Facebook Connection and Lead Flow Setup

Simple Steps to Integrate Facebook

Accessing the Integration Dashboard:

1. Begin by navigating to the CRM platform’s settings.

2. Head to the 'Integrations' tab to get started.

Linking Your Facebook Account:

1. Make sure you're logged into your Facebook account.

2. Click on 'Connect,' then choose 'Edit Settings' to handpick specific pages for integration rather than clicking 'Continue.'

3. After choosing your pages and setting the permissions, confirm the connection.

Checking the Connection:

• If the integration isn't visible right away, refresh your browser to update the status.

Handling Leads from Facebook Ads

Once the integration is done, managing leads coming from Facebook becomes the next step.

Creating a Facebook Lead Ad:

1. Access Facebook Ad Manager and start a new lead generation campaign.

2. Choose the lead generation campaign option.

3. Build a lead capture form that includes fields like first name, last name, phone number, and email.

Aligning Form Fields in CRM:

1. Return to your CRM system and locate the new form under 'Facebook Form Field Mapping.'

2. Check that the fields from the form are correctly linked to the CRM fields.

Automating Lead Management

Creating Automated Workflows:

1. Set up a new trigger for when a Facebook form is filled out.

2. Configure the automation to update opportunities, assign a contact tag, and enroll the lead into a follow-up campaign.

Notifying Team Members:

• Add an automated action to send an SMS or email to the account owner or another designated contact.

• Use dynamic content like custom values to personalize notifications.

Common Issues and Solutions

Integration Visibility Issues:

• If the integration doesn’t show up right away, refresh the page or verify your Facebook settings.

Form Field Mapping Errors:

• Double-check that all fields in your Facebook form align with the CRM fields. Incorrect mapping can result in lost data.

Automation Misconfigurations:

• Review your trigger and automation settings to ensure leads are being correctly processed and added to the right nurturing campaigns.