This chain lets you share information about your leads with Facebook and optimize and generate quality leads.
Requirements
Use Facebook/Instagram Lead Ads (Instant Forms)
Ensure the 15-16 digit Meta Lead ID is mapped to your CRM
Generate at least 250 leads per month
Can upload data regularly at least once per day
The lead stage you want to optimize for occurs within 28 days of leads being generated.
The lead stage you want to optimize for has a conversion rate between 1% - 40%.
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
To create a chain between Zoho CRM and Facebook Conversion Leads
Go to LeadChain module and click + Create new chain.
Enter a suitable name for the Chain.
Select Source and Destination as Zoho CRM and FB Conversion Leads respectively.
In the Source section, do the following:
Select an appropriate CRM Tag, and Campaign from the drop down list to segment the generated leads automatically.
In the Destination section, do the following:
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.
Select your Business Manager Account, and Pixel from the drop down list.
Click Continue.
Map the fields in FB Conversion Leads with the fields in Zoho CRM.
Click Saveand Publish. Alternatively, you can click the drop down and select Save as Draft.
View Chain Stats
Once the leadchain is created and the status is Active, you can view stats on the Total Number of Leads Synced, and the Last Lead Details.
Manage chains
Once chains are created, you can choose to edit/delete them if required.
Click the Download button to get a copy of all the leads.
Enable the toggle switch to set password for the downloadable file and click DownloadNow.
Hello, I have a problem with Select a Facebook account. I have more than ten accounts and it only shows me the first ten, so... in Zoho Social there is a "See more" button that allows me to see all my accounts.
You're right, Zoho LeadChain is our successor to the Lead Forms integration. LeadChain is replacing LeadForms feature with support for more channels and Conversions API. You can continue using Zoho Social for syncing your leads with CRM. However, to sync CRM data with Meta, you will need Conversions API support and it is readily available in LeadChain.
I have emailed you from our support address for more information on the problem you have faced. Please reply with your account details and screenshots to support@zoholeadchain.com and our team will promptly assist you.