efforts based on lead quality and behavior.
Increased conversions: Businesses can increase their conversions and ROI from Facebook Ads by automating lead capture and improving lead management.
Pre-requisites for Facebook Lead Ads
- Access: You must have access to the Facebook page for which you're creating lead ads. Refer to this Facebook Help article on how to give someone a role on your Page.
- Ownership: Ensure the same user owns the page and the ad account. For business-level integrations, the owner of the page and the ad account must be the same—more on this in the Facebook help section on Ad account roles.
- Permissions: Verify that you have the page and ad account permissions. You should ideally have admin or manage permissions. To understand different levels of permissions, refer to Facebook Pages roles and Ads permissions. The user trying to integrate the Facebook Page into the CRM will need to be an admin of the Facebook Business page and have Lead Access Permission to access Lead data (A requirement set by Facebook).
- Ad Account Check: Confirm your page is connected to the appropriate ad account. To do this, navigate to the Ad Account settings and verify the connected page—more on how to navigate your ad account settings.
- Visibility: Note that only individuals with relevant permissions can see the owners of ad accounts. For details, check Facebook's guide on user permissions for ad accounts.
- Leads Access: Check if you have lead access. If the lead connector isn't showing, you may need to manually search for it or enable it. For issues related to leads not syncing, refer to Facebook's troubleshooting guide for lead ads.
- LeadConnector will need access to the Facebook Business Manager and Business Page from which you run the Facebook Lead Ad.
- If you have moved your page to the New Pages Experience, You can allow trusted people to manage some of your Facebook business pages. You can give some people access to certain parts of your Facebook page without giving them full access.
- Open business manager > Left navigation > Users > People. If you have added the person, who will be integrating the FB page to the CRM, there already: they will appear at the center of the page.
Click on the name and see more details, like the role. The role needs to have Admin or Employee access.If you have not added them, Please follow the steps to add people/users first.
How to add users to your business?
Remember that this business manager role differs from Page Role; the Page Role must still be the Admin.
Please Note:The new Pages experience isn't available for all Pages yet. Some Pages you manage might still use the classic Pages experience. Learn more about classic Pages.
- When creating the custom fields for the Lead Ad in the CRM, please make sure to use the supported custom fields listed below:
Supported custom fields when using Facebook Lead Ads:
- TEXT
- LARGE_TEXT
- NUMERICAL
- PHONE
- MONETARY
- SINGLE_OPTIONS
- DATE
- DROPDOWN
- RADIO OPTIONS
- CHECKBOX
How to directly integrate Facebook Leads Ads with a Sub-Account
Please Note:
Only the User that integrated the FB page will be able to see that page in the dropdown of pages. They need to be the admin of that FB page to see it in the dropdown of pages and will no longer see other accounts' FB Pages in the list.
Facebook form mapping has moved under location settings > integrations > Facebook Form Field Mapping.
Troubleshooting
Why are my Lead Ads not making it into my Sub-Account?
- Are you an admin of the Facebook page - How to add an admin to my Business Manager
- Can you confirm that the correct FB Lead Ad form is selected in your Facebook ads manager and matches the one in your Sub-Account? - https://web.facebook.com/business/tools/ads-manager
- Now in your Sub-Account, check in settings> integrations > Facebook form fields mapping if there is a blue tick mark next to the form you have selected in ads manager.
- If you are, in fact, the FB Admin, can you try this to confirm if Lead Connector is accessible and can allow access to your page?
Link mentioned in the video - https://www.facebook.com/settings?tab=business_tools&ref=settings
6. Once you have completed the steps in the video above, please use the Facebook leads ads testing tool to see if leads are now being added to your Sub-Account.
Lead Ad Testing Tool: https://developers.facebook.com/tools/lead-ads-testing