Facebook/Instagram Lead Ads Connector (v2)

1. Feature Overview

The LeadSquared Facebook/Instagram Lead Ads connector sets up a seamless transfer of your lead data from Facebook Ads and Instagram Ads accounts to your LeadSquared account. It allows you to track all your leads from Facebook in real-time, by syncing your Facebook LeadGen form with LeadSquared. This removes the need to constantly download a CSV file from Facebook, and upload it to LeadSquared.

To know more about the connector, please click here.

Note: If you’re running an older version of the Facebook Lead Ads connector (v1.0), we recommend you migrate to the latest version of the connector (v2.0), as specified in this article. To know more, please refer to How to Migrate from Facebook Lead Ads Connector to Facebook/Instagram Lead Ads Connector?

LeadSquared Facebook Instagram Integration

Note:

 

2. Prerequisites

 

3. How it Works

To push leads from LeadSquared to your Facebook/Instagram Ads account, using the Facebook/Instagram Lead Ads connector, complete the following steps –

  1. Install the Facebook/Instagram Lead Ads Connector
  2. Connect your Facebook and Instagram Ad accounts to LeadSquared
  3. Connect your Ad Pages to LeadSquared
  4. Map the default Facebook LeadGen form fields to the corresponding LeadSquared lead fields
  5. Connect your Facebook LeadGen form to LeadSquared
    1. Link the custom form fields to the corresponding LeadSquared lead fields
    2. If required, link the marketing fields to LeadSquared lead fields
    3. If required, link the form tracking parameter to a LeadSquared lead field
    4. Create a test lead on Facebook, and ensure the lead data is pushed to LeadSquared
    5. Activate the LeadGen form to transfer lead data from Facebook to LeadSquared

 

4. Install the Connector

To install the Facebook/Instagram Lead Ads connector on your account –

  1. From the main menu, navigate to Apps>Apps Marketplace.
  2. Search for Facebook/Instagram Lead Ads, and click Install.
    • Alternatively, you can find the connector on the left panel, under Online Ads.
  3. Once the connector is installed, hover your cursor over the settings icon, and click Configure.
  4. On the Configure Facebook/Instagram Lead Ads pop-up, from the Select Role dropdown, choose the user roles for which you want to give connector configuration and actions permission.
    • If you choose to not give permissions to other user roles, then skip this step, and directly click Save.
  5. Once you’re done, click Save. The connector is successfully installed.

LeadSquared Facebook Instagram Integration

 

5. Connect Ad Accounts

Once the connector is installed, connect your Facebook Ads account(s) to LeadSquared.

  1. Navigate to Apps>Facebook/Instagram Lead Ads.
  2. On the Manage Accounts & Pages tab, click Connect Accounts, and then click Login with Facebook.
  3. On the pop-up, log in to your Facebook Business account.
  4. On the pop-up, select all the Facebook ad pages linked to your Facebook Business account, and click Next.
  5. Ensure all the permissions are granted, and then click Done.
  6. Then, on the You’ve now linked LSQ Lead Ads Connector to Facebook pop-up, click OK.
  7. On the Connect Account pop-up, you can see that the Facebook Business Account is now successfully linked to LeadSquared.

LeadSquared's Facebook Lead Ads Connector

Note: You can connect multiple Facebook Business Accounts using the steps given above, by clicking the Connect Accounts button.

 

6. Connect Pages

Once you’ve connected the Facebook Business account(s), from the list of Ad Pages, choose the Pages you want to sync with LeadSquared.

  1. On the Connect Account pop-up, click Next.
  2. On the Select Page(s) to be added pop-up, against the Ad Page you want to link, check the Checkbox checkbox.
  3. Then, click Connect.
  4. To view the page(s) that you have added, click Pages. Here, you can view all the Ad Pages you have connected to LeadSquared.
  5. Once you have connected the Ad Pages to LeadSquared, click Next.

LeadSquared's Facebook Lead Ads Connector

 

To connect pages across multiple Facebook Business accounts –

  1. On the Pages screen, click the Connect Pages button.
  2. From the Select Account pop-up, select the Facebook Business Account from which you want to connect Ad Pages.
  3. The other steps remain the same as listed above.

LeadSquared's Facebook Lead Ads Connector

 

7. Default Field Mapping

After you’ve connected an Ad Page, you must then map the Facebook LeadGen form fields present on that page, to the corresponding LeadSquared lead fields.

7.1 Marketing Fields

Every Facebook form has custom marketing data (like Form Id, Ad Id, Campaign Id etc.), and this data is present within Marketing Fields. All the marketing details are captured as an activity in LeadSquared, but if you want to store this data on the Lead Details page, then you can map the Facebook form fields to any LeadSquared lead field or custom field. This data can be used to compare two or more forms, see how efficient each form is, and so on.

LeadSquared's Facebook Lead Ads Connector

Note: By default, Campaign Name is mapped to the Source Campaign lead field. To map the other fields, please refer to the steps below.

By default, when a Facebook LeadGen form submission takes place (and when a new lead is created or updated in LeadSquared), the marketing fields are captured as an activity and posted on the Lead Details page. The activity is called Facebook Lead Ads Submissions, and it contains the details of all the marketing fields (such as Form ID, Ad Set ID, Campaign ID, etc.).

LeadSquared's Facebook Lead Ads Connector

 

7.2 Default Field Types

Facebook has a set of default lead capture fields, which are common across all their forms. You must map these lead capture fields to the corresponding LeadSquared lead fields. This mapping will reflect across all the Facebook LeadGen forms you connect with LeadSquared.

Note: Only default Facebook fields show up here. If you have created custom fields, it will show up in the next step, under Activate Form.

To map the fields –

  1. Map each Field Type (Facebook LeadGen Form field) to the relevant LeadSquared lead field, by selecting the field from the Lead Field dropdown options.
    • If you choose to not map a particular field, then choose None from the dropdown options.
  2. Some of the Field Type fields are automatically mapped to a LeadSquared lead field. If the mapping is accurate, then you can let it be as such.
  3. The data type for the LeadSquared Lead Field that you’ve selected is listed under Lead Field Data Type. This will ensure that you’re mapping the Facebook form field to the correct data type.
  4. Once you’ve mapped all the fields, click Save and Next.

LeadSquared's Facebook Lead Ads Connector

 

8. Connect LeadGen Form

To send lead data from Facebook to LeadSquared, you must link an active Facebook LeadGen form to LeadSquared. The field mapping you completed in the previous step will reflect here by default.

Note: An active form is a form that’s less than 90 days old. If the form is older than that, please create a duplicate form, and link that to LeadSquared.
  1. On the LeadGen Forms tab, click Connect LeadGen Form(s).
  2. On the Sync Active Forms pop-up, select the Account and Page that contains the form you’re looking to link.
  3. Against Created On, filter by the date range during which the form was created.
  4. Then, enter the form name in the Search Forms search box.
  5. Against the form you’re looking to connect, check the Checkbox checkbox, and click Connect Forms.
  6. Your form is now synced to LeadSquared.

LeadSquared's Facebook Lead Ads Connector

 

8.1 Activate Form – Questions

You must map custom LeadGen form fields (if they are present in the form) to the corresponding LeadSquared lead fields. To learn how to create custom lead fields in LeadSquared, see How to Create Custom Lead Fields.

  1. On the LeadGen Forms screen, click the Activate button.
    • Alternatively, if there are unmapped fields that need to be mapped, then click the hyperlink under Mapping.
  2. On the Activate Form pop-up, on the Questions tab, if there are unmapped custom fields, map it to the corresponding LeadSquared lead field from the Lead Field(s) dropdown.
    • To disable a Facebook form field, and not capture that data in the lead creation process, you can leave the lead fields blank, or you can disable the Zoom slider.
  3. Once you’re done, click Save Changes & Next.

LeadSquared's Facebook Lead Ads Connector

 

8.2 Activate Form – Marketing Fields

On this screen, you can choose to store the marketing data (Form Id, Campaign Id, etc.) present in the form’s Marketing Fields in your LeadSquared lead fields.

  1. Against the Form Field(s), from the Lead Fields dropdown, choose the lead field in which you want to store the marketing data.
    • If you do not wish to store the data in your lead fields, you can leave the lead fields blank, or you can disable the Zoom slider.
  2. Once you’re done, click Save Changes & Next.

LeadSquared's Facebook Lead Ads Connector

 

8.3 Activate Form – Tracking Parameters

If you’ve added tracking parameters to your Facebook form, those parameters will show up on this screen. You can choose to store the default tracking parameter value in a lead field. This will help you identify which leads have been created through the tracking parameter (source) that you have listed.

  1. Against the Default Value, from the Lead Fields dropdown, choose the lead field in which you want to store the tracking parameter data.
    • If you do not wish to store the data in your lead fields, you can leave the lead fields blank, or you can disable the Zoom slider.
  2. Once you’re done, click Save Changes & Next.

LeadSquared's Facebook Lead Ads Connector

Note: To know how to set-up tracking parameters on your Facebook form, please refer to Set up tracking parameters for your lead ads.

 

8.4 Test Lead

To create a test lead through Facebook, navigate to Lead Ads Testing Tool. To know more, please refer to Facebook Lead Ads Testing Tool.

Once you’ve created a test lead, to know if the test lead data is successfully pushed to LeadSquared –

  1. On the Facebook Lead Ads Connector page, navigate to the Logs & Reports tab.
  2. Select the Account, Page and Form in which you created the test lead.
  3. Change the date range to Today. In a couple of minutes, you’ll then be able to view the test lead that was created.
  4. If the test lead you created has been successfully pushed to LeadSquared, you can view the details here.
  5. Then, go back to the Activate Form pop-up, and on the Test Lead tab, click Save Changes & Next.

LeadSquared's Facebook Lead Ads Connector

Note: Once the test lead is visible on the Logs & Reports tab, click the Lead ID link, or navigate to the Manage Leads page to confirm that the test lead and all the lead data has been successfully captured by LeadSquared.

LeadSquared's Facebook Lead Ads Connector

 

8.5 Activate Form Sync

Once you have created a test lead, and confirmed that the test lead is being pushed to LeadSquared, you must activate the form. To do this, click Activate Form. Once the form is activated, the Sync Status will change to Active.

Your form can now actively capture leads from Facebook, and send lead data to LeadSquared.

LeadSquared's Facebook Lead Ads Connector

 

8.6 Additional Actions

You can perform the following additional actions on the LeadGen tab.

  • To deactivate a LeadGen form but retain the form configuration, under Actions, click Deactivate.
  • To delete a LeadGen form, under Actions, click the icon.
  • To configure additional settings, under Actions, click LeadSquared's Facebook Lead Ads Connector. On the Additional Configuration pop-up, you can configure the following settings –
    • Lead Source – Select the source you want to enter in the Lead Source lead field for all the leads generated through this form.
    • Add lead to list – If you want to add all the leads generated through this form to a lead list, then select the lead list from the dropdown. To know more, see How to Create a Lead List.
    • Search By – If required, set a primary search key (e.g., Email Address, Mobile Number, etc.) for all the leads generated through this form.
    • Secondary Search By – If required, set a secondary search key for all the leads generated through this form. This is a fall-back option, for a situation where the primary search key value is not provided by the lead.

LeadSquared's Facebook Lead Ads Connector

 

9. Notification Settings

There are various errors (e.g., “Failed to create activity”, “Invalid Phone Format”, etc.) you might encounter when using this connector, which may temporarily break the lead capture process. To fix these errors, please refer to the Errors section under Troubleshooting – Other Issues.

If required, these errors can be consolidated and emailed to you as a daily report. These reports will provide a view of all the errors captured across the Facebook forms linked to your pages. You can add up to 10 LeadSquared users to receive the error reports.

LeadSquared Facebook Integration

To receive these reports –

  1. Navigate to the Notification Settings tab, and enable the Slider slider.
  2. From the Select Recipients dropdown, add the list of LeadSquared users who can receive the reports.
    • These reports will be sent to the email Ids configured in your LeadSquared accounts.
  3. Then, select the time you want to receive these reports. The errors captured over the past 24-hours (00:00-23:59 GMT) will be sent at the time you have selected.
  4. Once you’re done, please click Save & Next.
Note: Once configured, you will begin receiving email reports from the next day, at the selected time.

LeadSquared Facebook Integration

 

10. Logs & Reports

10.1 View Logs

Here, you can view the lead request logs received by LeadSquared for new leads, updated leads,  lead capture error, and unprocessed leads, for each LeadGen form. Select the Account, Page and Form for which you want to view the logs. On these screens, you can filter logs by date range, Lead Detail Response and Lead Capture Logs. You can also search for a lead using the LeadGen ID.

  • New Leads – All the new leads that have been pushed to LeadSquared.
  • Leads Updated – Existing leads’ whose lead details have been updated through this Facebook form.
  • Errors – Leads that haven’t been pushed to LeadSquared, because of an error during lead capture. The reason for this error is listed under Status Reason. Once the error is rectified, to capture the lead details, under Actions, click the Refresh icon.
  • Unprocessed – Certain leads remain unprocessed due to the Facebook Business account being inactive, or due to permissions-related issues. Once you’ve rectified these errors, click Process Leads Now. This will process all the leads in bulk. You can perform this action only once every 24-hours.

LeadSquared's Facebook Lead Ads Connector

 

10.2 Sync Missing Leads

In instances when lead data is not pushed from Facebook to LeadSquared (for e.g., when updated Facebook T&C has not been accepted, when the annual Data Use Checkup developer policies are not accepted, when Facebook servers are down, when the API is broken, etc.), you can manually fetch the data once all the issues are rectified and all the policies are accepted. This will capture and sync the lead data to specific lead fields within LeadSquared. To do this –

  1. Navigate to the Logs & Reports section.
  2. Select the Account, Page and Form within which leads have not been synced.
  3. Click the Sync Manually button.
  4. On the Sync Missing Lead(s) pop-up, enter the date range for which leads have not been synced. The date range must not exceed the last seven days.
  5. Once you’ve selected the date range, click Sync. Missed lead data from Facebook will be synced to the relevant lead fields in LeadSquared.

LeadSquared's Facebook Lead Ads Connector

Note:

  • Manual sync cannot be performed at the account level. It can only be performed on the form level, so please select a form in order to carry out a manual sync.
  • If you want to sync missed leads for a date range that exceeds the last seven days, please reach out to your account manager, or write to support@leadsquared.com.

 

11. Troubleshooting

1. Manage Page Permissions

When connecting your Facebook Business Account, you must ensure all permissions are granted, or you may get one of the following errors –

  • On the Manage Accounts & Pages tab, the Subscription Status will show as Failed. This means that leads won’t be pushed to LeadSquared.
  • If a user tries to send a test lead using the Facebook Ad Page link, the ad page won’t be available.

To rectify these errors, and to grant the Manage Page Permission –

1.1 Verify if Users have Manage Page Permission

  1. On your Facebook Business Account page, from the left-panel, click Settings, and then click Business settings.
  2. On the Business settings screen, under Accounts, click Pages.
  3. Under Pages, select the page that you have added to LeadSquared.
  4. Then, click on the user profile for which you want to check if permissions are granted, and scroll down to Full control.
  5. Against Manage Page, ensure the LeadSquared's Facebook Lead Ads Connector slider is enabled.

LeadSquared's Facebook Lead Ads Connector

 

1.2 Grant Manage Page Permissions to Users

If the Manage Page permission is not enabled for a user –

  1. On your Facebook Business Account page, from the left-panel, click Settings, and then click Business settings.
  2. On the Business settings screen, under Users, click People.
  3. Under People, in the search box, click Add, and on the Invite People pop-up, enter the email address of the users you want to grant the permissions to.
  4. Then, on the Assign Access pop-up, select the page for which you want to grant Manage Page permission, and click Invite.
  5. Once the user accepts the invitation they have received, they will have the access to the page.

LeadSquared's Facebook Lead Ads Connector

 

2. Lead Access Permission

If the Lead Access setting is not enabled, your lead transfer will not get processed in LeadSquared. Under Logs & Reports, you will get a “100 Bad Request error”, and the leads will reflect as Unprocessed. To rectify this error, you must grant Lead Access permission.

  1. On your Facebook Business Account page, from the left-panel, click Settings, and then click Business settings.
  2. On the Business settings screen, under Integrations, click Lead Access.
  3. Select the page you have added to LeadSquared.
  4. On the page tab, under People, click the Assign People button.
  5. On the Add People and set permissions pop-up, select the users to whom you want to grant Lead Access permission.
  6. Once you’ve selected the users, click Assign. Your users can now access your leads’ information.

LeadSquared's Facebook Lead Ads Connector

 

3. Assigned CRM Set-Up

If the Assign CRM setting is not enabled, you will not receive lead data, or existing lead updates, in real-time. To enable this setting –

  1. On your Facebook Business Account page, from the left-panel, click Settings, and then click Business settings.
  2. On the Business settings screen, under Integrations, click Lead Access.
  3. Select the page you have added to LeadSquared.
  4. On the page tab, under CRMs, click the Assign CRM button.
    • Ensure that the LSQ Lead Ads Connector app is listed under Apps. If it’s not listed, then please authenticate the connector again on LeadSquared.
  5. On the Add CRMs and set permissions pop-up, you will see a list of all the CRMs that are connected to your Facebook Page, along with LSQ Lead Ads Connector.
  6. Against LSQ Lead Ads Connector, click the checkbox, and then click Assign.

LeadSquared's Facebook Lead Ads Connector

 

4. App Permissions

When connecting your Facebook Business Account to LeadSquared, if any of the following permissions were not enabled (in step 5. Connect Ad Accounts), then lead data transfer will not take place successfully –

  • Show a list of the Pages you manage
  • Access leads for your Pages
  • Read content posted on the Page
  • Manage accounts, settings and webhooks for a Page
  • Create and manage ads for your Page

To enable seamless lead transfer, you must re-authenticate the account in Facebook Lead Ads Connector by providing all the permissions. To do this –

  1. Log in to your Facebook account, and navigate to Settings & Privacy>Settings.
  2. From the left-panel, click Business Integration.
  3. Then, select the LSQ Lead Ads Connector, and click View and Edit to enable the permissions.
  4. Once you’re done, click Save.

LeadSquared's Facebook Lead Ads Connector

 

5. Other Issues

Apart from the ones listed above, you might encounter other issues when working on this connector. These issues will be listed on the Logs & Reports tab, under the Errors section or the Unprocessed section.

LeadSquared Facebook connector

Under the Errors section, the following issues are listed –

ErrorsResolutions
Either form is inactive or not saved
  1. Please navigate to Facebook/Instagram Lead Ads>LeadGen Forms.
  2. Select your Account and Page from the respective dropdowns.
  3. Then, for the form that’s saved as a Draft, click the Activate button.
  4. Once the form is in the Active state, navigate to Logs & Reports>Errors, and click the Refresh Refresh button. The form will now start capturing leads.
Failed to create activityThe activity will be created only when the Facebook Lead Ads Submission activity type is Active. To ensure this –

  1. Please navigate to My Profile>Settings>Leads>Custom Activities & Scores.
  2. From the Show dropdown, filter by Inactive.
  3. Against the Facebook Lead Ads Submissions activity, click the LeadSquared Facebook connector icon. The activity is now Active.
  4. Once this is rectified, navigate to Logs & Reports>Errors, and click the Refresh button.
Attribute “CreatedOn” is ReadOnly. Cannot update the attribute.A read-only LeadSquared field cannot be updated with any other value. Please select a different field on the Default Mapping tab, as well as on the LeadGen Forms mapping tab.
Once this is rectified, navigate to Logs & Reports>Errors, and click the Refresh button.
Invalid Phone FormatInvalid phone format received, no action required from your end.
Invalid DataInvalid data sent from Facebook. Please check the Logs & Reports tab for more details.
Phone number should be of at least 7 digitsInvalid phone format received, no action required from your end.
Attribute “ProspectActivityDate_Min” cannot be updatedDefault and LeadGen Form mapping is not allowed with system fields. Please select a custom field, and map it to either form.
Once this is rectified, navigate to Logs & Reports>Errors, and click the Refresh button.
Invalid Owner IdDefault and LeadGen Form mapping is not allowed with system fields. Please select a custom field, and map it to the form.
Once this is rectified, navigate to Logs & Reports>Errors, and click the Refresh button.
A Lead with the same email Id/phone number already existsDuplicate lead received, no action required.
Either of FirstName, LastName, EmailAddress, Phone, Mobile, TwitterId, FacebookId, LinkedInId, SkypeId, GTalkId, GooglePlusId is required. Cannot create LeadA primary lead identifier is missing. Please ensure that at least one lead identifier is mapped to the Default and/or the LeadGen Form.
Once this is rectified, navigate to Logs & Reports>Errors, and click the Refresh button.
There was an error processing the request. Please contact administrator.Please navigate to Logs & Reports>Errors, and retry the lead capture process.
503 Service UnavailablePlease navigate to Logs & Reports>Errors, and retry the lead capture process.

 

Under the Unprocessed section, the following issues are listed –

Unprocessed ReasonsResolution
Error validating access token: The session has been invalidated because the user changed their password or Facebook has changed the session for security reasons.Facebook Authentication has either expired or is missing. Please authenticate the Facebook Ad account that’s linked to your LeadSquared account, and ensure that the required permissions (Manage Leads, CRM Access, Lead Access, etc.), are intact. To know how to rectify this, please refer to the Troubleshooting steps listed above.
Once this is rectified, navigate to Logs & Reports>Unprocessed, and click the Refresh button.
Unsupported get request. Object with ID ‘771XXXXXXX0’ does not exist, cannot be loaded due to missing permissions, or does not support this operation.Facebook Authentication has either expired or is missing. Please authenticate the Facebook Ad account that’s linked to your LeadSquared account, and ensure that the required permissions (Manage Leads, CRM Access, Lead Access, etc.), are intact. To know how to rectify this, please refer to the Troubleshooting steps listed above.
Once this is rectified, navigate to Logs & Reports>Unprocessed, and click the Refresh button.
The user must be an administrator, editor, or moderator of the page in order to impersonate it. If the page business requires Two Factor Authentication, the user also needs to enable Two Factor Authentication.Please ensure that the user connected to this page has admin access. You can grant admin access from your Facebook account, by navigating to Page Settings.
Once this is rectified, navigate to Logs & Reports>Unprocessed, and click the Refresh button.

 

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