Mapping your Facebook form fields correctly is what makes data flow smoothly between Facebook and the CRM. This guide walks you through selecting and mapping the right fields, so that information from your Facebook forms lands in the right places in your account.

If you haven't mapped any Facebook form fields yet, you'll need to do so before the integration will work properly. Before you start, make sure the custom fields you need are already created in the custom fields area.

Mapping the Fields

Start by opening the Integrations section. This is where you manage all the connections between the CRM and external platforms like Facebook. Find the Facebook integration, click the three dots next to it, and select Form Field Mapping.

Forms that have already had their fields mapped will show a status toggle. To edit the mapped fields, click the edit icon next to the form. If a form hasn't been mapped yet, click Map Fields to get started.

Fields will be matched to system fields automatically where possible. For any that don't match automatically, select one of your custom fields from the drop-down menu. Getting these aligned correctly is what keeps data transferring cleanly between the two platforms.

Once you've mapped the fields and made any adjustments, click Confirm to save your settings.

Mapping your Facebook form fields accurately is what keeps data integration running smoothly. Follow the steps above to make sure information from your Facebook forms is transferred and organised correctly in the CRM.

Troubleshooting Tips

Why are my Lead Ads not making it into my account?

  • Make sure you're an admin of the Facebook page and that the correct Lead Ad form is selected in Facebook Ads Manager. Then verify the form's mapping in your account settings.

How can I fix missing leads or errors in lead synchronisation?

  • Check your business and ad account settings to confirm the correct permissions and connections are in place. Verify that the Page Owner matches the Ad Account Owner and that lead access permissions are correctly assigned.

What steps should I take if a Page is missing or access is denied during integration?

  • Make sure the Page Admin has the necessary permissions, and try adding a second admin if needed. Follow the steps to grant the required access and verify your integration settings.