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

1. Log in to your Follow Up Boss

2. Navigate to Admin > Integrations

3. Select Facebook

4. Click Connect Facebook

5. Select Continue with Facebook Facebook connection update 2023-10-26 at 9.05.48 AM.png

6. Log into another account or Continue

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7. Opt in to current Businesses only > Continue

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8. Choose the Pages you want Follow Up Boss to access > Continue

8. Click Save

Facebook connection update 2023-10-26 at 9.08.15 AM.png

9. Click Got it

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10. You will be directed back to FUB to see that your Lead Ads are connected successfully Facebook connection update 2023-10-26 at 9.09.01 AM.png

Facebook Business Account Lead Access

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

1. Navigate to the Meta Business Settings by clicking on your Profile Picture on the left-hand side

2. Navigate to Integrations > Lead Access

3. Select Facebook Page(s)

4. Select CRMs

5. Choose Assign CRMs

6. Select Follow Up Boss

7. Check Assign Follow Up Boss Screen_Recording_2020-11-04_at_3.42.30_PM__1_.gif

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. If the form name is more than 64 characters, the form name tag will not be created in FUB.
  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

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.

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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)