How to integrate Facebook leads to CRM
Roman
05.11.2021 12:31

Advertising on Facebook and Instagram can be very useful for some companies. One way to advertise there is to use forms and capture leads.


Lead ad is a type of ad that contains a form that can collect phone numbers, emails, and other information about your leads. The great advantage of this type of advertising on Facebook is that your potential customer is not redirected to the landing page on the site, but remains on Facebook. This makes the process easier and faster.


Why is the connection between CRM and Facebook Lead Ads so important?

First of all, this connection will save you time and energy. In this case, there is no data delay, because this connection works in real-time and makes this approach so powerful. Because you can immediately see contacts in your CRM, you can work with them directly. In addition, this connection gathers all potential customers in one place, and you do not need to upload a new CSV file to see the new leads.


Lead Ads connect to CRM in the project settings in the Integrations section.


Let's take particular steps.

Step 1

Prepare your form before setting up. Make sure your form is ready in the form library on Facebook.

Step 2

Prepare a dataset. The fields you want to sync should be present in your dataset

Step 3

Go to project settings and select "Add Facebook Leads". Then follow the instructions. In this step, you will be asked to log in to Facebook, and provide access to the Facebook page and the form. Here you also need to combine the fields of your form with the fields in the dataset in your CRM.


After all these steps, new leads will immediately appear in CRM. From now on, Facebook leads will be imported into CRM Svit.One in real-time. You no longer need to constantly check your mail or log in to Facebook Manager. Leads will fly into CRM like any other leads from other sources.


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