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Writer's pictureEvangel Oputa

Steps to Connect Your CRM System to Meta Business Suite

Updated: Sep 27

Customer Relationship Management (CRM) software allows businesses to build, manage relationships and stay up to date with prospective and current customers. You can integrate your CRM system with Meta Business Suite to retrieve leads from your Facebook lead ad campaigns.

 

Why?

Connecting to a CRM is recommended because it allows you to access all new leads in one place and removes the need to download a new CSV file each time you want to see your new leads. It can ensure that the leads you generate through your Facebook lead ad campaigns are followed up in a timely manner, potentially yielding a higher conversion rate. Once your CRM system is integrated, your leads will be automatically sent to the CRM system when a form is completed unless you have customized your access permissions in Leads Access Manager.

 

Steps to Connect Your CRM to Meta Business Suite

Example: Connecting Zoho CRM

Access Meta Business Suite:

  1. Go to your Facebook Page.

  2. Navigate to “More tools” and click on “Meta Business Suite”.

  3. Click on “All tools”.

 

Navigate to Instant Forms:

  1. Go to “Advertise” and click on “Instant forms”.

  2. Select the “CRM setup” tab.

 

Select and Connect Your CRM:

  1. Enter the name of the CRM system (e.g., Zoho CRM) into the search bar and select it when it appears.

  2. Click “Connect from website” and follow the directions on the CRM system’s website to complete the integration.

 

Complete the Integration via CRM Platform:

  1. If integrating Zoho CRM, go to the Zoho CRM platform.

  2. Navigate to the LeadChain module and click “+ Create new chain”.

  3. Enter a suitable name for the Chain.

  4. Select Source and Destination as Facebook Lead Ads and Zoho CRM, respectively.

 

Configure Source and Destination:

  1. Select your Facebook account, ad account, page, and form in the Source section.

  2. In the Destination section, select the appropriate module, CRM Tag, campaign, page layout, and assignment rule. Optionally, toggle the switch to allow duplicates.

 

Map Fields and Save:

  1. Map the fields in Zoho CRM with the fields from Facebook Lead Ads.

  2. Click “Save and Publish” or “Save as Draft” if needed.

 

Monitor and Optimize:

  1. Once the LeadChain is created and active, view stats on the total number of leads synced and the details of the last lead.


 

Connecting your CRM system to Meta Business Suite is a powerful way to streamline your lead management and enhance your marketing efforts. By integrating these two platforms, you can achieve better targeting, automate workflows, and ensure timely follow-up on leads, potentially increasing your conversion rates. Start the integration process today and take your marketing strategy to the next level!

 

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