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About CRM system integrations for lead ads

You can use a variety of systems to manage the leads you receive from your lead ads. While many advertisers use customer relationship management (CRM) software to manage their leads, others may use email service providers, messaging software or call centre technologies. Facebook integrates with a wide variety of systems to provide you with a seamless experience.

Once integrated with your preferred software, you'll be able to automatically leverage the communication channels and systems you've already set up and maximise the value of the leads you collect. Below are the types of integrations that are currently available:

  • Direct integration: A direct integration allows you to connect your Facebook lead ads directly to a CRM system by integrating Facebook with the CRM software itself.
  • Third-party integration: A third-party integration uses another system, typically Zapier, to connect your Facebook lead ads to a CRM system. Third-party integrations are a great way to connect to a CRM system when a direct integration isn't available.
  • Custom integration: You can create your own tool to upload your leads using the Webhooks and Facebook Graph API.

If you aren't interested in connecting to a CRM system yourself, a Facebook Business Partner may be able to help. These partners build technology solutions that can help you scale and optimise your Facebook ad campaigns. They can help with things such as developing creative, building audiences, connecting CRM systems, setting budgets, reporting and more.

Integrating your CRM system with Facebook has many benefits, but it's not required. You can still download the leads data you collect on Facebook from Ads Manager or your Facebook Page if you choose not to integrate a CRM system.

Note that when you create a lead ad and select Conversion leads as an optimisation for ad delivery, we recommend that you connect your CRM system to send information back to Facebook. This is a separate integration process that requires access to your server and experience writing code. Learn more about how to set up your CRM for conversion leads.

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More in this section: OBJECTIVES

About lead adsAbout instant formsAbout lead ads terms and securityAbout privacy policiesAbout reasonably prominent noticesAbout lead generation in MessengerAbout Advantage+ catalogue ads for lead generationBest practices to create lead adsBest practices to respond to leads
Create from Ads ManagerCreate from your PageCreate using the Promote buttonCreate for InstagramCreate a Advantage+ catalogue ad for lead generationCreate for MessengerAbout performance goal for lead adsAbout instant form typesChange the language of your formAsk the right questions on your formAdd custom questions to your formAdd conditional answers to your formAdd a store locator to your formAdd an appointment request to your formAdd an introduction section to your formAdd a custom disclaimer to your formAdd a completion section to your form
About CRM system integrationsBenefits of integrating your CRM systemAvailable CRM system integrationsConnect your CRM systemConnect your CRM system via ZapierRemove your CRM systemSet up your CRM for conversion leadsAbout tracking parametersSet up tracking parametersChange the field names on your formEdit your instant formArchive your instant form
Information included in your leads dataDownload leads data from Ads ManagerDownload leads data from your PageAbout leads access managerAssign permissions for leads access managerRestore default permissions for leads access managerAbout expired leadsAbout organic leads
Design specifications for lead adsRecommendations and requirementsAvailability of features across devicesPrefill questions available in your formQuestions prohibited on your formExamples of reasonably prominent notices

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Lead Generation

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