Facebook Lead Ad Integration & Troubleshooting Guide
The Facebook Lead Ads integration allows you to collect leads directly from Facebook Ads and have them automatically synced with your CRM. With this integration, you can easily capture contact information from potential customers interested in your products or services on Facebook and quickly follow up with them through your CRM. By automating the lead capture process, you can save time and improve the efficiency of your sales and marketing efforts.
Covered in this Article:
What is the Facebook Lead Ads Integration?
Who is this integration helpful for?
What are the benefits of this integration?
Pre-requisites for Facebook Lead Ads
Supported custom fields when using Facebook Lead Ads:
How to directly integrate Facebook Leads Ads with a Sub-Account
Troubleshooting
Why are my Lead Ads not making it into my Sub-Account?
How do I integrate Facebook Leads using a 3rd party service like Pabbly Connect or Zapier?
A Facebook Token Has Expired In a Sub-Account; why does this happen, and How to Fix This?
Common Errors
Page Quality Issue
Permission Issue
Instagram Connection/messages Check
Messenger/ Instagram not syncing all messages
Leads, not syncing Issue
How to connect Instagram Account to the FB page or verify it is connected
Missing Pages
What is the Facebook Lead Ads Integration?
The Facebook Lead Ads integration with a CRM (Customer Relationship Management) system allows businesses to capture and automatically import leads generated through Facebook Ads into their CRM system. This integration enables businesses to streamline their lead capture process, avoid manual data entry errors, and follow up with leads more efficiently. By integrating Facebook Lead Ads with a CRM, businesses can track and manage their leads through a single platform, which can improve Lead quality, increase conversions, and ultimately help grow their business.
Who is this integration helpful for?
The Facebook Lead Ads integration with a CRM can be beneficial for any business or organization that is using Facebook Ads to generate leads and wants to streamline their lead capture process. It can benefit small businesses or startups that may not have a large sales or marketing team to collect and manage leads manually. By automating the lead capture process, businesses can save time and resources while improving their lead data's accuracy and quality. Additionally, the integration can benefit businesses already using a CRM by seamlessly integrating their Facebook lead data into their existing workflows and follow-up processes.
What are the benefits of this integration?
The benefits of integrating Facebook Lead Ads with the CRM include:
Automated lead capture: With this integration, businesses can automatically capture leads generated through Facebook Ads and import them into their CRM system, eliminating the need for manual data entry.
Improved Lead Quality: By tracking and managing leads through CRM, businesses can better understand their audience, personalize their marketing efforts, and improve the overall quality of their leads.
Enhanced lead management: The CRM system allows businesses to track and manage their leads in one place, providing a 360-degree view of their interactions with prospects and customers. This can help companies to streamline their sales and marketing efforts and improve customer retention.
Efficient follow-up: With lead data automatically captured and imported into the CRM system, businesses can quickly follow up with leads and prioritize their sales efforts based on lead quality and behavior.
Increased conversions: Businesses can increase their conversions and ROI from Facebook Ads by automating lead capture and improving lead management.
Pre-requisites for Facebook Lead Ads
Access: You must have access to the Facebook page for which you're creating lead ads. Refer to this Facebook Help article on how to give someone a role on your Page.
Ownership: Ensure the same user owns the page and the ad account. For business-level integrations, the owner of the page and the ad account must be the same—more on this in the Facebook help section on Ad account roles.
Permissions: Verify that you have the page and ad account permissions. You should ideally have admin or manage permissions. To understand different levels of permissions, refer to Facebook Pages roles and Ads permissions. The user trying to integrate the Facebook Page into the CRM will need to be an admin of the Facebook Business page and have Lead Access Permission to access Lead data (A requirement set by Facebook).
Ad Account Check: Confirm your page is connected to the appropriate ad account. To do this, navigate to the Ad Account settings and verify the connected page—more on how to navigate your ad account settings.
Visibility: Note that only individuals with relevant permissions can see the owners of ad accounts. For details, check Facebook's guide on user permissions for ad accounts.
Leads Access: Check if you have lead access. If the lead connector isn't showing, you may need to manually search for it or enable it. For issues related to leads not syncing, refer to Facebook's troubleshooting guide for lead ads.
LeadConnector will need access to the Facebook Business Manager and Business Page from which you run the Facebook Lead Ad.
If you have moved your page to the New Pages Experience, You can allow trusted people to manage some of your Facebook business pages. You can give some people access to certain parts of your Facebook page without giving them full access.
Open business manager > Left navigation > Users > People. If you have added the person, who will be integrating the FB page to the CRM, there already: they will appear at the center of the page.
Click on the name and see more details, like the role. The role needs to have Admin or Employee access.If you have not added them, Please follow the steps to add people/users first.
How to add users to your business?
Remember that this business manager role differs from Page Role; the Page Role must still be the Admin.Please Note:
The new Pages experience isn't available for all Pages yet. Some Pages you manage might still use the classic Pages experience. Learn more about classic Pages.
When creating the custom fields for the Lead Ad in the CRM, please make sure to use the supported custom fields listed below:
Supported custom fields when using Facebook Lead Ads:
TEXT
LARGE_TEXT
NUMERICAL
PHONE
MONETARY
SINGLE_OPTIONS
DATE
DROPDOWN
RADIO OPTIONS
CHECKBOX
How to directly integrate Facebook Leads Ads with a Sub-Account
Please Note:
Only the User that integrated the FB page will be able to see that page in the dropdown of pages. They need to be the admin of that FB page to see it in the dropdown of pages and will no longer see other accounts' FB Pages in the list.
Facebook form mapping has moved under location settings > integrations > Facebook Form Field Mapping.
Troubleshooting
Why are my Lead Ads not making it into my Sub-Account?
Are you an admin of the Facebook page - How to add an admin to my Business Manager
Can you confirm that the correct FB Lead Ad form is selected in your Facebook ads manager and matches the one in your Sub-Account? - https://web.facebook.com/business/tools/ads-manager
Now in your Sub-Account, check in settings> integrations > Facebook form fields mapping if there is a blue tick mark next to the form you have selected in ads manager.
If you are, in fact, the FB Admin, can you try this to confirm if Lead Connector is accessible and can allow access to your page?
Click this link to open your Facebook Business Integrations:
👉 https://www.facebook.com/settings?tab=business_tools&ref=settingsLocate LeadConnector CRM Access in the list and click View and Edit.
In the permissions window:
Make sure all Facebook Pages you have admin access to are selected.
Expand the dropdown menu and confirm that every page is checked.
Click OK to save and approve your selections.
Return to your NOVAX account, refresh the page, and check if your Facebook Page now appears.If you still need assistance, feel free to reach out — we’re here to help!
Once you have completed the steps in the above, please use the Facebook leads ads testing tool to see if leads are now being added to your Sub-Account.
Lead Ad Testing Tool: https://developers.facebook.com/tools/lead-ads-testing
If you see that LeadConnector access to your page has been revoked or the App ID is not coming up, you will manually need to assign Lead access permissions to LeadConnector on Facebook:
i. Go to Business Suite.
ii. If you don't have access to Business Suite, go to Business Settings and select your business, skip to step (v)
iii. Click the dropdown in the top-left corner and choose your business account.
iv. Click Settings in the bottom-left corner.
v. Click More Business Settings.
vi. Click Integrations in the left menu, then click Leads Access.
vii. Click Assign CRMs. You'll see a list of CRM systems integrated with your Facebook Page.
viii. Check the circle next to LeadConnector, then click Assign.
Please Note:
The Page Admin who granted permissions to LeadConnector must continue to have access permission or else LeadConnector will fail to fetch data.
How do I integrate Facebook Leads using a 3rd party service like Pabbly Connect or Zapier?You can use a 3rd parties integration tool like Zapier or Pabbly Connect.
A Facebook Token Has Expired In a Sub-Account; why does this happen, and How to Fix This?
If you received an email with a subject that says "Important: Facebook connection has expired.", this means that the Facebook integration for one of your accounts has become disconnected.
Why Did This Connection Break?
Several reasons could cause the integration to break. The most common are:
A user changes their password
The Facebook token naturally expires after some time
A user de-authorizes your app
A user logs out of Facebook
A user changes page permission or adds/removes a user
A virtual assistant in another country logs in without using a VPN
To reconnect:
1. Select the account indicated in the email you received from the "Switch To An Account" dropdown
2. In the left-hand sidebar, click "Settings."
3. From the sidebar, click "Integrations."
4. Click the "Connected" button to disconnect the broken integration under the Facebook icon. Click on Connect again to reconnect
5. In the window that pops up, continue as yourself, select the Facebook page that you want to connect, then click the "Connect Page" button
Common Errors
Page Quality Issue :
Suppose our user is facing this issue. Our customer needs to raise a support ticket with Facebook Support.
Steps to resolve:
Users need to switch to the Facebook page on Facebook, Go to this link and raise a support ticket with Facebook if there is an issue.
Permission Issue:
The easiest way to find the issues is by trying to fetch the latest FB/Insta message and the latest lead.
This is how Zapier does it, and it helps us easily find the missed permission. FB API will present an error if permission is missing or for other reasons. Troubleshooting steps are as follows:
Go to this link.
Check if all the permission are enabled for all pages.
Instagram Connection/messages Check:
Check Instagram page is connected to the FB page
Switch your logged-in user to the desired Fb page and go to this link.
Check if messaging is enabled.
If the page is connected, but your IG page is still not visible as an option in your CRM. Please do a hard reset and then attempt to connect.
Messenger/ Instagram not syncing all messages:
Sometimes the reason for this issue is our LeadConnector app is not set as the primary receiver if they have multiple CRM integration.
Steps to resolve:
Switch to the desired FB page and go to this link
Leads, not syncing Issue:
We need to check the business side for the places below.
User Added to business(EMPLOYEE OR ADMIN)
FB Page Admin:
Ad Account Check:
Page Owner should Match with Ad Account Owner
Integration Lead Access Check:
If you are still not receiving the leads. Click on Restore Default Access it and check it again.
How to connect Instagram Account to the FB page or verify it is connected:
An Instagram account can be connected to a single FB page.
Steps to connect the Instagram page or verify it is connected to the correct FB page
Log in to Facebook and click Pages in the left menu.
Select your Facebook page(Switch to the FB page), then click Settings
Select Linked Accounts in the left column.
Select Instagram, then connect your account.
If it is already connected, we can verify this.
If it is not connected. It will show like below
Pages Missing
If an admin of a page also has their business account associated with the same page, they may not be able to see the page when integrating with NOVAX.
The best workaround is to add a second admin to that Facebook page and have them complete the integration instead.
Steps to Add an Admin to the Page:
Log in to Facebook and click your profile photo in the top right corner.
Select “See all profiles” and choose the Page you want to grant access to.
Click the profile picture of your Page in the top right to open the Page.
Click “Manage,” then select “Page Access” on the left under “Your Tools.”
Next to “People with Facebook access,” click “Add New.”
Click “Next,” then enter the name or email address of the person you want to grant access to.
Choose the person’s name when it appears.
You can now choose to grant either:
Partial control: Scroll down and click “Give Access.”
Full control: Scroll down, enable full control, and then click “Give Access.”
Type in your Facebook password to confirm, then click “Confirm.”
The person you’ve granted access to will receive an email invitation to accept and access the Page.
By following these steps, you will successfully grant admin access to the user who will be connecting the Facebook account through NOVAX. This will allow them to manage the Page within Facebook's new Pages experience. Once access is granted, they will be able to successfully add the Facebook page to NOVAX.
