How to use Facebook lead automation to improve your ads

Facebook has no shortage of helpful integrations and automation options. For advertisers and marketers, possibly the most helpful ad format that Meta has ever released is Facebook lead ads.

In the past, it was very time-consuming to gather lead ads data from Facebook and upload it into any given marketing tool or software. Now, 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 click an ad and still stay on the platform (Facebook) while submitting 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. 

This user-centric approach encourages more users to actually interact with ads, which for advertisers means higher conversions. That’s the main reason why businesses in general really get excited about lead ads. 

Still not sure how these ads work? Learn more about Facebook lead ads here.

How to automate Facebook lead ads

The word “automation” may lead some people to believe that they don’t have to lift a finger. We wish! Good news is that there are some ways to make the process of collecting and nurturing leads from Facebook a lot easier.

Here’s what you should channel your marketing efforts toward: 

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 who see the ads are interested in what’s being advertised. How do you do that?

Facebook lead automation software makes this process fairly straightforward to follow. It comes down to targeting specific characteristics of individuals through Facebook’s very own platform. 

Meta lets you target your audiences based on a wide range of parameters. Anything from age and occupation to even their hobbies and interests.

Create ads based on the stage of the funnel

Now that you have your targeting in order, you need to brush up your ads’ content. Optimize ads through Facebook based on their stage in the sales funnel which means considering your audience’s needs and interests. 

For example, if they’re at the top of the funnel in the awareness stage, use simple ads that are directed toward specific problems. Or, when in the consideration stage, they probably need more details about each product in order to move on and make a decision. 

The lower you move in the funnel, your ads should cover more details. This approach addresses the problem the user is having but explains a little further how the problem can be solved.

It does take some trial and error for you to create a structure for Facebook lead ads. Then, you are able to present your leads who are in a specific stage of your funnel to the ad that they can actually relate to.

It’d be a good idea to create multiple ad sets for each stage of the funnel. Meta’s custom audiences feature allows you to single users out based on defined criteria, so you can make sure they will continue to see your ads. This will give you more than one chance to convert the lead.

Automating this process further is also a possibility. You can create rules for your ad sets in Meta Ads Manager easily. Then once your ads meet specific criteria (CPC rising, etc.), these rules will activate a trigger.

Triggers can be anything from increasing daily ad spend to adjusting the time range for the running ad.

Meta has many 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.

Once you have targeted audiences with lead ads, you’ll have a ton of data which you can download in CSV format from Meta in order to nurture them. Doing this manually is a time-consuming process and can ultimately impact the quality of the leads as they sit on the shelf and age. 

This is where integrations and official third-party automation providers come in to save the day, and your leads.

Set up your Facebook lead automation software

What you want is a streamlined lead generation and management process. Using Facebook lead automation software like LeadsBridge can offer several advantages to businesses looking to automate their lead management workflows. 

Here are some potential benefits:

• Real-time sync: Instantly transfers lead data to your CRM as it comes in.
• Reduced errors: Minimizes manual entry to cut down on human errors.
• Better nurturing: Accurate data enables timely, personalized follow-ups.
• Flexible integrations: Connects with various CRMs and marketing tools.
• Custom mapping: Aligns Facebook lead data with your CRM structure.
• Multi-channel support: Integrates beyond Facebook for centralized management.
• Enhanced tracking: Monitors lead quality and campaign performance.

Automation software like LeadsBridge can save you a significant amount of time by automating data transfer between your advertising platforms and Meta. 

This could be 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 your newly acquired leads into a company’s customer relationship management (CRM) system. This automation guarantees that data is recorded without error and leads can be nurtured in a timely manner for converting them into potential clients.

Facebook lead ads-CRM automation helps further streamline the process. This setup enables you to get started on leads as soon as they come in and nurture them before they lose interest.

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

• Custom integrations: Use tools like Webhooks and the Meta API to set up your own lead syncing system.
• Third-party integrations: The easiest and quickest way to connect Facebook lead ads with your CRM, using platforms like LeadsBridge.

These symbiotic strategies help you optimize lead generation. But that’s not all. It improves 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 these are ready to be integrated through LeadsBridge for free.

Once you have created data bridges with Facebook lead ads, you can 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 the leads you’ve 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.

Facebook instant form – Zoho CRM leads automation

Facebook instant forms integration with your CRM offers robust lead management possibilities. With Facebook lead ads and Zoho CRM, this entire process can be automated. 

Lead data from Meta is instantly transferred into Zoho CRM, so you can make sure every lead is captured and properly organized.

With a birds’-eye view over your data, your team can also take action right away to follow up, offer discounts or even finalize a sale.

Benefits of connecting Facebook instant forms with Zoho CRM via LeadsBridge

Real-time lead sync to Zoho CRM

The moment someone fills out a Facebook instant form, their data is instantly sent to Zoho CRM. This real-time sync means your sales team can follow up immediately while they are still interested.

Accurate data transfer into Zoho CRM modules

LeadsBridge helps you make sure that all your lead data flows directly into the correct modules in Zoho CRM. This includes Leads, Contacts, or Deals. The automated process means cutting down on manual data entry errors.

Lead scoring and prioritization in Zoho CRM

Once leads are in Zoho CRM, you can use the platform’s lead scoring features to prioritize leads based on their data or activity. LeadsBridge’s integration allows you to automate this process so that high-quality leads are prioritized for faster follow-ups.

Automated lead assignment

Using Zoho CRM’s workflow automation, you can automatically assign leads to the right sales reps based on criteria like location, industry, or lead score. The seamless integration with LeadsBridge ensures that these workflows are triggered as soon as a new lead enters the CRM.

Custom field mapping for precise data collection

LeadsBridge allows you to map custom fields from instant forms to specific fields in Zoho CRM. This means you can capture additional details that are important to your business. This may be budget, timeline, or specific product interests, and use them for better lead segmentation and running targeted follow-ups.

Automated follow-ups and nurturing

Once leads are in Zoho CRM, you can automate personalized email or SMS follow-ups based on the lead’s data or behavior. For example, Zoho’s Blueprints and Zoho Campaigns can send nurturing emails to leads based on their interactions.

Lead analytics and reporting

With all leads flowing directly into Zoho CRM, you can use the platform’s analytics and reporting tools to track:

• Lead sources
• Conversion rates
• And campaign performance.

This helps you measure the ROI of your Facebook ad campaigns and adjust your strategies for better results.

How to automate lead generation ads with Facebook-ActiveCampaign CRM

IIntegrating ActiveCampaign with Facebook lead ads helps channel the leads you have generated from your lead ad campaigns. Then, it immediately sends them into ActiveCampaign’s CRM system. 

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

With each incoming lead acting as a trigger, ActiveCampaign starts 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. It also optimizes 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. 

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 via LeadsBridge

With LeadsBridge, there are a few ways that you can activate 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.

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.

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.

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.

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.

Our top integrations

The best automation that advertisers can leverage offers the ability to:

• Sync new leads with a CRM / email software
• Send welcome emails to new leads
• 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. Meta Conversions API integrations 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 Meta Conversions API.

Benefits of Facebook lead ads – CRM automation

Using Facebook lead ads without CRM automation leads to poor performance. 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.

Most often, the first business that follows up with the lead is the one that ends up with a new client. Also, manually transferring lead data just doesn’t meet modern customer expectations.

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

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

5 Simple ways to automate Facebook lead ads

When someone fills out a Facebook lead ad, you want to follow up quickly. However, downloading leads, copying data, and sending emails manually take time and even lead to lost opportunities in the process. 

Here are five simple things you can automate by connecting Facebook lead ads to your CRM:

1. Send new leads straight to your CRM

Checking Facebook every day and uploading new leads yourself is not enough. Instead, set up an automation that sends each lead to your CRM as soon as it comes in.

For instance, add leads from Facebook to HubSpot, Salesforce, or Zoho CRM via automation.

2. Get alerts when a new lead comes in

You can get an email, text, or Slack message every time a new lead is captured. This keeps your team in the loop so they can act fast, especially for leads that need quick contact.

Do you want to get alerts every single time a lead is transferred? LeadsBridge’s email receipt feature lets you easily track leads by enabling email notifications for each new lead. All you have to do is toggle the switch at the bottom of the bridge setup page.

3. Add leads to email marketing lists

You can connect your lead ads to your email tool and add each new contact to your email list automatically. This is useful if you want to send follow-up emails.

This could be welcome emails, free resources, or newsletters right after someone signs up.

For example, add new leads to Mailchimp or ActiveCampaign and send an automatic welcome email or SMS.

4. Create new deals or tasks in your sales pipeline

If you have triggers already set up, an incoming lead will start an email sequence or send alerts to a sales rep. Each new lead can create a deal or task in your CRM. This helps your sales team track what stage the lead is in and what actions to take next.

Let’s take a look at an example. Via automation and preset rules, a new deal in Pipedrive or a task in Monday.com gets created when a lead comes in.

5. Save lead data in a spreadsheet

You can also keep a backup of all leads in a spreadsheet like Google Sheets. This gives you an easy way to view, sort, or share lead data with your team, even if they don’t use the CRM.

Using Google Sheets as a CRM allows you to add each new Facebook lead to a row in Google Sheets automatically.

Takeaways

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

LeadsBridge makes it easier to connect these valuable tools to collect and nurture leads in all stages of the sales funnel. On the other hand, Facebook lead automation possibilities are available to anyone with any level of expertise.

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 really take advantage of what Facebook lead ads have to offer.

Discover all the possible integrations you can for Facebook lead ads here.