How do I set up Facebook Lead Generation on Zoho Social?
Before you enable this integration, there are a few prerequisites to make the most of this integration:
1. Check that you've connected the correct Facebook account to your brand so that you'll see the right ad account(s) displayed.
2. Make sure you're an Admin for the selected Facebook Ad account and a Portal/Brand Admin in Zoho Social. Learn more about this.
3. Ensure that the ad account you're about to connect has run or is running lead ads for your connected Facebook page (brand).
4. Connect your Zoho CRM account to push your Facebook leads from Social, either manually or automatically. Please note that your Facebook Lead Form needs to have the Last Name field in order to push leads to your CRM.
Getting started
Here's how you can set up Facebook Lead Ads on Zoho Social:
Already a Zoho CRM user? Here's what you need to do:
- Click on the Posts tab from the home screen and then select Facebook Lead Gen from the column to your left.
- Click Set Up Lead Ads Now and Connect a Facebook ad account that is running Lead Ads.
- If you have already enabled your CRM integration with Zoho Social, a screen will appear where you can click Edit Mapping or click Proceed.By clicking Proceed, you'll allow Zoho Social to automatically map all fields to Zoho CRM on your behalf. However, you can select Edit Mapping to individually map some fields to your CRM. Which means, the default fields available in your Facebook Lead Form will be synchronized the standard fields available in the Leads module in Zoho CRM.
Zoho Social will not sync forms with unmapped fields to your Zoho CRM account.
Haven't enabled the Zoho CRM integration?
If you haven't yet enabled this integration, connect your Zoho CRM account with Zoho Social to start mapping fields and push leads automatically to your CRM.
Once you have enabled the Zoho CRM integration, Zoho Social will then automatically collect all ads run from that specific Facebook Ad account and push the leads generated directly to Zoho CRM.
When you configure this integration for the first time, the leads from the last 90 days' active lead forms will be displayed. You will need to select Add all Leads into CRM to push the new leads to CRM.
Going forward, all the new leads generated from your Lead Ads will be automatically pushed to Zoho CRM. Learn more about the best practices for Lead Generation through Facebook Lead Ads.
Don't have a Zoho CRM account?
If you don't have a CRM account, you can still integrate Facebook Lead Ads with Zoho Social to view the new leads in real time, export the lead list as CSV, and view the stats related to the Lead Ad.
However, you will not see a Lead Generation tab in Zoho Social where you can trigger workflow rules to automatically push leads from your Facebook Lead Ads to Zoho CRM.
You can disable the integration with Zoho CRM at any time by following these steps:
- Click on Setup> Brand Settings> Lead Generation, and choose Facebook.
- Turn off the toggle for Facebook Lead Ads to disable the integration.
You can disconnect the Ad Account from Zoho Social at any time by following these steps:
- Click on the Setup icon located on the top right corner of your screen.
- Click on the link- Disconnect Ad Account and select the Disconnect button from the popup box.
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