Overview
The Facebook Leads integration enables automatic capture of leads generated through Facebook Lead Ads into the CRM. Once configured, all lead data is synced in real-time using Facebook API.
Prerequisites
- Active Facebook Business account
- Access to Facebook Ads Manager
- CRM access with App & Integration permissions
Required Details
- Account ID – Provided by Facebook
- Access Token – Generated from Facebook
Integration Flow
The integration process takes place in two phases: configuration in the CRM and configuration in Facebook.
Configuration in CRM
After successful login, navigate to the App module from the left-side navigation panel.
- Click on App module
- Navigate to App & Integration → App
- Search and select Facebook Lead .Click on Configure
Screen-Access the app
4.Enter the following details:
- Name
- Account ID (from Facebook)
- Access Token (from Facebook)
5.Click on Save
Screen- Configurating screen
Configuration in Facebook
- Go to Facebook Ads Manager / Business Manager
- Navigate to Leads Access / Integrations
- Select your Page and Ad Account
- Generate Access Token
- Copy the Account ID and Access Token
- Ensure lead access is enabled for your CRM
How Data is Triggered
Whenever a user submits a Facebook Lead Ad form, Facebook automatically sends the lead data to CRM using API integration.
Validation
- Submit a test lead from Facebook Lead Ad form
- Verify the lead in CRM
Check
- Lead is created successfully
- Data is correctly received
- No missing or incorrect fields
Conclusion
The integration uses Facebook API to automatically sync lead data in real-time, ensuring efficient lead capture and management in CRM.