Facebook Integration

Overview
The Facebook Integration allows leads submitted via Facebook Lead Ads to flow automatically into the CRM — no manual entry needed.
How to Set Up Facebook Integration
Step 1 — Connect via Setup
Go to Setup → Facebook Integration and click Add New Facebook Integration.
⚠️ The user adding the integration must have full access to the Facebook Page being connected.
Step 2 — Login with Facebook
Click Login with Facebook and authenticate with your Facebook account.
Step 3 — Configure the Integration
After login, fill in:
Field
Description
Select Page
Choose the Facebook Page you want to connect.
Select Form
Choose which lead form on that page to use.
Select AppLink
Select the Lead ID that incoming leads from this form will be tagged with.
Step 4 — Map Fields
The system will show all fields from the Facebook form. Map each Facebook field to the corresponding CRM field:
Facebook Form Field
CRM Field
Full Name
Name
Email
Email
Phone Number
Mobile
Step 5 — Save
Click Save — the integration is now active. New leads submitted via the Facebook form will automatically appear in the CRM under New Leads.
Facebook Integration List
The integrations page shows:
Column
Description
User
Who set up the integration.
Page
The connected Facebook Page ID.
Form
The connected form ID.
Lead ID
The Lead ID assigned to incoming leads.
Actions
Retrieve, Delete, or View Failed Leads.
Actions
Retrieve — Manually pull any leads that may have been missed.
Delete — Remove the integration.
View Failed Leads — See leads that failed to sync and troubleshoot.
Key Things to Know
The Facebook user must have full admin access to the Page — limited access will cause the integration to fail.
Each integration is linked to one specific Facebook form and one Lead ID.
If leads stop coming in, use Retrieve to manually sync, or check View Failed Leads for errors.