Connect Facebook Leads To CRM For Seamless Integration

In this video, we're going to show you how to connect your Facebook account and Facebook leads into the CRM. First, you want to come down and expand settings.

Navigate over to integrations. Inside integrations, you'll want to review your Facebook lead ads.

Connect your Facebook business page and select the page used for your ads.

Navigate over to lead capture. Inside of lead capture, you'll go to routing.

Once you're inside routing, you'll go to Facebook leads, click the pencil icon, confirm you're in your correct pipeline and stage, and then hit reroute existing contacts to the stage. Hit save routing and you'll see a green notification allow rerouting.

Come back to your lead forms. In this video, we already have the form created from Facebook, but you'll want to create a form either starting from scratch or from templates.

Select Start With A Prebuilt Form.

Select Choose Template.

In this example, we chose the contact form, and then we added three multi-choice questions that match the Facebook form that the ad is being run with.

Make sure the questions and answer choices match the Facebook form used in your ad.

Then, hit next. Name your Facebook form the form that's being used in your Facebook ad.

Once you've named your form, hit next. Hit next again.

Turn on the notifications you want, then save the form.

You'll go to connect Facebook form. Choose the Facebook ad that the form is being used with.

Here, we've found the form that was used and choose select

Map any fields that did not map automatically, then save the mapping.

After you save mapping, you'll receive a green "currently linked" notification.

Confirm the Facebook form is linked to the CRM. Incoming leads will use the pipeline and stage selected in your routing settings.