Requirements  

1. Use Facebook/Instagram Lead Ads (Instant Forms)
   
2. Ensure the 15-16 digit Meta Lead ID is mapped to your CRM
   
3. Generate at least 250 leads per month
   
4. Can upload data regularly at least once per day
   
5. The lead stage you want to optimize for occurs within 28 days of leads being generated.
   
6. The lead stage you want to optimize for has a conversion rate between 1% - 40%.
   
7. Meta Pixel - A piece of code embedded on your website which helps track conversions and understand how people are using your website. Read More: Creating a pixel
   

1. Go to LeadChain module and click + Create new chain.
   
2. Enter a suitable name for the Chain.
   
3. Select Source and Destination as Zoho CRM and FB Conversion Leads respectively.
   
4. In the Source section, do the following:
   
1. Select an appropriate CRM Tag, and Campaign from the drop down list to segment the generated leads automatically.
   
5. In the Destination section, do the following:
   
1. Select a Facebook account from the drop down list. If you haven't connected already, click + New Facebook Account to add a Facebook Account to LeadChain.
   
2. Select your Business Manager Account, and Pixel from the drop down list.
   
   
6. Click Continue.
   
7. Map the fields in FB Conversion Leads with the fields in Zoho CRM.
   
   
8. Click Save and Publish. Alternatively, you can click the drop down and select Save as Draft.

View Chain Stats 

1. Once chains are created, you can choose to edit/delete them if required.
   
2. Click the Download button to get a copy of all the leads.
   
   
3. Enable the toggle switch to set password for the downloadable file and click Download Now. 
   

If you're sending or receiving information to or from a custom module, you need to create a custom field to store the lead ID information.
Learn more about creating custom modules and adding fields