Facebook Lead Ads Connector (v2.0)

1. Feature Overview

The LeadSquared Facebook 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 Facebook Lead Ads connector, please click here.

Note: If you are running an older version of the Facebook Lead Ads connector (v1.0), it is recommended that you migrate to the latest version of the connector (v2.0), as specified in this article.

LeadSquared's Facebook Lead Ads Connector

Notes:

 

2. Prerequisites

  • You must have an active Facebook Business account.
  • You must be an Administrator of your LeadSquared account and your Facebook Ad account.
  • This is a paid feature. To enable it, please reach out to your account manager, or write to support@leadsquared.com.

 

3. How it Works

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

  1. Install the Facebook Lead Ads Connector
  2. Connect your Facebook 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 Lead Ads connector on your account –

  1. From the main menu, navigate to Apps>Apps Marketplace.
  2. Search for Facebook Lead Ads v2.0, 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 Lead Ads v2.0 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's Facebook Lead Ads Connector

 

5. Connect Ad Accounts

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

  1. Navigate to Apps>Facebook Lead Ads Connector.
  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 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. Logs & Reports

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. Troubleshooting

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. 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

 

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