Connecting Facebook to NotLuck CRM makes it much easier to capture and manage leads from your Facebook ads. Follow these steps to get set up and keep your lead tracking running smoothly.

How it Works

Creating a Facebook Ad

Log in to your Facebook account, then head to the Ad Manager to create a lead generation campaign.

Once there, click create on the upper left-hand section and select leads from the available options.

Create a lead form for the ad that includes fields such as first name, last name, phone, and email.

Mapping Form Fields

Now that you have your form set up, navigate to the CRM settings and go to the 'Integrations' section. Here you will see the Facebook integration either already connected or waiting to be set up.

If you have not yet connected your account, click Connect and follow the prompts. For detailed guidance, refer to the "Connecting Facebook and Instagram" article in this section.

Select the pages you want to connect (1) and if you want to sync only new leads or all Facebook links upon connection (2), then click connect and continue.

Once your account is connected, proceed to managing the leads generated from Facebook by navigating directly to the Form Field Mapping section.

If you are completing the integration for the first time, this step will appear automatically as part of the setup process.

Edi

Ensure the field mapping is correctly configured to match the CRM fields to the form fields, then confirm your pairings.

Setting Up Automation

After mapping form fields, you can create automation to update opportunities, add a contact tag, and include the lead in a nurturing campaign when the Facebook form is submitted.

Once your Facebook integration is in place and your lead management processes are set up, you will be well placed to handle and nurture leads from your Facebook ad campaigns. Check the integration regularly, map form fields accurately, and configure triggers and notifications to get the most from your lead management.

Troubleshooting Tips

Integration Not Showing

  • If the integration doesn't appear immediately, try refreshing the page or rechecking your Facebook settings.

Form Mapping Issues

  • Ensure that the form fields in Facebook match the fields in the CRM. Incorrect mapping can lead to data loss.