Connect your Social Media Lead Forms to generate Leads automatically in Salesmate
Prerequisite: You must have installed the Ads app to connect lead forms. Learn More
How to add New Social Media Lead Form
To add new Social Media Lead Form
- Navigate to the Profile Icon on the top right corner
- Click on the Set Up
- Head over to the Automation category
- Click on the Social Lead Forms
- Click on Connect Lead Form to connect a new Form
A popup will display, prompting you to choose the following details:
- Social Media Platform: Select the platform you want to connect for Lead Forms.
- Connected Account: Choose the specific account from which you wish to connect the Lead Form.
- Select Page: Select the Page from the pages accessible to your connected account.
- Select Form: Select the Form that you want to connect for syncing leads.
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Sync Time Frame:
- All Leads: Sync leads captured in the last 90 days and any new leads that submit the Form.
- New Leads: Sync only new leads that submit the Form
You will now get option to select the other details,
- Choose Owner: Select the Owner for the contacts created via this lead form.
- Contact Type: Select a Type for the contacts created via Lead Forms.
- Add Contact to List: Select the Lists to which contacts created via Lead Forms should be added.
- Associate Tags: Assign Tags to segregate the created Contacts .
- Once done, Map the Form Fields with the Salesmate Fields. Learn More
- If you have selected the Email Field, you will be redirected to the page to configure the consent preferences for the subscription types.
- Once you configure the preference confirm the preference and click on Start Sync.
Note: Once the Form is connected the Primary Fields Name, Email, and Phone Number cannot be Mapped/Updated. If you wish to make change to any of these details, you would need to delete the existing form and reconnect it.
- After successfully connecting the form, you can start capturing leads generated by your Facebook ads.
Note:
- Contact duplication is checked based on their email address. The system will override the Map values with the updated values available from Facebook.
- Company/Other module duplication is checked based on its name/primary field. The system will override the Map values with the updated values available from Facebook.
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