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Grow | Mapping Facebook Form Fields To Grow

How to use facebook leads forms with your Grow CRM

Updated over a week ago

Want to hookup a Facebook lead form and integrate leads with your CRM? There's a few steps you can do. First, create your lead form in your Facebook.

For steps on how to create a lead form on Facebook, you can Read That Here

Having issues linking the Grow CRM to facebook? See this Help article: https://www.facebook.com/business/help/1588743581429919?id=735435806665862


2. From the settings tab, click integrations

From the settings tab, click integrations

3. Make sure your faecbook account, that is linked to your business account is linked properly

Make sure your faecbook account, that is linked to your business account is linked properly

4. At the top, go to Facebook Form Fields Mapping

At the top, go to Facebook Form Fields Mapping

5. Locate the form you created in Facebook

Locate the form you created in Facebook

6. Click on the edit button

Click on the edit button

7. Make sure the fields that you collect from your facebook form are mapped properly in the CRM

Make sure the fields that you collect from your facebook form are mapped properly in the CRM

8. Click on Update

Click on Update

9. Now, click on Go Back

Now, click on Go Back

10. Click on Automation

Click on Automation

11. Locate the workflow you want new leads from Facebook to go to

Locate the workflow you want new leads from Facebook to go to

12. Open the workflow to edit it

Open the workflow to edit it

13. The trigger needs to be "Facebook leads for" here's how to make sure this is set properly

The trigger needs to be "Facebook leads for" here's how to make sure this is set properly

14. The trigger type should be Facebook

The trigger type should be Facebook

15. Select Facebook from the drop down menu

Select Facebook from the drop down menu

16. For the workflow trigger: Facebook lead form submitted

For the workflow trigger: Facebook lead form submitted

17. Click on Add filters

Click on Add filters

18. Click on Select

Click on Select

19. Click on In Form

Click on In Form

20. Click on Select

Click on Select

21. Locate the form from facebook you created

Locate the form from facebook you created

22. Click on Save Trigger

Click on Save Trigger

23. Click on Save

Click on Save

Now, we need to setup your Facebook Business Account to ensure it pushes your leads from the form into your CRM correctly when someone fills out a Facebook Lead Form.

2. Go to all tools menu

Go to all tools menu

3. Click on Business settings

Click on Business settings

4. Find integrations

Find integrations

5. Click on Leads Acess

Click on Leads Acess

NOTE: Having trouble linking to Facebook? Follow this Facebook help article: https://www.facebook.com/business/help/1588743581429919?id=735435806665862

If you're still not seeing your 'Leadconnector' CRM in the Facebook settings, make sure you have your business page set to a "Page" in Facebook (see below).

If you do not have your business account linked as a "Facebook Page" account, then you wont be able to link the CRM until this part is completed.

For information on how to create a Facebook Page see this help article: https://www.facebook.com/business/help/473994396650734?id=939256796236247

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6. Locate the tab list

Locate the tab list

7. Click on CRMs

Click on CRMs

8. Assign the lead connector as your CRM

Assign the lead connector as your CRM

9. If lead connector is not displayed here, go to "assign CRMs" button

If lead connector is not displayed here, go to "assign CRMs" button

10. Test your connection using the lead tester tool

Test your connection using the lead tester tool

11. Make sure the business is selected

Make sure the business is selected

12. Select the correct form you want to test

Select the correct form you want to test

13. Click on Create lead: If you have the FB portion setup properly inside of your Grow CRM you should receive a notification!

Click on Create lead: If you have the FB portion setup properly inside of your Grow CRM you should receive a notification!

Lastly, test your form using the Facebook lead form tester: https://developers.facebook.com/tools/lead-ads-testing


If you need further help, contact PushPress Messenger

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