Connecting Facebook Lead ads with Zoho CRM
For any business, a CRM system is the nerve center of all operations. It's where they manage all information about the prospects and customers, track sales deals, manage marketing activities, facilitate exceptional customer service, and a lot more.
Ads on social media are a powerful tool to generate high quality leads, and it's important to ensure that all the leads generated from social media are updated in your CRM in real time. This is usually done by exporting all the generated leads and importing them manually to the CRM. The manual process that's involved here can lead to various errors while importing, or can even result in duplication of leads. At the end of the day, your CRM is not updated with all the leads, which means you are missing out on a lot of potential to nurture them and boost sales.
What you need is to have your CRM updated with the leads generated in real time, and this can be done by integrating your Facebook Lead Ads with your CRM.
What's Zoho CRM?
Zoho CRM is used by businesses of all sizes, from start-ups or to large enterprises across various verticals like real estate, retail, hospitality, healthcare, and more, to help manage their sales, marketing, and customer service operations seamlessly. With a comprehensive set of lead management features, Zoho CRM makes it easy for businesses to manage leads, nurture them, and move them across your sales pipeline.
LeadChain lets you connect your Facebook Lead Ads with Zoho CRM, which lets you synchronize all the leads generated from your ads to the Leads or Contacts module in Zoho CRM.
Connecting Facebook Lead Ads with Zoho CRM involves just two simple steps:
- Connecting the apps
- Mapping the fields
Connecting the apps
This is the stage where you map the source (Facebook Lead Ads) and the destination (Zoho CRM).
In the source section, you can connect the appropriate Facebook account with LeadChain and select the ad account, Facebook Page, and the Facebook Form from which you want to synchronize the leads to Zoho CRM.
The destination section lets you choose the module where you want to synchronize the generated leads: leads or contacts. You can also configure the following:
Segmentation
- CRM Tags: You can select an appropriate tag for all the leads generated from Facebook Lead Forms, which makes it easy for you to categorize your leads and filter them from a large volume of leads data. For example, you can add a tag in CRM - Facebook Lead Ads to easily group all the generated leads. You can also create a custom view using this tag.
- CRM Campaigns: This lets you associate the leads generated to an existing marketing campaign. Say you have created a lead nurturing email campaign in your CRM, and you want all the leads generated from Facebook Lead Ads to be part of the campaign. You can select the appropriate CRM Campaign from the list, and all the leads will be automatically associated.
CRM Layout
Page Layout in CRM is the form with a specific set of fields to capture the lead's information. It normally consists of various fields and sections, such as First Name, Last Name, Company, Email, Phone, Address Information, and so on. Businesses use multiple page layouts to capture the right set of information that they need for various processes. Choosing the appropriate page layout that you have created will help you capture all the required information about the lead and not miss out on any important information.
Assignment Rule
Assignment rules in Zoho CRM let you automate the process of assigning the leads to your team based on various criteria. This helps reduce the time taken to assign the leads to your sales reps manually and optimize the resource utilization of your team. For example, you can create assignment rules to automatically assign the leads generated from Facebook Lead Ads to a specific team in your organization.
Mapping the fields
This stage lets you map all the fields in your Facebook Lead Ads form with the appropriate field in Zoho CRM. This defines what data will be captured in your CRM for a lead or a contact. You can either map the appropriate fields in Zoho CRM with the fields from Facebook Lead Ads or define a default value for a field. For example, Zoho CRM has a Lead Source field that lets you identify and track the various sources from which leads enter your CRM. Here, you can define a default value as Facebook Lead Ads, so that any leads generated from Lead Ads will have the lead source as Facebook Lead Ads in CRM, which helps you identify them with ease.
- Go to LeadChain module and click + Create new chain.
- Enter a suitable name for the Chain.
- Select Source and Destination as Facebook Lead Ads and Zoho CRM respectively.
- In the Source 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 the Facebook Ad account, Facebook Page, and Facebook Form from the drop down list.
5. In the Destination section, do the following:
- Select a Module from the drop down list.
- Select an appropriate CRM Tag, and Campaign from the drop down list to segment the generated leads automatically.
- Select a Page Layout, and Assignment Rule from the drop down list.
- Select the toggle switch to Allow Duplicates.
6. Click Continue.
7. Map the fields in Zoho CRM with the fields from Facebook Lead Ads. Alternatively, you can also enter a default field value.
- You can map additional fields such as Ad Name, Campaign Name, and more. If you’ve configured tracking parameters in the form, you can map them just like any other form field
- Learn more:
8. Click Save and Publish. Alternatively, you can click the drop down and select Save as Draft.
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
Learn more about creating custom modules and adding fields
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