Facebook Lead Ad Direct Integration

With our direct integration to Facebook Lead Ad, you can connect your Facebook leads directly to Follow Up Boss with just a few simple clicks.

Direct Integration

Log in to your Follow Up Boss
Navigate to Admin > Integrations
Select Facebook
Choose Connect and Sign In to your Facebook account and choose the Facebook pages that you wish to connect
Once connected, the Facebook Pages that your Lead Ads are connected to will appear.

Facebook Business Account Lead Access

If you have a Facebook Business account setup you will also have to grant Follow Up Boss lead access to your pages.

Log in to your Facebook Business Account
Navigate to Integrations > Lead Access
Select Facebook Page(s)
Select CRMs
Choose Assign CRMs
Select Follow Up Boss
Check Assign Follow Up Boss

Note: Once your Facebook account is connected, new leads from your Facebook page(s) will be brought into Follow Up Boss. By default, the account used to connect to the Facebook page to Follow Up Boss will be the default assigned agent. This can be changed under Admin > Lead Flow by a Follow Up Boss Admin.

Facebook Lead Ad Form Capture

When processing a new Lead from Facebook we will look to capture the following information depending on the details captured on the Facebook Form.

Lead Details
- Name
- Phone Number
- Email Address
- Address (Street, City, State, Postal Code, Country)
- Custom Questions In the Form
- Language Supported (English, Spanish, & French)
Source: will be denoted as Facebook
Tags
- Note: Keep page and form names concise as Follow Up Boss has a 64-character limit for tags.
  1. Facebook Page
  2. Facebook Form Name
Facebook Lead Ad Registration in TimeLine
1. Facebook Page
2. Custom Questions
3. Ad Name
4. Ad Set
5. Ad Campaign
6. Facebook Form Name
7. Platform: Facebook or Instagram

Routing leads by Lead Ad

Leads will automatically be tagged with the name of the Facebook page and the lead form they responded to. An Admin can use this tag to route the leads under Admin > Lead Flow.

Screen_Shot_2019-08-09_at_1.29.40_PM.png

More on advanced lead routing can be found here.

Facebook Lead Ad with custom fields

If your Facebook Lead Ad uses custom fields and you want this information to come into Follow Up Boss, you can use Zapier to integrate to allow you to map those custom fields as desired. Steps to use that integration are here: Facebook Lead Ads (Zapier Integration)