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Facebook Lead Ad Forms Integration

Learn how to integrate your Facebook business account with Vtiger CRM.
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Bindu Rekha Babu
27 May, 2024 - Updated 1 hour ago
Table of Contents

Introduction

There are about 2.4 billion Facebook users across the world today! 

Mind-boggling, isn’t it? 

Do you see what we see - potential leads these numbers could generate if you could capture this data?

Facebook Lead Ads and Lead Forms 

Facebook Lead Ads appear on Facebook and allow you to promote your products or services. They also help you discover customers and collect information from them. 

Let us take an example. Travel agencies routinely run Ads on Facebook, and they pop up on your Facebook account depending on your interest. Companies use these Ads to generate interest, traffic, and business. 

Have you ever clicked on these Ads?

If you had, you would have been prompted to fill in a form and add detail such as such as name, phone number, etc. Upon entering the details, you would have received a call from the travel agency about the trip you are interested in.  

The form that you entered your details in is called a Lead Form. Created by Facebook, it is a lead-generating Ad feature that uses forms to collect customer data. You can also add custom questions to help you understand customer requirements.

 

How is a Lead Ad useful to you?

As a business, you can easily create a Lead Ad and use it to run campaigns and Ads and capture information. And just like that, leads are generated for you with all related data!

But how do you get all this information into your CRM? 

Vtiger CRM users can import information from Lead Ads into the CRM. The questions in the Lead Forms actually form the data fields, which are mapped to related module fields in the CRM. 

When you integrate your Facebook account with Vtiger CRM:

  • Fields in the Lead Form questions sync with the related module fields.
  • Data is updated in the CRM.
 

For example, if you want to capture data for the Contacts module, you must:

  1. Create questions in the form that captures user data.
  2. Ensure you have mapped the Lead Form fields to the Contact module’s fields.
 

Facebook Business Page

You need a Facebook Business Page account to create and run Ads. 

Let us see how Leads Ads work

  • Create a Facebook business account if you don’t have one already.
  • Create Ads about your products or services using Forms.
  • Run marketing campaigns using these Ads.
  • Ads pop up on the pages of Facebook users. 
  • Whenever they click on an Ad, a form asks the user to enter their username, email ID, etc.
    • Alternatively, users can either sign in or subscribe to your Ad.
  • This information is captured in the form of lead data.
  • When you integrate your Facebook account with Vtiger CRM, all lead data captured on Facebook is automatically updated into the CRM.  

Easy, isn’t it?

Note: 

  • You can use your Facebook business account to promote your brand, showcase your offerings, capture lead data, interact with your customers, etc. 
  • You can integrate your Facebook account with Vtiger CRM’s Social module and manage your Facebook account directly from the CRM. 

Interested? Read on to find out how you can integrate your Facebook account with your CRM to capture lead information and grow your business exponentially.
 

Enabling Duplicate Prevention

When using Facebook Ads Lead forms, keeping your Leads and Contacts records up-to-date is important. 

Enabling the Duplicate Prevention checkbox helps ensure that if a customer or contact with an existing record in your CRM fills out a Facebook or Google Ads Lead form, the CRM will update their existing record instead of creating a new one. This helps keep your CRM organized and avoids creating duplicate entries.

Note:

  • If a contact who is already in your database fills out a Facebook or Google Ads lead form, the sync or import process will ignore the record.
  • You won't be notified if a customer adds new information or fills out a form.

Feature Availability
 

Edition

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One Professional

One Enterprise

Feature Availability

Vtiger Academy

 

Benefits of Facebook Lead Ads Integration

The following are the benefits of Facebook integration with Vtiger CRM:

  • Create and customize your Ad content easily using Forms.
  • Promote your products and services to a global audience,
  • Capture lead data from multiple campaigns automatically, making the process effortless and instantly getting leads delivered to the CRM.
  • Respond quickly to a lead; your post will provide different contact options like email and phone number. 
  • Use the live chat option to speak to potential leads.

In this article, you will learn about the following:

  • Creating a Facebook Business Account
  • Creating a Business Page
  • Installing and syncing Facebook with Vtiger
  • Creating Lead Ads on Facebook
  • Downloading Lead Information 
  • Generating Reports

Creating a Facebook Account

 

Do you have a Facebook account? We are sure you do. 

If you do not, click here to create a Facebook account. 

 

We recommend that you:

  • Create a separate account for your business. Do not use your personal accounts.
  • Note down the account ID, password, phone number, and email ID you entered while creating an account. If you lose your password or your ID, you will need this information to gain access to your account again.
 

Creating a Business Page

There are two ways to create a Facebook business page after you have created a Facebook account:

 

Option 1: From the Facebook homepage

Follow these steps to create a business page:

 
  1. Click on the Create a Page link on the Facebook homepage.
 ​
  1. Sign in to your Facebook account.
  1. Start creating your profile.
 

Option 2: From your Facebook account

  1. Log in to your Facebook account.
  2. Click on the drop-down arrow on the right corner of the screen.

  1. Select the Create a Page option.
  2. Start creating your profile.

Note: Save the data you have used to create your business profile in a secure and easily accessible document.

Creating Lead Ads on Facebook

Before you create a lead Ad:

  • Identify the product or service you want to promote
  • Identify a target audience
  • Plan on the steps to take once you obtain lead data
  • Ready the content that needs to be a part of the lead Ad

 

Follow these steps to create a lead Ad in Facebook Ad Manager:

  1. Log In to your Facebook Page.
 
  1. Click Menu.
  2. Click Ad Manager.
 
  1. Click I Agree to accept the Facebook advertising policies.
 
  1. Click Done.
  2. Click OK.
 
  1. Click Confirm to confirm your Facebook Page.
  2. Add a Payment method.
  3. Click Continue.
 
  1. Select Leads as the Campaign objective.
  2. Click Continue. Add Campaign page appears.
 
  1. Enter or select information for the following:
    1. Campaign name: Enter a name for your campaign.
      1. Create or select a template if required.
    2. Special ad categories: Select a category from the drop-down.
 
  1. Campaign details: Add other campaign details.
  2. Click Next.

  1. Ad set name: Enter a name for the Ad set.
  2. Conversion Location: Select where you want to generate leads.
 
  1. Performance goal: Select an option from the drop-down.
  2. Click View Terms and Agree to Meta’s terms and conditions.
  3. Enter Cost per result goal.
 
  1. Budget and Schedule: Set the budget and schedule the ad.
    1. Select the Budget interval from the drop-down.
    2. Enter the Budget.
    3. Enter the ad start date and time.
    4. Select and enter the ad end date if required.
 
  1. Enter Audience details.
 
  1. Select a Placement.
  2. Click Next.

  1. Ad name: Enter a name for the ad.
  2. Identity: Select your Facebook page and Instagram account if required.
 
  1. Ad Setup: Select an Ad format.
 
  1. Ad Creative: Select the media, text, and destination for your ad.
    1. Enter the ad’s Primary text.
    2. Enter the ad’s Headline.
    3. Enter the ad’s Description.
    4. Select a Call to Action option from the drop-down. 
 
  1. Click Create Form and enter all the requirements to collect the required information.
 
  1. Set up Tracking if required.
 
  1. Use the Ad Preview panel on the right to preview your created ad. 
  2. Click Publish. You will be redirected to the Ads Manager page. 
  3. Review your Ad.
  4. If you are ready to go, click Confirm.

You are now ready to run your Ad.

Installing and Syncing Facebook with the CRM

This process consists of the following steps:

  • Step 1 - Installing Facebook extension from the Extension Store
  • Step 2 - Syncing your Facebook page to the CRM
 

Note: Facebook is not available by default on your CRM. You will have to install it from the Extension store.

 

Step 1 - Installing Facebook extension from the Extension Store

Follow these steps to install the Facebook extension:

  1. Log in to your CRM account.  
  2. Click the User Menu on the top right corner of the screen.
  3. Click the Settings button.  
  4. Scroll down to the Extensions section.
  5. Click Add-Ons.
 
  1. Search for Social
  2. Click Install.
 

Step 2 - Syncing your Facebook page to the CRM

Follow these steps to sync the Facebook page you want to sync with the CRM.

  1. Log in to your CRM account.  
  2. Click the User Menu.
  3. Click Settings.  
  4. Click Facebook under Extensions.
​​​​​​​  
  1. Click Sync corresponding to your Facebook page.
  2. Click Lead forms.
  3. Select the required Lead form.
    1. Enable Sync and map fields and recent leads.
    2. In the Field Mapping tab, sync leads from Now to one month, two months, or three months ago.
    3. Select a module to create a record when a new lead is added through a lead form.
    4. Map fields from the Facebook form to Vtiger records.
    5. Set additional field values and map the fields from the Facebook lead form to the Vtiger CRM record.
    6. You now have the following two options while setting the default value in Webform or Facebook form for a date field:
      1. RAW text (for a fixed date)
      2. Expression
        1. Today
        2. Tomorrow
        3. Yesterday
        4. add_days
        5. add_weekdays
        6. Sub_days
  4. Map the fields of the Lead form to the Vtiger CRM record.
  5. Click Save.

Downloading Lead Information 

After you have run your Ad and generated leads, you can download lead data from your Page. 
 

Follow these steps to download lead data from your Page:

  1. Log in to your Facebook Page.
  2. Click on Publishing Tools at the top of your Page.
  3. Click the Lead Ads Forms tab. The Forms Library is displayed.
    1. Note: Lead Ads Forms are visible to Page Admins and Page Advertisers after you have created a lead ad campaign.
  4. Select a form.
  5. You can download new leads or leads generated within a date range:
  1. Click Download New Leads if you want to download leads you have received since your last download.
  2. Click Download by Date Range if you only want to download leads for a certain time period.  

Generating Reports

One of the biggest benefits of integrating Facebook with Vtiger is the reports you can generate. 

Reports tell you:

  • How many contacts were created from a particular campaign?
  • How much revenue was generated by running a campaign based on purchase history?
  • Which product or service garnered more interest or hits in a campaign?
  • What kind of budget allocation needs to be done for similar campaigns?

Follow these steps to run reports:

  1. Click the Main Menu.
  2. Go to the Marketing tab.
  3. Click Campaigns.
  4. Click Campaign Type.
  5. Select Facebook Lead.

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