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How to use Facebook lead automation to improve your ads

Over the years, Facebook has had no shortage of helpful integrations and automation. For advertisers and marketers, possibly the most helpful tool that Facebook has ever released is Facebook lead ads.

For a while, it was very time-consuming to gather lead ads data from Facebook and upload it into any given marketing tool or software. Now, however, there are plenty of ways to automate this process.

For example, LeadsBridge creates integrations that connect your Facebook lead ads to your marketing software. These data bridges help you transfer new lead data coming in from Facebook directly to your CRM or email marketing software automatically and in real-time. 

Before diving too deep into Facebook lead ads automation, there are a few basic bits of information that need to be covered.

What is Facebook lead ads automation exactly?

Facebook lead ads are an advertising tool useful for both advertisers and prospects, as they don’t send users to external landing pages. Instead, users can stay on the platform (Facebook) and submit their lead form. Facebook lead automation software simply streamlines this process.

The reason why this has become the go-to solution for advertisers is that users don’t have to leave the Facebook platform whatsoever. It speeds up the process and doesn’t leave the user feeling like they’re playing cat and mouse. 

Without going too much further into detail, it’s easy to see and understand how advertisers and businesses in general really get excited about Facebook lead ads. If you’d still like to learn more about Facebook lead ads, check out this article from our blog.

How to automate Facebook lead ads

The word “automation” may lead some people to believe that they don’t have to lift a finger. Unfortunately, that’s not entirely true, but there are some ways to make the process of gathering and nurturing leads from Facebook a lot easier.

Focus on target audiences

The first and most important step in any ad campaign will always be targeting a specific audience. After all, you want to make sure that the people that are seeing the ads are people that are interested in what’s being advertised. How do you do that?

Luckily, Facebook lead automation software makes this process fairly straightforward to follow. In fact, it’s really as simple as targeting specific characteristics of individuals through Facebook’s very own platform. You can target anything from age and occupation to even their hobbies and interests.

Create ads based on the stage of the funnel

Based on their stage in the sales funnel, you can optimize ads through Facebook according to their needs. For example, if they’re at the top of the funnel in the awareness stage, the best bet would be to use simple ads that are directed toward specific problems.

Moving further along, perhaps the user is at the consideration stage, and they need more details about each product in order to move on and make a decision. At this stage, it would be wise to include some more detailed ads. This not only addresses the problem the user is having but explains a little further how the problem can be solved.

After some trial and error, you can create a structure for Facebook lead ads that allows you to show leads in a specific stage of your funnel the perfect ad, all based on the collected information.

It’d be a good idea to create multiple ad sets for each stage of the funnel. Since Facebook Custom Audiences singles users out based on defined criteria, you can rest assured that they will continue to see your ads. This will give you more than one chance to convert the lead.

You can further automate this process by creating rules for your ad sets. This can easily be done with Facebook Ads Manager, and it’s fairly straightforward.

With these rules, you can essentially make it to where once your ads meet specific criteria (CPC rising, etc.), then it will activate a trigger. These triggers can be anything from increasing daily ad spend to adjusting the time range for the running ad.

Regardless of the need, Facebook has built-in capabilities to help advertisers narrow in on their target audience and automate Facebook Lead Ads in general. All that being said, there are some downsides to Facebook lead ads.

With lead ads, advertisers still need to download the CSV files from Facebook in order to manage their new leads. This is a time-consuming process and can ultimately impact the quality of the leads. This, however, is where integrations and further third-party automation comes into play.

Set up Facebook lead automation software

Streamlining your lead generation and management processes is a game changer. Using Facebook lead automation software like LeadsBridge can offer several advantages to businesses looking to streamline their lead management workflows. 

Here are some potential benefits:

  • Real-Time Data Synchronization: Real-time synchronization ensures that lead data is transferred to your CRM or other systems as they come in. 
  • Reduced Human Error: Manual data entry is notorious for errors. Facebook lead automation software minimizes human intervention to transfer data between systems.
  • Enhanced Lead Nurturing: Having access to accurate lead data is the basis for timely, personalized follow-ups, and ultimately increased likelihood of converting your leads into customers.
  • Integration Flexibility: Facebook lead automation software like LeadsBridge supports integration with a wide range of CRM systems and marketing tools to let you choose the best suit your business needs.
  • Custom Data Mapping: LeadsBridge also allows you to map and customize fields between Facebook and your CRM. With this feature, you can make sure that the lead data collected aligns with your CRM’s structure and requirements.
  • Multi-Channel Integration: LeadsBridge integrations go beyond Facebook. It supports integration with other advertising and lead-generation platforms so that you can centralize your lead management.
  • Improved Lead Tracking: Facebook lead automation tools provide advanced tracking capabilities. This way, you can monitor the performance of your Facebook campaigns and the quality of the leads generated. 

Automation software like LeadsBridge can save you a significant amount of time by automating aspects of your Facebook marketing and advertising. 

Whether capturing, organizing, and transferring leads from Facebook to your CRM or other marketing tools, these integrations allow your team to focus on more strategic tasks

Facebook lead ads & CRM automation

Facebook lead ads and CRM automation combine social media marketing and effective customer relationship management. Integrating these lead advertising with CRM automation expands this process by smoothly funneling acquired leads into a company’s customer relationship management system. This automation guarantees that data is recorded accurately and swiftly, nurturing leads into potential clients.

Facebook lead adss-CRM automation help further streamline the process. This system enables you to get started on leads as soon as they come in and nurture them before it’s too late.

We’ve gone over many helpful Facebook lead ads integrations for marketers before, and in that article, there were 2 ways mentioned for integrating Facebook lead ads with a CRM:

  1. Custom Integrations – Custom integrations are exactly as they sound. They involve setting up custom tools to help you synchronize leads by using Webhooks and Facebook API.
  2. Third-party integrations – Third-party integrations are generally regarded as the fastest and easiest method for integrating Facebook lead ads with a CRM. For example, LeadsBridge is a great third-party platform that makes it essentially effortless to bring Facebook lead ads and your CRM together.

These symbiotic strategies not only optimize lead generation but also improve the overall customer experience by offering timely and personalized interactions based on the collected data. This results in stronger and more profitable connections.

CRMs like Salesforce®, HubSpot, and Mailchimp are among some of the most popular integrations for Facebook lead ads, all of which are ready to be integrated through LeadsBridge.

Creating data bridges with Facebook lead ads helps you connect the lead data collected with third-party tools for further follow-up and nurturing of leads. These integrations help streamline the lead generation process and enable you to effectively manage and convert the leads generated from your Facebook campaigns.

Below, you can find some of our most popular integrations for Facebook lead ads.

If you’re looking for any other specific integration, here is our full integrations list.

How to automate lead generation ads with Facebook-ActiveCampaign CRM

Integrating ActiveCampaign with Facebook lead ads creates a robust solution for automating your lead generation process. This integration channels the leads you have generated from your lead ad campaigns and immediately sends them into ActiveCampaign’s CRM system. 

Then, the platform’s advanced automation capabilities let you automatically segment incoming leads based on their interests, behaviors, and interaction data.

Once these leads are in ActiveCampaign, it can start running automated workflows you have previously defined. These can be: 

  • Sending personalized email follow-ups,
  • Creating custom audience profiles for targeted campaigns, 
  • Or starting a sequence of nurturing emails that guide the leads through the buying journey

This level of automation can significantly increase the precision of your marketing efforts and optimize the overall performance of your lead generation strategy.

LeadsBridge offers a seamless connection between Facebook lead ads and ActiveCampaign. This direct bridge improves both your data accuracy and the campaign’s efficiency. 

This automation can potentially get a quicker response from your team to interested users. In addition, it ensures a consistent and personalized experience for every lead, significantly boosting the likelihood of conversion from prospect to paying customer.

Facebook lead automation to Google Spreadsheet

An efficient way to manage and analyze leads from Facebook is by integrating Facebook lead ads with Google Sheets via LeadsBridge. An integration between the two platforms automates the data entry process by transferring lead information directly into a Google Sheet. 

This data transfer takes place in real-time and is particularly useful if you are looking to streamline your lead management without the need for complex CRM systems.

As soon as a lead completes a form on Facebook, this integration pushes their information to Google Sheets. With lead data stored in Google Sheets, your team members can easily create custom columns for lead scoring, comments, or follow-up tasks. This eliminates the manual process of data entry and helps you focus more on nurturing and converting leads.

LeadsBridge provides a straightforward integration tool that connects Facebook lead ads to Google Sheets to create a smooth and secure data transfer. Learn how to set up this integration here.

How to automate Facebook lead ads notification LeadsBridge

With LeadsBridge, there are a few ways that you can set up your notifications for Facebook lead automation. These notifications all rely on one thing: setting up a data bridge. For the most part, each bridge will be set up the same way. 

In this example, we will show you how to automate Facebook lead ads notifications by connecting Facebook with LeadsBridge’s Email Notification tool:

Before you start

First of all, log in to your LeadsBridge account or – if you don’t have one yet – create one for free. Once you’re inside the LeadsBridge app, click on the Create new bridge green button at the top left of the screen.

How to create a bridge in LeadsBridge

Step 1: Creating your bridge

On this screen, you can select your source – which is Facebook lead ads – and your destination – Email Notification. In order to do so, simply add your tool by searching in the drop-down, or typing it in. When you’re done, click Continue.

Facebook lead ads integration with Email notification

Step 2: Account authorization

Here, you’re required to connect your Facebook and Email Notification accounts to allow LeadsBridge access to each of your platforms.

Select source and destination on LeadsBridge

Step 3: Fields mapping

Once you’ve linked your accounts, you can start matching fields. Make sure that all your Facebook lead ads fields match with the ones required by Email Notification to guarantee a perfect data transfer.

Fields mapping on LeadsBridge

After ensuring that the fields have been matched, you can click Save & publish and tadà! Your bridge is successfully completed and will start running data automatically and in real time.

Bridge completed

Our top integrations

The best automation that advertisers can leverage offers:

  • The ability to sync new leads with a CRM / email software
  • The ability to send welcome emails to new leads
  • The ability to send an email or SMS notification to the sales representatives

All of this is possible through LeadsBridge.

LeadsBridge also makes it possible to track conversions that occur offline through Facebook Conversions API for CRM. Here, automation exists in the advertiser’s ability to sync the CRM data with the advertising platform. This will allow the advertiser to understand the impact of campaigns not only in terms of how many leads are being gathered but also how many conversions are made.

Below are some of our most popular integrations for Facebook Conversions API for CRM.

Benefits of Facebook lead ads – CRM automation

Just like you set up automatic payments for your phone bill or your Netflix subscription, Facebook lead ads – CRM automation is just as essential. The ability to streamline sending lead data directly to your marketing software frees you from a colossal waste of time and effort.

Without Facebook lead ads – CRM automation, you’d have to remember to check new leads coming in every few days to manually download them from your Ads Manager and upload them into your CRM.

This operation is not only time-consuming and at risk of errors, but it’s also the cause of many lost business opportunities. Why?

Because today a fast time to lead is essential to guarantee a successful conversion. Many times, the first business that follows up with the lead is the one that ends up with a new client.

Now you understand how manually transferring lead data is just not corresponding to modern customers’ expectations.

Instead, automated solutions such as LeadsBridge’s lead ads integrations allow you to streamline the process of moving leads across platforms and run immediate follow-ups as your leads come in. 

Below are some of our most popular integrations with Facebook lead ads.

If you’d like to learn more about how to connect Facebook lead ads, read this article.


When it comes to Facebook lead automation, there’s a lot to know. Many tools and software easily integrate with Facebook lead ads, but it’s not always easy creating your own custom integrations.

This is where tools like LeadsBridge come into play. Not only does it make it easier to connect these valuable tools, but it also makes it easier to collect and nurture leads in all stages of the sales funnel.

According to Meta, about 8 billion people are currently using their platforms. That’s the opportunity of a lifetime for any business. It’s all about finding the right audience and automating the process.

If you create custom audiences for each stage in your sales funnel, you can essentially completely automate the process even further by automatically finding the right people for the product or service.

Facebook lead automation is made easy for most people to use. Thanks to Meta, there are lots of tools out there for any marketer or advertiser. Once you find the right ads to show to the right audience and the right time and connect them with your favorite CRM, you can truly take advantage of what Facebook lead ads has to offer.


Zachary McDaniel

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