How to Connect Facebook Lead Ads to Agile CRM

Agile CRM is a customer relationship management platform that combines sales, marketing, and customer service tools. It helps businesses manage leads, automate sales processes, and organize customer information in one place.

If you generate leads through Facebook Lead Ads, connecting Facebook to Agile CRM can help you move new leads into your CRM automatically instead of manually exporting and importing them.

In this guide, we’ll show you how to connect Facebook Lead Ads to Agile CRM using LeadsNotify. The setup takes only a few steps and includes a test lead so you can verify the integration before using it with your live campaigns.

How to Connect Facebook Lead Ads to Agile CRM

Step 1: Sign In to LeadsNotify

First, sign in to your LeadsNotify account.

Step 2: Connect Your Facebook Account

Before setting up the Agile CRM integration, you need to connect your Facebook account with LeadsNotify. This allows LeadsNotify to access the Facebook pages and lead forms you want to use.

We’ve explained the Facebook connection process in detail in our separate guide. Follow steps 1 and 2 here: How to Set Up Facebook Lead Ad Email Notifications.

Step 3: Create the Facebook Lead Ads to Agile CRM Integration

Click Create notifier. In the Source step, choose Facebook Lead Ads, then select your Facebook Page and the lead forms you want to connect. LeadsNotify loads the fields from those forms. Click Choose destination, select Agile and continue to connect it.

Step 4: Configure Facebook Lead Ads

Make sure you select the correct Facebook page and lead form, especially if you are running multiple Facebook advertising campaigns or using several lead forms.

Step 5: Connect Agile CRM

In the Connect step, click Connect Agile to connect your Agile CRM account with LeadsNotify.

You will need to provide the following Agile CRM account details:

• Email address: Enter the email address associated with your Agile CRM account.
• API Key: Enter your Agile CRM API key.
• Domain Name: Enter your Agile CRM domain prefix. For example, if your account uses leadsnotify as the domain prefix, enter leadsnotify.

After entering the required information, save the configuration so LeadsNotify can connect to your Agile CRM account.

Step 6: Map Facebook Lead Fields to Agile CRM

Once Agile CRM is connected, LeadsNotify can retrieve the available fields from your CRM. You can then map the fields from your Facebook instant form to the corresponding fields in Agile CRM.

Field mapping helps make sure information such as the lead’s name, email address, phone number, and other form responses are sent to the appropriate fields in Agile CRM.

Review the mapping carefully before saving the integration, particularly if your Facebook lead form contains custom questions or your Agile CRM account uses custom fields.

Step 7: Save and Test the Integration

Save the notifier. LeadsNotify switches it on and opens Review and test delivery. Click Send test lead: LeadsNotify asks Meta to create one sample lead on your form and shows the delivery result right there.

Then open your Agile CRM account and check that the lead information has been received correctly.

How the Facebook Lead Ads to Agile CRM Integration Works

Once your integration is active, the workflow is simple:

• A prospect submits your Facebook Lead Ad form.
• LeadsNotify receives the new lead information.
• The configured fields are mapped to the corresponding Agile CRM fields.
• The lead is sent to your Agile CRM account.
• Your team can then manage and follow up with the lead from Agile CRM.

Why Connect Facebook Lead Ads to Agile CRM?

Connecting Facebook Lead Ads with Agile CRM can simplify the process of managing leads generated from your advertising campaigns.

• Reduce manual data entry: Avoid repeatedly copying Facebook leads into your CRM.
• Improve lead follow-up: Get new leads into Agile CRM quickly so your team can act on them.
• Keep lead information organized: Store Facebook lead data inside your existing Agile CRM workflow.
• Support custom fields: Map Facebook form fields to the appropriate Agile CRM fields.
• Test before going live: Verify the integration with a test lead before relying on it for your campaigns.

Start Sending Facebook Leads to Agile CRM

Connecting Facebook Lead Ads to Agile CRM doesn’t have to involve manually exporting leads from Facebook and importing them into your CRM. With LeadsNotify, you can configure the Facebook lead form, connect your Agile CRM account, map your fields, and test the integration in a few steps.

Once everything is working correctly, new leads from your selected Facebook forms can be sent to Agile CRM automatically, helping your team manage and follow up with new prospects more efficiently.