Facebook Lead Ad Integration & Troubleshooting Guide

The integration of Facebook Lead Ads enables you to gather leads directly from your Facebook Ads and seamlessly synchronize them with your CRM system. This integration simplifies the process of acquiring contact details from individuals who express interest in your offerings on Facebook. It also facilitates swift follow-up actions through your CRM. By automating the lead collection process, you can enhance efficiency, save time, and optimize your sales and marketing endeavors.

Pre-requisites for Facebook Lead Ads

• LeadConnector will need access to the Facebook Business Manager and Business Page where you are running the Facebook Lead Ad from
  
  
• 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). 

• 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.will
  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

To integrate your Facebook Business Page with a Sub-Account, Navigate to Settings> Integrations>Click on Connect under "Connect your Facebook Account."

It will show you a popup asking you to choose which page to connect to. Choose the desired page and then your integration should be connected.

Navigate to Facebook form mapping. Settings> integrations > Facebook Form Field Mapping. And then map your desired Instant Form to the CRM

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.

Troubleshooting

Why are my Lead Ads not making it into my Sub-Account?

1. Are you an admin of the Facebook page - How to add an admin to my Business Manager
   
2. Can you confirm that your Facebook ads manager selects the correct FB Lead Ad form and matches the one in your Sub-Account? - https://web.facebook.com/business/tools/ads-manager
   
   
3. 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.
   
   
4. 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?

Link mentioned in the gif - https://www.facebook.com/settings?tab=business_tools&ref=settings

6. Once you have completed the steps in the video above, please use the Facebook leads ads testing tool to see if leads are now being added to your Sub-Account.

Choose the correct page and Form in the Lead Ad Testing Tool and hit Create Lead. Keep clicking on Track Status until you get a result. If you get a failure status, then proceed to the next step.

Please Note:

When testing are you able to locate the App ID 390181264778064 

If the app ID does not show up or if the test fails, then LeadConnector does not have access. If that is the case please continue to the steps below.

Go to Business.Facebook.com, head to Business Settings >Integrations> Leads Access. Go to CRMs; if you do not find LeadConnector in the list, that is why the Lead Ads Test tool gave you the error "CRM Access has been revoked from Lead Access Manager."

Then go back to your CRM account> Settings> Integrations> Disconnect your Facebook Connection by clicking Connected. Reconnect your Connection by clicking Connect a Page and then choosing your page from the dropdown.

Once your page is reconnected, head back to Business.Facebook.com , head to Business Settings >Integrations> Leads Access. Go to CRMs. Click on Assign CRMs. Choose LeadConnector from the list and grant it access.

You can then run the Lead ADs Test Tool again; this time, Delete the already existing test lead in the tool and click Create Lead.

Upon a Success status in the lead ads testing tool, you will be able to see the test lead inside the Contacts tab in the CRM.

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; look for the leadConnector app.

Common Errors

Page Quality Issue : 

• 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.
• FB Support Doc:
  

Permission Issue: 

• Go to this link.
• And then this link
• Check if all the permission are enabled for all pages.
  
  
  
  

Instagram Connection/messages Check:

• 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, 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:

• Switch to the desired FB page and go to this link
  
  

Leads, not syncing Issue:

• 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:

Log in to Facebook and click Pages in the left menu.

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   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