Helpful Tips

How to Synchronize Facebook Leads to CRM

August 22, 2024

We can all agree that getting Facebook data to Excel files is very uncomfortable. MyDataNinja can easily integrate Facebook leads into its CRM form. It is a very straightforward process, all you need is a MyDataNinja account, a Facebook account and the page where you have created some kind of Facebook leads form. Keep in mind that first, you should connect your Ad account to the MyDataNinja tool, you can find our tutorial here: How To Connect Your Ad Accounts To MyDataNinja

What are Facebook Lead Ads and Lead Forms

Creating quality leads is essential for any business, and Facebook makes this easier with its Lead Ads and customizable Lead Forms.

Facebook lead Ads are specially designed to capture user information directly on Facebook and Instagram. When users click on a Lead Ad, a pre-filled form appears with their Facebook profile information, such as name and email. This simple process increases the chances of users completing the form, providing you with valuable leads efficiently.

Facebook lead forms can be customized to collect specific information relevant to your business, like job titles or company names. The user-friendly design makes sure that the experience is smooth, motivating more users to submit their details.

How To Connect Facebook Leads to MyDataNinja CRM

First, you should log in to your MyDataNinja account, then go to the CRM page and click the “Add new” button. (shown in the picture below)

Connect new

After getting redirected to the new page, click the “Connect” near the “Leads Ads” button. There will be a popup where you should fill out some information, like your Facebook account name, but for it to show up, first you should connect your Facebook account, if you don’t know how you can see a tutorial about “How To Connect Your Ad Accounts To MyDataNinja”. (Shown in the picture below)

Facebook form

In the next field, you have to choose the page you want to take data from, if you can not find your page, try the “Sync” button. next, you have to choose the form you need to sync. You can also fetch old data from that form, by clicking the “Fetch old data” button, it will take about 1 hour, and depending on the amount of the data, it will fetch it from the last 30 days. After filling out all the information, click the “Connect” button. (Shown in the picture below)

Facebook leads forms

If you have multiple lead forms in your Facebook account, you can add all of them in one MyDataNinja form for easier and clearer view and access. Leads are being synced in real time. Also, if you are adding different forms, MyDataNinja will only keep the fields that are mutual between them and delete the different ones. (Shown in the picture below) Facebook

Completion

Congratulations, you just synchronized Facebook leads to MydataNinja CRM. If you want to know about how our CRM works, we advise you to read our blog about “MyDataNinja CRM

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