As CRM is already capable of tracking your customers and prospects. When you connect Facebook leads to CRM, it will help you to retrieve the leads for your Facebook ads. Additionally CRM will remove the CSV requirement. As, CRM will bring all of your leads to one place.
Note: Only a Facebook page admin who has leads access permissions can connect a CRM system.
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How to connect Facebook leads to CRM
You can connect your Facebook account to the CRM system using your Facebook page.
Follow the steps below
Open your Facebook PageTap on Publishing tools
Tap on leads setup > type the kind of CRM system you wish to use in your search bar. Now look for the name of the CRM system you added > when name of CRM appears, you can proceed either using a website or using zapier. (depends on what CRM system asks for)
If CRM system asks to connect through website
In case the CRM system you chose, results into a website link > click on the websiteFollow the further instructions as given by the website of CRM provider
And done, now your Facebook leads will be connected to the CRM system. Now the CRM system will help you to retrieve new leads to your Facebook ads.
If CRM system asks to connect through zapier
When CRM system asks you to connect through zapier, it will show a blue button saying connectTap on the blue button and it will show further instructions to follow > follow the instructions
And you are done, now you will be connected to the CRM system through zapier.
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When you are connected to CRM system
Now you can view as well as manage your leads from a CRM application or website. Or if you wish to download your CRM data then it is also possible through Facebook.
After completion, leads from the CRM system will be automatically sent to the CRM website. In case you have customised the access permissions then the leads will be sent to the access manager. (It is possible only if you grant permission to the CRM system, before the leads appear in the website).
Wrap-up
If you connect Facebook leads to CRM using your Facebook then it will be easy to access your leads data from either Facebook or CRM website. But, if you choose to connect to a CRM system via an external website then, you cannot access CRM through Facebook tools. In that case you can edit or remove your CRM integration by visiting your external CRM website.
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