How to Connect Facebook Lead Ads to Capsule CRM

Capsule CRM is a customer relationship management platform that helps businesses organize contacts, manage sales opportunities, and keep customer information in one place. If you’re generating leads through Facebook Lead Ads, sending those leads directly to Capsule CRM can help you respond faster and avoid manually transferring lead information.

In this guide, we’ll show you how to connect Facebook Lead Ads to Capsule CRM using Leadsnotify. Once the integration is configured, your Facebook leads can be automatically sent to your Capsule CRM account.

How to Connect Facebook Lead Ads to Capsule CRM

The setup only requires a few steps. You’ll connect your Facebook account, select the Facebook Lead Ads forms you want to use, connect Capsule CRM, map your lead fields, and then send a test lead to confirm everything is working.

Step 1: Sign Up or Log In to Leadsnotify

First, sign up for Leadsnotify or log in if you already have an account.

Step 2: Connect Your Facebook Account

Next, connect your Facebook account with Leadsnotify. You’ll need to authorize the Facebook account that contains the pages and instant forms you want to use.

If you haven’t connected Facebook to Leadsnotify yet, follow the connection instructions in our guide: How to connect Facebook Lead Ads.

Step 3: Create the Capsule CRM Notifier

After connecting Facebook, go to the Leadsnotify dashboard and click Create Notifier.

Search for Facebook Lead to Capsule integration and click Try Now.

The integration page will let you configure both sides of the connection. On the Facebook side, you can select the page and instant forms that should send leads to Capsule CRM.

Step 4: Select Your Facebook Page and Lead Forms

Under the Facebook settings, select the Facebook Page you want to connect and choose the instant forms that should be included in the integration.

You can select multiple forms. Once your forms are selected, Leadsnotify will retrieve the available form fields so they can be mapped to the appropriate Capsule CRM fields.

Step 5: Connect Your Capsule CRM Account

On the Capsule CRM side of the integration, click the Connect button. Leadsnotify will open the Capsule CRM authorization process and ask you to connect your Capsule CRM account.

You’ll then see the Capsule CRM connection screen.

Enter your Capsule CRM Site Address. For example, if your Capsule CRM site address uses leadsnotify, enter that value in the required field and continue.

After you complete the Capsule CRM login and authorization, you’ll be redirected back to Leadsnotify. The integration will then retrieve the available Capsule CRM fields so you can map them to your Facebook Lead Ads fields.

Step 6: Map Facebook Lead Fields to Capsule CRM

Once your Facebook forms and Capsule CRM account are connected, map the fields from your Facebook instant forms to the corresponding fields in Capsule CRM.

This ensures that information such as a lead’s name, email address, phone number, and other form responses are sent to the correct fields in your CRM.

After you’ve finished mapping the fields and configuring the notifier, click Submit to save the integration.

How to Test the Facebook Lead Ads to Capsule CRM Integration

After saving the notifier, Leadsnotify will give you the option to send a test lead. Testing the integration before running your campaigns helps confirm that the Facebook form, field mapping, and Capsule CRM connection are configured correctly.

Select the Facebook form you want to use for testing and click Send Now.

Once the test is successful, open your Capsule CRM contacts and check for the newly created contact.

Start Sending Facebook Leads to Capsule CRM Automatically

That’s it. Your Facebook Lead Ads to Capsule CRM integration is ready. Once the notifier is active, new leads from your selected Facebook instant forms can be sent automatically to Capsule CRM without manually copying lead information between platforms.

With Leadsnotify handling the connection, you can spend less time transferring leads and more time following up with your leads.