Business 360 Help Center | How to integrate Facebook Lead to CRM

How to integrate Facebook Lead to CRM

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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.

STEP 1

How to integrate Facebook and Instagram account?

Follow the below mentioned steps to integrate your account

1.Go to ‘Settings’

2.Go to ‘Integrations’

3.over to ‘Facebook and Instagram’ section

Connect your account

STEP 2

*Create Lead Form in Facebook Ad Manager

After creating Facebook lead form and publishing the campaign, click on ‘integrations’ in Business360 and select ‘Facebook form field mapping’. The lead form created would automatically reflect under this option.

1.Go to ‘Settings’

2.Go to ‘Integrations’

3.Select ‘Facebook Form Fields Mapping.’

4.Click on ‘ Map fields ’ of the lead form you created

5. There will be 2 sections ‘Form Fields’ & ‘Business360 Field’. Please make sure the fields is select under business360 field is related to the questions under the ‘Form Field’

Eg- If ‘Full Name’ is asked under form field then you should select ‘Full Name’ under ‘Business360 field’

6. Click Save

N.B: Please note that if there is no relevant/matching field available in Business360, you can create a ‘Custom Field’. The steps are given below.

STEP 3