1.2 Integrate Your Social Media

Modified on Tue, 17 Oct, 2023 at 12:59 PM

Facebook Lead Ad Integration & Troubleshooting Guide

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.

What is the Facebook Lead Ads Integration?

The Facebook Lead Ads integration with a CRM (Customer Relationship Management) system allows businesses to capture and automatically import leads generated through Facebook Ads into their CRM system. This integration enables businesses to streamline their lead capture process, avoid manual data entry errors, and follow up with leads more efficiently. By integrating Facebook Lead Ads with a CRM, businesses can track and manage their leads through a single platform, which can improve Lead quality, increase conversions, and ultimately help grow their business.

Who is this integration helpful for?

The Facebook Lead Ads integration with a CRM can be beneficial for any business or organization that is using Facebook Ads to generate leads and wants to streamline their lead capture process. It can benefit small businesses or startups that may not have a large sales or marketing team to collect and manage leads manually. By automating the lead capture process, businesses can save time and resources while improving their lead data's accuracy and quality. Additionally, the integration can benefit businesses already using a CRM by seamlessly integrating their Facebook lead data into their existing workflows and follow-up processes.

What are the benefits of this integration?

The benefits of integrating Facebook Lead Ads with the CRM include:

Automated lead capture: With this integration, businesses can automatically capture leads generated through Facebook Ads and import them into their CRM system, eliminating the need for manual data entry.

Improved Lead Quality: By tracking and managing leads through CRM, businesses can better understand their audience, personalize their marketing efforts, and improve the overall quality of their leads.

Enhanced lead management: The CRM system allows businesses to track and manage their leads in one place, providing a 360-degree view of their interactions with prospects and customers. This can help companies to streamline their sales and marketing efforts and improve customer retention.

Efficient follow-up: With lead data automatically captured and imported into the CRM system, businesses can quickly follow up with leads and prioritize their sales efforts based on lead quality and behavior.

Increased conversions: Businesses can increase their conversions and ROI from Facebook Ads by automating lead capture and improving lead management.

Pre-requisites for Facebook Lead Ads

LeadConnector will need access to the Facebook Business Manager and Business Page where you are running the Facebook Lead Ad from
The user trying to integrate the Facebook Page into the CRM will need to be an admin of the Facebook Business page and have Lead Access Permission to access Lead data (A requirement set by Facebook).
If you have moved your page to the New Pages Experience, You can allow trusted people to manage some of your Facebook business pages. You can give some people access to certain parts of your Facebook page without giving them full access.
Open business manager > Left navigation > Users > People. If you have added the person, who will be integrating the FB page to the CRM, there already: they will appear at the center of the page.will
Click on the name and see more details, like the role. The role needs to have Admin or Employee access.

If you have not added them, Please follow the steps to add people/users first.

How to add users to your business?

Remember that this business manager role differs from Page Role; the Page Role must still be the Admin.

Please Note:
The new Pages experience isn't available for all Pages yet. Some Pages you manage might still use the classic Pages experience. Learn more about classic Pages.
When creating the custom fields for the Lead Ad in the CRM, please make sure to use the supported custom fields listed below:

Supported custom fields when using Facebook Lead Ads:

TEXT
LARGE_TEXT
NUMERICAL
PHONE
MONETARY
SINGLE_OPTIONS
DATE
DROPDOWN
RADIO OPTIONS
CHECKBOX

How to directly integrate Facebook Leads Ads with a Sub-Account

Please Note:

Only the User that integrated the FB page will be able to see that page in the dropdown of pages. They need to be the admin of that FB page to see it in the dropdown of pages and will no longer see other accounts' FB Pages in the list.

Facebook form mapping has moved under location settings > integrations > Facebook Form Field Mapping.

Troubleshooting

Why are my Lead Ads not making it into my Sub-Account?

Are you an admin of the Facebook page - How to add an admin to my Business Manager
Can you confirm that the correct FB Lead Ad form is selected in your Facebook ads manager and matches the one in your Sub-Account? - https://web.facebook.com/business/tools/ads-manager
Now in your Sub-Account, check in settings> integrations > Facebook form fields mapping if there is a blue tick mark next to the form you have selected in ads manager.
If you are, in fact, the FB Admin, can you try this to confirm if Lead Connector is accessible and can allow access to your page?

Link mentioned in the video - https://www.facebook.com/settings?tab=business_tools&ref=settings

6. Once you have completed the steps in the video above, please use the Facebook leads ads testing tool to see if leads are now being added to your Sub-Account.

Lead Ad Testing Tool: https://developers.facebook.com/tools/lead-ads-testing
Facebook Page Select: https://app.gohighlevel.com/location/YOUR_LOCATION_ID/facebook_page_select

Please Note:

When testing are you able to locate the App ID 39018126477806? (Mentioned in the video above @2:49 seconds)

If the app ID does not show up, then LeadConnector does not have access. If that is the case please continue to step 7 below.

If Facebook Lead Ads are not coming into the CRM Please try using unique contact info as explained in the video below:

7. If you see that LeadConnector access to your page has been revoked or the App ID is not coming up, you will manually need to assign Lead access permissions to LeadConnector on Facebook:

i. Go to Business Suite.

ii. If you don't have access to Business Suite, go to Business Settings and select your business, skip to step (v)

iii. Click the dropdown in the top-left corner and choose your business account.

iv. Click Settings in the bottom-left corner.

v. Click More Business Settings.

vi. Click Integrations in the left menu, then click Leads Access.

vii. Click Assign CRMs. You'll see a list of CRM systems integrated with your Facebook Page.

viii. Check the circle next to LeadConnector, then click Assign.

Please Note:

The Page Admin who granted permissions to LeadConnector must continue to have access permission or else LeadConnector will fail to fetch data.

How do I integrate Facebook Leads using a 3rd party service like Pabbly Connect or Zapier?

You can use a 3rd parties integration tool like Zapier or Pabbly Connect. Here is more info

A Facebook Token Has Expired In a Sub-Account; why does this happen, and How to Fix this?

If you received an email with a subject that says "Important: Facebook connection has expired.", this means that the Facebook integration for one of your Sub-accounts has become disconnected.

Why Did This Connection Break?

Several reasons could cause the integration to break. The most common are:

A user changes their password

The Facebook token naturally expires after a period of time

A user de-authorizes your app

A user logs out of Facebook

A user changes page permission or adds/removes a user

A virtual assistant in another country logs in without using a VPN

To reconnect:

1. Select the account indicated in the email you received from the "Switch To An Account" dropdown

2. In the left-hand sidebar, click "Settings."

3. From the sidebar, click "Integrations."

4. Click the "Connected" button to disconnect the broken integration under the Facebook icon. Click on Connect again to reconnect

5. In the window that pops up, continue as yourself, select the Facebook page that you want to connect, then click the "Connect Page" button