Facebook Lead Ads allow you to run lead-generation campaigns on Facebook and Instagram. By default, Facebook collects the new incoming leads on their platform and you can easily download them as a CSV file. Without any integration to the rest of your stack, you'd have to export the CSV and import it to your CRM and/or marketing automation tools.
With the help of Outfunnel, you can make sure all your new leads get added to your CRM helping you save time and drive more sales. Here's what it does:
Automatically add new leads from Facebook Lead Ads to your CRM (Pipedrive, Copper, Salesforce, or HubSpot CRM) — no more manually exporting-importing lists.
Map custom fields, so all the necessary data is synced to your CRM — and sales can easily create custom filters or lists to categorize the incoming leads accordingly.
Record the form fill for your contacts in the CRM, so sales have the full context of the lead.
💡 If you are looking to sync CRM contact segments to Facebook Custom Audiences see here for setup.
💡 Currently supported for Pipedrive, HubSpot, Copper and Salesforce. Attio, Monday.com, Airtable and marketing tool support coming soon
What you'll need to get started
Ensure you have accepted the terms of service. You can check this through https://www.facebook.com/ads/leadgen/tos
Admin access. Check that you have admin permissions for the page and admin permissions for the ad account.
Leads access. Check that you have leads access in Facebook. Please head to https://business.facebook.com -> Business settings -> Integrations -> Lead Access -> CRM. Add Outfunnel and enable permissions
Ensure you have at least one lead ad.
A CRM account with admin access. Outfunnel supports Pipedrive, Hubspot, Copper, and Salesforce.
💡 Only Business Manager Lead Ads are supported. Ads Manager is currently not supported.
How to record Facebook Lead Ads form submissions in your CRM
1. Choose your apps
To get started head to Outfunnel > App connector and select your apps.
2. Authenticate your apps
Authenticate Facebook and your CRM, then create the connection.
3. Choose the form
Select the desired form from the dropdown. If your form is missing, please click on "Refresh fields" — the form should appear in a few moments. For troubleshooting see here.
4. Map the fields
Email, First name and Last name are required as a minimum. If a field you want to map to doesn't exist in the destination app, simply create it and click on "Refresh list".
💡 Custom form fields
Supported: Multiple Choice and Short Answer
Not supported: Conditional and Appointment Request.
Facebook Ads-Pipedrive connection setup in Outfunnel
5. Define how you'd like form submissions to be recorded
Base action: a lead/contact will always be created first
Additional actions: choose to create an activity, note (Pipedrive only), lead, deal or update a field.
6. Activate connection and submit a test lead
Click on Activate to put the connection live.
An example of Facebook Lead Ads submissions showing up in Pipedrive CRM.
You can now test how contacts will be created in your CRM by submitting a test form submission.
Go to Facebook developer tools
Click on "preview form" and use an email address that does not yet exist in your CRM (do not click on "Create lead")
Submit the form
Form submission should appear within 30 seconds.
For more detailed information on how to test the Facebook Lead Ads, please check this video.
⚠️ See here for common issues and fixes if the sync is not working
How to disconnect Facebook from Outfunnel
Facebook: Follow instructions
Outfunnel: Go to Apps > click disconnect next to Facebook