Facebook Lead Ads is a tool that allows you to collect contact details of potential customers who have expressed interest in your products or services by filling out a special form on Facebook. In this guide, we will explain how to set up the transfer of leads from Facebook lead forms to keyCRM.
Step 1. Adding a source to keyCRM
Go to «Settings» → «Sources». A list of connected sources will appear. At the end of the list, there is a button «Add source». Click on it. In the window:
-
Specify the name of the source;
-
Select the type of source from the list — «Facebook Leads»;
-
Next, click on the «Continue with Facebook» button. A new pop-up window will appear, in which you will need to authorize your Facebook account.
Log in with the main administrator account for the pages, and if you have already connected before, click the «Edit settings» button.
After that, check mark all the pages that you want to connect to keyCRM.
In the «What is allowed to do with the keyCRM program» tab, leave all permissions active:
If you have previously connected Facebook or Instagram to keyCRM, you must leave all pages active. If you disable them, you will no longer receive notifications from these pages.
After authorization in the source editing window:
-
Select the page whose form applications need to be connected;
-
Next, you can select the currency of the source, which will be set for the prices of products or services in the card.
Step 2: Grant users access to the source
On the «User Access» tab, you can specify which employees will see pipeline/order cards from this source.
If an employee does not see pipeline/order cards from the store (source), first check that they have access to this source.
Step 3: Configuring form field transfer
To transfer data from a lead form to keyCRM, you need to specify which form fields correspond to keyCRM fields.
First, you need to add the form in the source settings:
-
Go to the «Forms» tab and click the «Add form» button;
-
In the window, select the form you want to configure;
-
Select the pipeline to which you want to send leads from this form and click the «Next» button.
All fields of the form you selected will be loaded in the window. Select their correspondence to the fields in keyCRM and click «Save».
If you have multiple forms on your connected Facebook page, you can connect and configure them all in the «Forms» tab by clicking the «Add form» button.
Once you have completed all the settings, save the source settings and all new applications sent from lead forms will be uploaded within five minutes to pipeline cards.
