Facebook Leads to Digify CRM
The Facebook Leads Synchronization Module is an essential tool for businesses that want to capture Facebook leads directly into DigifyCRM. It allows for real-time synchronization of leads generated from Facebook ad campaigns, ensuring no lead is missed. With this module, you can manage and organize your leads more effectively within DigifyCRM.
Key Features of the Facebook Leads Module:
1. Real-Time Lead Synchronization:
o Sync leads generated from Facebook Pages and Forms directly into your DigifyCRM’s Leads section in real-time.
2. oAuth Connect:
o The module uses Facebook’s oAuth to connect securely and fetch leads from Facebook Pages that you admin/manage.
3. Multiple Pages & Forms:
o Sync leads from multiple Facebook Pages and multiple forms across different campaigns.
4. Custom Fields Syncing:
o Synchronize any custom fields you have created in DigifyCRM, allowing for seamless lead organization.
5. Detailed Form Field Support:
o Capture various fields like name, email, phone number, company, address, etc., from the Facebook forms.
How to Set Up the Facebook Leads Synchronization Module
1. Module Installation:
· Download the module from CodeCanyon or the provided source.
· Go to Setup > Modules in DigifyCRM.
· Upload the module and activate it from the Modules list.
2. Setting Up Facebook App:
· You will need to create a Facebook App through your Facebook Developers account. This allows the module to access Facebook Pages and sync lead data.
Steps:
1. Log in to Facebook Developers at developers.facebook.com.
2. Create a New App: Go to My Apps > Create App. Choose Business as the app type.
3. App Details: Provide necessary details like App Name, Email, etc., and create the app.
4. Add Products: You need to add two Facebook products:
o Facebook Login: Used for oAuth authentication.
o Webhooks: Used to capture lead data in real-time.
5. App Permissions: Request the necessary permissions from Facebook. These include:
o ads_management
o pages_manage_ads
o pages_manage_metadata
o pages_read_engagement
o leads_retrieval
6. Submit for Review: Once your app is configured, submit it for Facebook review to ensure compliance with their policies.
3. Connect DigifyCRM to Facebook:
· After your app is approved, connect your DigifyCRM installation to Facebook:
1. Navigate to Setup > Facebook Leads Integration.
2. Click Connect to Facebook.
3. You will be redirected to the Facebook oAuth login page, where you can sign in and give necessary permissions.
4. Synchronize Leads:
· Once connected, select the Facebook Pages and Forms you want to sync.
· The module will automatically sync leads from the selected forms in real-time to your DigifyCRM’s Leads section.
5. Custom Field Mapping:
· You can map Facebook form fields to the corresponding fields in DigifyCRM:
1. Go to Setup > Facebook Leads Custom Fields Mapping.
2. Map standard fields like Name, Email, Phone, etc., or any custom fields that you’ve created in DigifyCRM.
This ensures that all lead data from Facebook is stored accurately in DigifyCRM.
Managing Leads from Multiple Pages:
· The module allows you to sync leads from multiple Facebook Pages that you manage. To do this:
1. Go to Setup > Facebook Pages.
2. Select the pages from which you want to sync leads.
3. Choose the forms associated with those pages to track leads.
Supported Facebook Lead Fields:
· Required Fields:
o Name
· Optional Fields:
o Address
o City
o State
o Country
o Phone
o Email
o Website
o Company
o Zip Code
o Position
o Default Language
o Description
Any custom fields created in DigifyCRM are also supported and can be mapped during setup.
Benefits of Using the Facebook Leads Synchronization Module:
1. Maximize Lead Capture:
o Ensure that every potential customer is captured in real-time from Facebook forms without manual intervention.
2. Customizable Field Syncing:
o Map custom fields from Facebook forms to match the unique needs of your business in DigifyCRM.
3. No Technical Skills Needed:
o With an easy-to-follow setup process, even non-technical users can integrate Facebook leads into DigifyCRM effortlessly.
4. Scalability:
o Sync leads from multiple pages and forms, allowing businesses of all sizes to track their marketing efforts efficiently.
5. Seamless Lead Management:
o All leads captured from Facebook are organized within DigifyCRM, allowing your team to follow up and convert them effectively.