How to Connect Facebook Leads to Insightly CRM

Insightly is a CRM platform that helps businesses manage contacts, sales opportunities, projects, and customer relationships. If you’re using Facebook Lead Ads to generate new prospects, you can connect Facebook leads to Insightly CRM and automatically send new lead information to Insightly using LeadsNotify.

Instead of manually exporting Facebook leads and importing them into your CRM, you can create an automated workflow that sends new Facebook Lead Ads submissions directly to your Insightly account. In this guide, we’ll show you how to connect Facebook Lead Ads to Insightly CRM with LeadsNotify in just a few steps.

How to Connect Facebook Lead Ads to Insightly CRM

The integration connects your Facebook Lead Ads forms with Insightly through LeadsNotify. Once the setup is complete, new leads submitted through your selected Facebook forms can be sent automatically to Insightly without requiring a manual export and import.

This can be useful for teams looking for Facebook lead CRM automation or a simple way to connect Facebook leads to their existing CRM workflow.

Step 1: Sign Up and Log In to LeadsNotify

First, sign up for LeadsNotify or log in to your existing account.

Step 2: Connect Your Facebook Account

Connect your Facebook account with LeadsNotify. If you haven’t connected Facebook before, follow Steps 1 and 2 in our guide to connecting Facebook Lead Ads.

Step 3: Create an Insightly Notifier

After logging in, open the Create Notifier option. Search for the Insightly integration and click Try Now.

After clicking Try Now, you’ll see two boxes. In the first box, select the Facebook Page and lead forms you want to connect. After selecting an Instant Form, LeadsNotify will display the available fields from the selected form.

In the right-hand box, you’ll need to enter your Insightly API Key. This key allows LeadsNotify to connect to your Insightly account and retrieve the fields needed to map your Facebook lead form data.

Find Your Insightly API Key

Log in to your Insightly account, click your profile picture, and open User Settings. Scroll down until you find your API key.

Copy the Insightly API key and paste it into the API Key field in LeadsNotify. This allows LeadsNotify to fetch the available Insightly fields so you can map them with the fields from your Facebook Instant Form.

Step 4: Submit and Test the Integration

Scroll to the bottom of the page and click Submit. Once the notifier is submitted, a popup will appear asking you to send a test lead.

Send a test lead through your Facebook Lead Ad form. LeadsNotify will process the test lead and display a Success response when the integration is working correctly.

How the Facebook Lead Ads to Insightly Integration Works

Once your Insightly notifier is active, the workflow is straightforward:

• A prospect submits your Facebook Lead Ad form.
• LeadsNotify receives the new Facebook lead.
• LeadsNotify sends the lead information to your connected Insightly account.
• The lead information is mapped to the appropriate Insightly fields.

This gives you a simple Facebook leads to CRM workflow without manually downloading leads from Facebook and importing them into Insightly. It can also help your team respond to new prospects faster because the lead data is automatically moved into your CRM workflow.

Why Connect Facebook Ads to Insightly?

Facebook Lead Ads make it easy to collect prospect information, but manually transferring those leads into your CRM can add unnecessary work. Connecting Facebook Ads to Insightly helps automate that process.

• Reduce manual data entry: New Facebook leads can be sent automatically to Insightly.
• Keep lead information organized: Lead data can be mapped to the appropriate CRM fields.
• Speed up lead follow-up: Your team can work with new leads in Insightly without waiting for a manual import.
• Automate your lead workflow: LeadsNotify handles the transfer between Facebook Lead Ads and Insightly.

Frequently Asked Questions

Can I connect Facebook leads to Insightly CRM automatically?

Yes. LeadsNotify can connect your Facebook Lead Ads forms with Insightly so new leads can be sent automatically to your CRM after the integration is configured.

Do I need an Insightly API key?

Yes. The Insightly integration requires your Insightly API key to establish the connection and retrieve the fields needed for lead mapping.

Can I choose which Facebook Lead Ad form to connect?

Yes. During setup, you can select the Facebook Page and Instant Forms you want to connect. LeadsNotify will then display the available fields from the selected form.

How do I test the Facebook and Insightly integration?

After submitting the notifier, use the test lead option provided by LeadsNotify. Send a test lead through your Facebook form and check for a Success response.

Can I import Facebook leads into Insightly without manually exporting them?

Yes. Instead of manually exporting and importing leads, you can use LeadsNotify to automate the transfer of new Facebook Lead Ads submissions into your Insightly workflow.

What should I do if Facebook leads aren’t reaching Insightly?

First, verify that the correct Facebook Page and Instant Form are selected and that your Insightly API key is correct. Then confirm that the notifier was successfully submitted and run another test lead. If the issue continues, contact LeadsNotify support for assistance.

Start Connecting Facebook Leads to Insightly

Connecting Facebook Lead Ads to Insightly can help you automate the process of moving new prospects into your CRM. With LeadsNotify, you can connect your Facebook form, authenticate your Insightly account using your API key, map the available fields, and test the integration in just a few steps.

If you want to connect Facebook leads to CRM without manually transferring every new lead, get started with LeadsNotify.

If you face any issues with your integration, feel free to contact us at support@leadsnotify.com.