How to Manually Import Facebook Leads into a Workflow

If you need to incorporate data from Facebook leads into a workflow, you can manually download this information from Business Suite and then upload it to your CRM. Here's how to do it:

Exporting Leads Data from Facebook Business Suite

1. Access Business Suite: Start by logging into your Facebook Business Suite.

2. Navigate to Instant Forms: Select "More Tools" from the menu, then click on "Instant Forms."

3. Download Leads: Locate the form associated with the leads you want to export and click on "Download."

   • To export only new leads since your last download, select "Download New Leads."

   • If you want to export all leads within a specific time frame, select "Download by Date Range," choose your desired dates, and then click "Download."

4. Select File Type: A window will appear with your form details. Choose "CSV" to download the data in this format.

Important Note: Ensure to download your leads within 90 days of form submission, as they will expire after this period. Regularly exporting your leads is recommended to avoid losing data.

If you notice that your downloaded file lacks an Ad ID or Ad Set ID, it might be because:

• The lead was generated through organic reach.

• The lead came from an ad preview.

• You don’t have the necessary advertiser privileges on the ad account that ran the lead ad campaign.

Troubleshooting Lead Downloads

If you're unable to download your leads:

• Permissions Check: Confirm with your Business Manager admin whether they have customized permissions in the Leads Access Manager.

• Access Rights: If permissions are customized, ensure you've been granted the correct access rights. If not customized, only Facebook Page admins can download leads by default.

Importing Leads into Your CRM

Once you have your leads file, follow these steps to import the data into your CRM:

1. Go to Contacts: Open your CRM and navigate to the Contacts section, then select the "Import Contacts Bulk Action" option. 

2. Upload Your File: Choose your CSV file and click "Next."

3. Map Fields: Align the fields from your Facebook Lead Form with the corresponding fields in your CRM, then click "Next."

4. Add to Workflow: Under the Details tab, open the Advanced dropdown. Optionally, you can add a tag to these leads. Toggle on "Add To Workflow/Campaign" and select the Workflow or Campaign you want to assign these leads to. 

By following these steps, you can efficiently manage and integrate your Facebook leads into your CRM workflows.