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
3. 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
5. Locate the form you created in Facebook
6. Click on the edit button
7. Make sure the fields that you collect from your facebook form are mapped properly in the CRM
8. Click on Update
9. Now, click on Go Back
10. Click on Automation
11. Locate the workflow you want new leads from Facebook to go to
12. 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
14. The trigger type should be Facebook
15. Select Facebook from the drop down menu
16. For the workflow trigger: Facebook lead form submitted
17. Click on Add filters
18. Click on Select
19. Click on In Form
20. Click on Select
21. Locate the form from facebook you created
22. Click on Save Trigger
23. 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
3. Click on Business settings
4. Find integrations
5. 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
7. Click on CRMs
8. Assign the lead connector as your CRM
9. If lead connector is not displayed here, go to "assign CRMs" button
10. Test your connection using the lead tester tool
11. Make sure the business is selected
12. 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!
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