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  1. Connect Facebook Lead Ads to My CRM Example with LeadsBridge

Connect Facebook Lead Ads to My CRM Example with LeadsBridge

Facebook Lead Ads » My CRM Example

In this article, you'll learn how to set up the bridge and connect Facebook Lead Ads to My CRM Example using LeadsBridge.

Benefits

Facebook Lead Ads are a type of ads specifically designed to collect leads. In comparison to traditional ads that drive to website landing pages, with Facebook Lead Ads, the process of generating leads on Facebook is much easier. In fact, when users click on a Lead Ad on Facebook they instantly visualize a registration form to leave their data, without leaving the social network. The opt-in forms are pre-filled.

Facebook Lead Ads are optimized for mobile navigation and allow advertisers to easily collect leads from smartphones and tablets. User's data, in fact, are automatically added by Facebook which takes them from their personal profiles.

How to set up your bridge step-by-step tutorial

Before you start

  1. Head over to the left sidebar and click on Bridges
  2. You'll be taken to the Bridges section of your account
  3. Click on the Add New button
  4. You'll be taken to the first step of the bridge creation

Step 1: Bridge's Main information

  1. Choose a name for your bridge (this will only be visible inside LeadsBridge)
  2. You may add labels to help you identify your bridge later
  3. Choose Facebook Lead Ads as the source for your bridge
  4. Choose My CRM Example as the destination
  5. Click on the Next button

Step 2: Setup your Facebook Lead Ads source

  1. Select the Facebook Ad Account, Page and the Lead Ads Form from the dropdown
  2. If you didn't add your Facebook Ad Account yet, please click on the "Add Ad Account" button or read how to connect a Facebook Ad Account.
  3. Click on the Next button

Step 3: Setup your My CRM Example destination

  1. Type in the integration's name in the dedicated field
  2. Enter your details where you want to send your leads
  3. Click on the Next button
  4. You'll now be able to select the destination segment to send your leads to
  5. You may choose to receive an email receipt for each incoming lead.
    • Type the address(es) where you'd like to receive the receipt
    • You may also modify the Subject line of the email
  6. Click on the Next button

Step 4: Fields Mapping

Here you'll be able to map your source information with your destination fields.

You'll see a field name with the destination integration's logo at the top, this indicates the name of the field on My CRM Example.

Underneath there's a box where you may add the information you'd like to send.

  • Check each of the My CRM Example fields available
  • Match the information you wish to pass along from Facebook Lead Ads
  • You may type the information manually and pass them as a static value
  • Use the functions to customize information like reformatting dates and times or modifying text, phone numbers and so on
  • You may also leave blank the box of a field's information you don't want to send through

Custom Fields

  1. If you'd like to add more fields, just look at the bottom of the page
  2. Head over the "Don't find a CRM custom field?" box
  3. Select the field you'd like to add from the dropdown list
  4. Click the Add Custom Field button
  5. The field will appear above
  6. Add the desired information, as you did with the other ones

Once accomplished your desired outcome, just click Next and head to the last step.

Step 5: Test

In this final step, you'll be able to send a lead from LeadsBridge to test if the configuration works properly.

  1. To create a new test lead, fill in the required information when prompted
  2. Click Test Now
  3. To test with a real lead, switch the toogle to "Test with existing lead".
  4. Click Sync Now along the lead you'd like to send
  5. If you did everything right the button will turn green, meaning your lead was synced successfully and the integration is ready
  6. Click Finish to save your settings and turn active your bridge

That's all! Congratulations.

You'll be redirected to the bridges section of your account with a green success message at the top right of the page and your bridge will now be active.

Would you like to test the connection?

You don’t need to start a campaign to test if the connection works fine, just register yourself through your Ad preview.

To do so, follow this documentation: Facebook Lead Ads Testing Tool

Have you got some questions?

You may want to take a look at the common questions on the respective integration's documentation.