25, September, 2024
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How to connect facebook leads to Nethunt CRM
Biography
Stephen Jones is a seasoned Customer Relationship Management (CRM) professional with over 7 years of experience in the field. Throughout his career, he has helped businesses of all sizes implement and optimize their CRM systems to drive sales growth, improve customer satisfaction, and streamline operations. Stephen is passionate about sharing his CRM expertise and insights through insightful blog posts and articles.
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Biography
Anna Rodriguez is a CRM consultant with 4 years of experience in helping businesses across various industries select, implement, and manage their CRM systems. She is skilled in CRM system customization, data migration, and user adoption strategies. Anna is passionate about helping businesses unlock the full potential of their CRM systems and fostering a customer-centric culture within organizations. She constantly keeps on top of the newest industry trends and holds a Bachelor's degree in Information Technology.
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Latest Update:
Aug 6, 2024, 12:24 pm
Integrating Facebook leads with NetHunt CRM streamlines your lead management process, guaranteeing that no potential customers fall through the gaps.
You can create automatic workflows to harvest leads from Facebook advertisements, integrate them with NetHunt CRM, and execute personalized follow-ups. This can contribute in making your lead management process more efficient. For this, you need to first connect your leads to the CRM.
This guide will go into the details of how to connect Facebook leads with NetHunt CRM. Let’s get started!
Step 1: Create a Lead Ad on Facebook
The first step requires you to log in to your Facebook Ads Manager.
You will need to create a lead ad campaign or select an existing one and set up a lead form including the fields you wish your customers to answer.
Step 2: Set Up CRM Email Integration in NetHunt
- The next step requires you to log in to your NetHunt CRM account.
- Visit Settings and select the ‘Integration’ option.
- Locate the ‘Email Forwarding’ option and set up a forwarding address provided by NetHunt CRM.
- Your Facebook leads will be forwarded to the mentioned email address.
Step 3: Access Facebook Leads
Once you have successfully set up your Facebook lead ad, access the leads generated by it.
- Navigate to your Facebook page associated with the ad campaign and click on the ‘Publishing Tools’ button.
- Select your lead form under the ‘Forms Library’ option.
Step 4: Configure Email Notifications
Go to the Lead forms settings and click on the ‘Leads Setup’ corner.
You will need to enable the email notifications for any new leads and enter the email address of NetHunt CRM.
Step 5: Test the Integration
This step will ask you to test the integration by submitting a lead through your Facebook form and checking if it’s being received on your NetHunt CRM via email. Test the integration to make sure everything is running smoothly.
Congratulations! You can now easily access Facebook leads on the NetHunt CRM portal.
Wrapping Up
Connecting Facebook leads to NetHunt CRM provides a valuable chance to streamline your lead management process.
By using integration tools and automated workflows, you can ensure that data flows seamlessly from Facebook leads to your CRM, allowing for tailored follow-ups and lead nurturing. This integration increases efficiency and efficacy in converting leads into loyal consumers.
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