Facebook Documentation - 365 Lead Management

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How to Export Facebook Leads to 365 Lead Management CRM

Step: 1 Web setting

Go to Store “Web Setting" and Click On “Facebook Setting”
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Web Setting >> Facebook Setting

Step: 2 Login with Facebook

Click on “Login with Facebook” Button
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Web Setting >> Facebook Setting >> Login with Facebook

Step: 3 Open Facebook Popup

Login “Facebook”
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Web Setting >> Facebook Setting >> Login with Facebook >> Login Facebook

Step: 4 Select Lead Label

Select Lead Label
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Web Setting >> Facebook Setting >> Login with Facebook >> Login Facebook >> Select Lead Label

Step: 5 Save

Click on “Save Button”
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Web Setting >> Facebook Setting >> Login with Facebook >> Login Facebook >> Select Lead Label >> Save

Step: 6 Add Dynamic Label

If you are running multiple lead generation campign in Facebook and you want to add dynamic labels to the all leads automatically. And also want to send automation WhatsApp message or Email. You can do that by adding label attribute in your Facebook Ad Form.

While you are creating ad form go to settings tab and add new attribute label and set value same as your lead label. So, Whenever any user submit the lead it will goes to 365 Lead Management CRM and CRM will add label and also send automation message based on selected label.

Click on “Create Form”
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Create Form

Step: 7 Go to Setting Section

Click on “Setting Tab” and Add new field in tracking parameters and add your Label name
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Create Form >> Go to Setting >> Add Labels

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