Facebook Integration and Lead Management

Step-by-Step Integration Process

Accessing Integration Settings:

• Navigate to the CRM settings.
• Go to the 'Integrations' section.

Connecting to Facebook:

• Ensure you're logged into your Facebook account.
• Click 'Connect' and then choose 'Edit Settings' instead of 'Continue' to select specific pages for integration.
• After selecting the desired pages and permissions, finalize the connection.

Verifying the Integration:

• Sometimes, the integration may not show immediately. Refresh your page to see the updated status.

Managing Facebook Leads

Once the integration is complete, the next step is to manage leads generated from Facebook.

Creating a Facebook Ad:

• Go to Facebook Ad Manager to create a lead generation campaign.

Select lead generation campaign.

Create a lead form within the ad, including fields such as first name, last name, phone, and email.

Mapping Form Fields:

• Return to the CRM and find the newly created form under Facebook form filled mapping.
• Ensure the field mapping is correctly set up to match the CRM fields with the form fields.

Setting Up Triggers:

• Create a new trigger for when the Facebook form is submitted.
• Configure the trigger to update opportunities, add a contact tag, and include the lead in a nurturing campaign.

Notification and Follow-Up:

• Add an action to send SMS or email notifications to the account owner or a specified number/email.
• Utilize custom values to personalize the notification content.

Troubleshooting and FAQs

• Integration Not Showing: If the integration doesn't appear immediately, try refreshing the page or rechecking your Facebook settings.
• Form Mapping Issues: Ensure that the form fields in Facebook match the fields in the CRM. Incorrect mapping can lead to data loss.
• Trigger Configuration: Double-check trigger settings to ensure leads are correctly categorized and entered into the appropriate nurturing campaigns.