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Integrate Facebook Lead Ads with CRM & Email Automation

Posted on the 26 April 2016 by Ankit Prakash @ankitpr89

Over time, Facebook has introduced features for businesses to scale their user base. Hence, Facebook Lead Ads rolled out in October 2015, come as a bonus for marketers to collect information on prospective leads from mobile ads.

Now mobile signups will be easy. In one tap users will reach the signup form, and in another tap they just submit it. The form-filling becomes secure because data is automatically taken from the user's' Facebook profile, like name, email, etc. The best part is, Facebook lead ads are safe and privacy-protected. Businesses will not receive any information of the users until they click on "submit" button. Users can avoid leaving the app to fill in the form.

Creating Facebook Lead Ad Forms

To start creating lead ad forms, few things that need to be taken care of include: (1) Access to your Facebook Business Page; (2) URL to your business's privacy policy; and (3) An image to go with your ad.

You can create your lead ad either on Ads Manager or Power Editor. Facebook for business explains the whole procedure in a detailed manner on its Advertisers Help Centre.

Creating the Ad
  • Open Power Editor or Ads Manager.
    • If you are working on Ads Manager: In the top right section, click on "Create Ad".
    • In the top left of Power Editor, click on "Create Campaign".
  • Select your objective to collect leads and select "page" option from the drop-down menu.
  • Go through the Lead Ads Terms of Service, and hit "agree" to proceed.
  • Name your campaign, and proceed to set the budget and audience for your ad.n name and click Set Audience & Budget.
Budget your Ad
  • Set the audience for your ad. Select locations, age, gender and interests of your target audience.
  • Next is, set the budget for your ad. You need to Schedule it, set your Audience, decide on the Placement, Optimisation and Pricing, and also the Delivery Type. Please note that you cannot target audience below 18 years of age.
  • Select "Choose Ad creative".

Customise your Facebook Lead Ad

  • Your ad should have more context. You will be convincing your audience to do some specific actions. Include enriched but simple call-to-action text, add images or videos to your ad.
  • Call-to-action button is mandatory. Choose Conversion Tracking Pixel if you are using one.
  • Under what type of information you'd want to collect from your leads, select option to create a new form.
  • Give a relevant name to your form, select the most relevant line of business, choose your language and click on next to proceed. Please note: Your audience will view your form in this language.
Integrate Facebook Lead Ads with CRM & Email Automation
  • View the advanced options:
    • Context cards can be added. This lets you feed in additional information on your business.
    • Field IDs can be customised to alter column names for your data when you export your leads. This helps if your CRM requires particular column names to collect leads.
    • Do not skip any sources while downloading your leads. Including leads from all sources will allow you to include every lead that sees your ads either because they have been tagged in some comment or fill up a form while viewing the ad preview in Power Editor or Ads Manager.
  • Click on "next" option.
  • Check for full name and email address in section to input information you want to get from your leads.
Integrate Facebook Lead Ads with CRM & Email Automation
You can type in customised questions in this section.
  • Click 'Next' after you are done adding the questions (a maximum of 3)
  • Your Privacy Policy should have a link. If you have any disclaimers, add a link there too. Click "Next" to proceed.
  • Type in your website URL where you want to redirect your audience after they finish the form. Hit "Next".
  • You can add a context card telling more about your business or skip this step. Click on "Next".
  • Preview your form to see if any changes are needed. Make the amendments and click on "Next".
  • Click on "create form".

The next thing to sort out is to have more conversion rates through this lead ad form and pass on the collected lead to a CRM or an email marketing system.

Integrate Facebook Lead Ads with CRM & Email Automation

Facebook Lead Ads at present allows integration with various marketing tools. However, if you have your own CRM or email marketing application, you can use LeadsBridge to sync your Facebook Lead and custom audience with one application. Leadsbridge was launched exactly when Facebook lead ads were launched. Since then, this app is in full function in more than 432 cities across the globe.

Leadsbridge Facebook Lead Gen Sync

Facebook Lead Ads can be synced - While auto-filling in the lead generation forms makes it easy to get information, Facebook does not allow you store this information anywhere except in a simple CSV file that you can download. LeadsBridge lets you connect your CRM/Auto-responder with Facebook Lead Ads campaign, enabling you to store instantly all information without having to manage any CSV file. It's safe; and you can send opt-in offers, welcome email to subscribers without any complicated manual efforts.

Integrate Facebook Lead Ads with CRM & Email Automation
Leadsbridge Custom Audience Sync

Syncing Custom Audience - Custom Audience is undoubtedly one of the best features of Facebook Ads. You can put email ID or phone number of your customers by importing your list within Facebook itself. LeadsBridge lets you put them on autopilot, syncing your CRM/auto-responder/ email marketing application with Facebook. Since custom audience is far better than interested audience, this syncing helps in increasing the conversion rate. Your Facebook ad gets a fresh batch of leads to nurture and make conversions.

Integrate Facebook Lead Ads with Email Autoresponders

Interacting with users is like a continuous loop. From bringing them to mobile lead ads to getting them converted into paid users to retaining them- the loop goes on. Hence, it is necessary for marketers to maintain constant contact with leads at every step. Now, doing this manually will take up a lot of time and energy. However, email marketing tools save the day.

Leadsbridge allow you to integrate your email autoresponder so that your user interaction does not get hampered at any stage. For instance, the moment a subscriber signs up from the mobile lead ad, they receive automated emails welcoming them.

Your Facebook lead ad can end with a link to " visit website ". Here, the lead ad is a part of the whole customer acquisition and retention process. The process also requires you to send a relevant page after they are done with form-filling. Some brilliant examples that you can look into are:

  1. Newsfeeds - "Your FREE guidebook is here. Download now"
  2. The Facebook lead ad asks - [name] [email].
  3. After submission - Visit XYZ ( Your website name)
  4. Landing page - "One-click download here."
  5. Immediately you make it a point to send the guide via email.

For a Facebook lead ad to work effectively and seamlessly, you need to integrate it with tools like GetResponse, Drip, Mailchimp, MailerLite, Aweber and so on.

Integrate Facebook Lead Ads with CRM & Email Automation

Integration with Facebook Lead Ads through Leadsbridge is possible on:

  • Constant Contact
  • Inxmail
  • Marketo
  • Salesforce Marketing Cloud
  • Sailthru
  • Sparkroom
  • Oracle Eloqua

You can check the other apps that allow integration directly or indirectly from here.

Leadsbridge allows you to integrate with more than 40+ different marketing solutions. Starting with email marketing solutions to CRM integrations, Webinar integrations, and customised solutions- LeadsBridge has covered it all.

If your CRM or email marketing solution integration is not listed with Leadsbridge, you can create your own HTML form inside LeadsBridge. Your leads will automatically get synced once you paste the customised HTML code in LeadsBridge. You can use Webhook integration to send your lead data wherever you want too.

Integrate Facebook Lead Ads with CRM & Email Automation

Webhook is a way to send each lead you have collected via Facebook Lead Ad to a specific URL.

Email marketing integration with Facebook Lead Ads is possible with-

CRM integrations with Facebook Lead Ads include-

Integrate Facebook Lead Ads with CRM & Email Automation

Webinar integrations with Facebook Lead Ads happen on-

LeadsBridge also allows email integrations. This means you will receive notifications about new leads directly to your inbox.

LeadsBridge: Inbox Notification for Facebook Lead Ads

LeadsBridge app's feature list consists of a unique feature: Inbox notification for leads via Facebook Lead Ad. Instead of having to log in all the time to keep a tab on your new leads signing up from mobile ads on Facebook, you can get notified directly in your mailbox with this feature. For every lead that signs up or subscribes, you get an email notification. You can then plan your next action accordingly and on-time too. Also, your sales team will receive the lead without any third party intervention and also send out a welcome email automatically to let your leads know that you care.

Integrate Facebook Lead Ads with CRM & Email Automation

You can create the welcome email template before-hand and set it up such that whenever a lead signs up, an email goes out to him/her.

However, if your CRM does not have the feature to send out emails, you will still be in a win-win situation with LeadsBridge in two particular ways:

  1. Lead signup detail delivered to you immediately.
  2. Update your leads that you have received their information and will soon get in touch with them.

This feature also allows you to include coupons and increase the rate of your conversions. You can include your promotional coupon in LeadsBridge, and send them automatically immediately when a subscriber signs up from the lead ad.

More useful features of LeadsBridge:
  • In-depth analysis of lead ad's questions responses: LeadsBridge gives you more power with Lead Ad's questions. Using this feature, you can validate your idea and understand your users on a deeper level.
  • Field mapping and advanced segmentation - using this feature you can map the basic and advanced lead fields according to the supplied information from lead ads and the application where you are adding these information. Whereas, advanced segmentation helps you to segment and filter the leads according to business requirement of email marketing / automation suite.
Integrate Facebook Lead Ads with CRM & Email Automation

Facebook Lead Ads help businesses to locate their target users and connect with them effectively. Whether you are selling books or cars or providing services like job search, a mobile lead generation ad is what every marketer is targeting on. With consumers moving to mobile in large chunks, demand of the hour is to get connected to them on mobiles and convince them to become your paid users without delay.


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