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How to connect Facebook leads to Ontraport

Stephen Jones BestCRMSoftware Author
Author
Stephen Jones
CRM Consultant
Stephen Jones BestCRMSoftware Author
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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Financial Services CRM Specialist
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Sarah Cruz
Financial Services CRM Specialist
Financial Services CRM Specialist
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
How to connect Facebook leads to Ontraport mockup
Latest Update: Sep 16, 2024, 8:45 am
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Quick introduction:

The integration of Facebook leads with Ontraport has been a long-time dream for advertisers who want to be able to maximize their efforts while generating leads from Facebook. It’s a simple process of getting people out of your Facebook ads and into Ontraport, where they can be kept as leads.

Creating effective leads for Facebook can be a challenge for many businesses and agencies. However, with the help of third-party services like Leadsbridge, you can streamline the process and generate high-quality leads on Ontraport.

Leadsbridge is a powerful tool that integrates with Ontraport, allowing you to seamlessly connect your Facebook ad campaigns with your CRM system.

Step-by-step Guide on How to Connect Facebook Leads to Ontraport

Here’s how you can create Facebook ad leads on Ontraport using Leadsbridge:

Step 1: Log in to the LeadsBridge Account

  • Once you enter the LeadsBridge account credentials, you may be redirected to the page where you can create a new bridge.
  • Click on the “Create New Bridge” button; this action will take you to the initial step of bridge creation.

Step 2: Choose the Apps you want to connect to.

  • Select Facebook Lead Ads as the source for your bridge.
  • Choose Ontraport as the destination.
  • Click on the “Continue” button.
  • You have the option to name your bridge (this name will only appear within LeadsBridge and can be edited later).

  • Select the ‘Source’ and ‘Destination’ where you want to connect leads from and move lead data.
  • Now that your Facebook lead ads are connected, proceed to set up your bridge destination.

Step 3: Integration with Ontraport

  • Using your login credentials, log into your Ontraport account with your username and password.
  • Go to the Settings tab, then click Integrations.
  • Allow access to the Ontraport account.
  • Type in your integration name, app ID, and API key.

Step 4: Facebook integration

  • In the integration section, look for integrations that have listed Facebook among them.
  • Sign in with your Facebook profile information.

 Step 5: Linking your Facebook account

  • You can initiate the process of integration by clicking on the Connect button or adding an account.
  • Log in to your Facebook account and allow Ontraport to access your Facebook leads by following these instructions.

Step 6: Integration settings configuration

  • Adjust the settings you set up in the Facebook integration to match what you would like to add.
  • Tailor data mapping settings to ensure seamless syncing between Facebook leads and Ontraport fields.

Step 7: Integration Test

  • It is recommended that you test this integration before completing it to ensure that your Facebook leads sync smoothly with Ontraport.
  • Run a Facebook ad and confirm that a test lead was created on your Ontraport.

Tips and tricks

Follow these expert tips for optimizing Facebook lead onboarding.

  1. Ontraport lead fields should have consistent naming conventions with Facebook ad campaigns to achieve optimal data mapping.
  2. To preserve data accuracy, keep a close eye on integration performance and act fast to fix synchronization problems.
  3. Set up follow-up sequences for recently acquired Facebook leads automatically by utilizing Ontraport’s automation features.

Wrapping up

Using third-party services like LeadsBridge offers a seamless solution for connecting Facebook leads to Ontraport, streamlining your lead management process.

Through the integration of Facebook leads with Ontraport, marketers can efficiently optimize nurturing processes and centralize lead management.

With the ability to automate data transfer and sync lead information in real time, businesses can focus on engaging with prospects and driving conversions, ultimately enhancing their overall marketing ROI. 

You can effortlessly link your Facebook campaigns to your Ontraport and maximize the results of your marketing initiatives by following the above guide and putting best practices into practice.