25, September, 2024
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How to Connect Facebook Leads to Insightly 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
Sarah Cruz writes about customer relationship management solutions, bringing a deep understanding of the financial services industry. With a proven track record in wealth management and client relations, she provides helpful pointers on how CRMs can enhance client service, streamline workflows, and, ultimately, drive growth within the financial sector.
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Latest Update:
Sep 16, 2024, 8:45 am
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Quick introduction:
Are you all set to enhance your lead management strategy? Imagine the ease of syncing your Facebook leads with Insightly CRM, resulting in streamlined workflow and increased conversions.Â
Currently, you cannot directly integrate Facebook and Insightly CRM, necessitating the use of third-party tools like Zapier or custom development. Insightly CRM lacks a native feature exclusively for integrating Facebook Lead Ads.
In this article, we’ll take a look at how to connect facebook leads to Insightly CRM using Zapier. Let’s get started!
Using Zapier for Integration
1. Login to Zapier
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2. Create Zap
When logged in, click on the “Create Zap” option situated within the three dots positioned at the top right corner of the screen.
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3. Click on Trigger
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Click on “Trigger” to set up the automation.
4. Choose Trigger
Look for and choose “Facebook Lead Ads” to get the integration started.
This application will kick off the process whenever a new lead is obtained through your Facebook Lead Ads campaign.
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5. Authenticate Facebook Account
If your Facebook account hasn’t been linked to Zapier previously, you will need to authenticate it by following the on-screen instructions.
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6. Choose Trigger Event
Choose the certain trigger event that starts the integration off. Typically, this is “NewLead.”
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Once you pick the activation event, Zapier will ask you to test it by collecting test data from your Facebook profile to verify that everything is configured correctly.
7. Click on Action
After setting up the trigger, selecting Insightly CRM as the action app for capturing new leads is necessary.
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8. Choose Insightly
Search and select “Insightly” from the list of available apps.
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9. Select the Action Event
Select the action event you want in Insightly when a fresh lead is caught on Facebook. This may involve making a new record, updating an existing record, and so on.
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10. Click on Continue
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11. Connect Your Insightly Account
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12. Authenticate Insightly Account
If you have not linked your Insightly account to Zapier previously, authenticating it will require you to provide your Insightly API key.
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After the integration of Facebook and Insightly accounts, you will need to map fields from Facebook Lead Ads to their corresponding fields in Insightly.
Once the fields are mapped, testing can be done by creating a test record in Insightly using the trigger event data.
13. Turn On Zap
If the test results are successful, you can activate your Zap to automate the connection between Facebook Lead Ads and Insightly.
Key Points
- The qualification criteria to filter out irrelevant leads should be clear.
- The integration should be tested thoroughly to validate data transfer and workflow automation.
- It is essential to maintain compliance with data privacy regulations throughout the integration process.
Wrapping Up
Linking Facebook leads to Insightly CRM through Zapier offers a transforming lead management process. The lead generation efforts are maximized by precise data mapping, effective workflows, and alignment with data privacy regulations.
With streamlined lead management, you can stay ahead of the competition, cultivate valuable connections, and observe your business flourish.
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