How to Integrate Facebook Lead Generation Ads | LocationSync CRM Tutorial скачать в хорошем качестве

How to Integrate Facebook Lead Generation Ads | LocationSync CRM Tutorial

Learn how to set up Facebook lead generation ads, integrate them with LocationSync, and manage leads directly inside your platform. In this step-by-step tutorial, you’ll see exactly how to connect Facebook and Instagram, create and customize instant lead forms, map form fields to your contact database, test lead capture, and automate follow-up workflows. By the end, you’ll be able to generate and track high-quality leads from social media without leaving your CRM. Connecting Facebook and Instagram (00:00:00 - 00:00:22) Go to Settings → Integrations, select Facebook, and log into your account. Choose the correct Facebook page linked to your business and make sure Instagram is connected to that page so you can capture leads from both platforms. Then select the correct ad account in LocationSync to ensure your campaigns sync properly. Creating a Facebook Lead Generation Campaign (00:00:22 - 00:00:47) In Facebook Ads Manager, create a new campaign with the Leads objective. At the ad set level, choose Instant Forms as the conversion location. This allows leads to submit their info directly within Facebook or Instagram without visiting an external site. Designing an Instant Lead Form (00:00:47 - 00:01:11) Create a new instant form and add the fields you want to capture. Keep in mind that every field here will need to map to an existing field in LocationSync. For example, if you ask “Favorite Color,” you’ll need to create that custom field in your CRM before mapping. Creating and Mapping Custom Fields (00:01:11 - 00:01:36) In LocationSync, go to Settings → Custom Fields → Add Field. Choose the field type, name it, and assign it to the Contact object. Then in the Facebook Form Fields Mapping screen, match each form question to the correct CRM field. Standard fields like Email and Full Name will map automatically, but custom questions require manual mapping. Testing the Lead Form (00:01:36 - 00:02:27) Use Facebook’s Lead Ads Testing Tool to submit a test lead. Select your page and form, then either preview the form and submit or generate a test lead instantly. Once submitted, go back to LocationSync and confirm the lead appears in your Contacts list. Automating Lead Follow-Up (00:02:27 - 00:03:10) Create a workflow in LocationSync triggered by Facebook lead form submissions. This can send emails, assign leads to team members, or update CRM statuses automatically. Make sure to select both the page and the specific lead form in your trigger settings. Final Recommendations (00:03:10 - end) Once the system is live, regularly test your forms, tweak your ad targeting, and refine automations to improve lead quality and conversion rates. 👉 Like, comment, and subscribe if this helped you get started! 📈 Want more automation tips? Check out our other LocationSync tutorials.