Setting Up Facebook Integration in Your CRM
Facebook Integration allows you to automatically capture lead information from Facebook Lead Ads and sync it directly into your CRM. Once connected, new Facebook leads can trigger automated workflows, populate your sales pipelines, and start nurture campaigns without any manual data entry.
Understanding Facebook Integration
This integration connects your Facebook Business Page to your CRM sub-account, enabling seamless transfer of lead data from Facebook's Instant Forms. The connection also supports automation through CRM Workflows and can include your Instagram Business account if it's linked to your Facebook page.
Key Benefits of Facebook Integration
- Automated Lead Capture: New Facebook leads automatically sync to your CRM
- Field Mapping: Match Facebook form responses with specific CRM fields
- Sync Flexibility: Choose to import historical leads or only new submissions
- Workflow Triggers: Launch automated sequences when leads submit forms
How to Connect Facebook to Your Sub-account
Step 1: Access Sub-Account Settings
Click on the Settings option located in the bottom-left corner of your screen.
Step 2: Navigate to Integrations
Within the Settings menu, scroll down the left-hand navigation and select Integrations.
Step 3: Connect Facebook-Instagram
Find the Facebook-Instagram integration card in the top-right section of the Integrations screen and click Connect.
Step 4: Complete Facebook Authentication
A pop-up window will prompt you to log into your Facebook account. Ensure you:
- Log into the correct Facebook account
- Approve all required permissions (especially access to leads and page data)
- Select the appropriate Facebook Page for integration
Note: You need Admin access to both the Facebook Page and its connected Business Manager.
Step 5: Configure Integration Settings
After logging in, select your preferences:
- Choose the specific Facebook Page to integrate
- Select your sync preference:
- All Leads: Import historical leads and all future submissions
- New Leads Only: Sync only leads submitted after integration
Tip: You can search for Facebook Pages by name after they finish loading. Accounts with many pages may take longer to load before search becomes available.
Step 6: Finalize the Connection
Click Connect and Continue to complete the integration. A green banner in the upper-right corner will confirm successful integration.
Step 7: Map Form Fields
Map your Facebook form fields to the corresponding CRM fields to ensure lead data (such as email, phone number, and name) is properly organized.
Frequently Asked Questions
What permissions are needed to connect a Facebook page?
You must be an Admin of both the Facebook Page and its associated Business Manager. If you encounter a "page not visible" error, verify your permissions and try again.
Can I connect multiple Facebook pages?
Yes, you can connect multiple Facebook pages to a single sub-account.
What should I do if my token expires?
You'll receive a reconnection prompt. Follow the reconnection process to restore the integration.
Can I trigger workflows with Facebook form submissions?
Yes, use the Facebook Lead Form Submitted workflow trigger to start automations when new leads arrive.
How can I test the integration?
Use Facebook's Lead Ads Testing Tool or submit a test form manually to verify that leads appear in your CRM.
Does this integration work with Instagram leads?
Yes, if your Instagram Business account is connected to your Facebook Page.