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Boost Your CRM with Facebook Lead Ads Integration

Published on: November 17 2023 by Pabbly

Boost Your CRM with Facebook Lead Ads Integration

Table of Contents

  1. Introduction
  2. Setting up Facebook lead ads
    • Creating a Facebook page
    • Running lead ads
  3. Integrating Facebook lead ads with Copper CRM
    • Logging into Pablo
    • Creating a workflow
    • Connecting Facebook lead ads to Pablo
    • Selecting the page and lead generation form
  4. Testing the integration
    • Filling the lead form
    • Checking the response in Pablo
    • Integrating Copper CRM with Pablo
    • Mapping contact details
    • Checking the lead in Copper CRM
  5. Conclusion
  6. FAQs

Introduction

In this article, we will learn how to add Facebook lead ads to Copper CRM. If you have created a Facebook page to advertise your business and are running lead ads on that page, you may want to automatically create new leads in your CRM software application whenever a form is filled and a new lead is captured. To achieve this, we will integrate Facebook lead ads with Copper CRM using an automation tool called Pablo. Follow the step-by-step guide below to set up the integration and start automatically adding leads to your Copper CRM account.

Setting up Facebook lead ads

To get started, you need to create a Facebook page for your business and run lead ads on that page. This will allow you to capture lead details and integrate them with Copper CRM.

Creating a Facebook page

  1. Log into Facebook and go to the Pages section.
  2. Click on the "Create Page" button and select the appropriate category for your business.
  3. Follow the prompts to set up your page, including adding a profile picture and cover photo, providing business information, and customizing the page layout.

Running lead ads

  1. Once your Facebook page is set up, navigate to the Ads Manager section.
  2. Click on the "Create" button and choose the objective of your ad campaign as "Lead Generation".
  3. Follow the prompts to create your lead ad, including selecting the page you created earlier, defining your target audience, and designing the ad creative.
  4. Set up the lead form by specifying the information you want to capture from the leads, such as full name, phone number, and email address.
  5. Launch your lead ad campaign and start collecting leads.

Integrating Facebook lead ads with Copper CRM

To integrate Facebook lead ads with Copper CRM, we will be using a tool called Pablo. Follow the steps below to set up the integration:

  1. Log into Pablo at pably.com using your account credentials. If you don't have an account, click on the "Sign up for free" button to create one.
  2. Once you are logged in, navigate to the "All Apps" section and access Public Connect.
  3. In the Public Connect dashboard, click on the "+" button to create a new workflow. Provide a name for the workflow, such as "Facebook lead ads - Copper integration", and click on "Create".

Connecting Facebook lead ads to Pablo

  1. In the workflow creation window, you will see a trigger window and an action window.
  2. In the trigger window, select "Facebook lead ads" as the application name.
  3. Choose the trigger event as "New lead (instant)" and click on "Connect".
  4. Click on "Add new connection" and authorize the connection with Facebook lead ads.
  5. Select the appropriate Facebook page and lead generation form that you want to integrate with Copper CRM.
  6. Save the connection and send a test request to ensure the integration is set up correctly.
  7. Fill out the lead form on your Facebook page using dummy customer information to generate a response for testing purposes.

Integrating Copper CRM with Pablo

  1. Scroll down to the action step in the workflow creation window.
  2. Choose "Copper" as the application name for the action.
  3. Select the action event as "Create lead" and click on "Connect".
  4. Add a new connection and provide the Copper API key and the email address associated with your Copper account.
  5. Save the connection and map the contact details retrieved from the trigger response to the appropriate fields in Copper CRM.
  6. Send a test request to ensure the lead creation in Copper CRM is successful.

Testing the integration

To test the integration, follow the steps below:

  1. Fill out the lead form on your Facebook page using different customer information from the previous test.
  2. Check the response in Pablo to ensure that the lead details are captured correctly.
  3. Refresh your Copper CRM account and verify that a new lead has been created with the correct details.

Conclusion

By integrating Facebook lead ads with Copper CRM using Pablo, you can automate the process of capturing and adding leads to your CRM system. This streamlines your lead generation process and ensures that no valuable leads are missed. Experiment with different lead ad campaigns and optimize your conversion rates by efficiently managing your leads in Copper CRM.

FAQs

  1. Can I integrate other CRM software with Facebook lead ads using Pablo?

    • Yes, Pablo supports integration with various CRM software applications. You can follow a similar process to integrate them with Facebook lead ads.
  2. Is Pablo a free tool?

    • Pablo offers a free plan that allows you to perform a limited number of tasks per month. You can upgrade to a paid plan for additional features and higher task limits.
  3. What other automation capabilities does Pablo offer?

    • Apart from integrating Facebook lead ads with CRM software, Pablo offers a wide range of automation capabilities. You can connect different applications, create workflows, and automate various business processes.
  4. Can I customize the lead form fields in Facebook lead ads?

    • Yes, Facebook lead ads provide flexibility in customizing the form fields based on your lead capture requirements. You can choose the information you want to collect from leads and optimize the form for better conversions.
  5. Does integrating Facebook lead ads with CRM require any coding knowledge?

    • No, with tools like Pablo, you can integrate Facebook lead ads with CRM software without any coding knowledge. The integration process is user-friendly and can be easily set up using the provided interface.

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