Table of Contents

Facebook Lead Integration with Sell.Do

Introduction

This document outlines the procedure to integrate Facebook Lead Generation leads with the Sell.Do CRM platform. It also provides guidance on handling lead capture issues and the checks required on the business account.

Prerequisite

Ensure you have Admin access to the Sell.Do CRM and the Facebook Business account that needs to be integrated.

Accessible to Which All Roles

Only Admin users can connect the Facebook account.

Steps for the Solution

1. Integrate New Facebook Account with Sell.Do

1. Login to Sell.Do with your admin account.
2. Navigate to Marketing Automation > Third Party Accounts > Facebook Adverts Account.
     
   
   
   
   
   
3. Enter the email ID and password of the Facebook business account to be connected.
4. Select the Facebook Page to connect and click Next.
5. Select the Business account and click Next.
     
   
   
   
   
6. Click Save.
   
   
   
7. Click Got it.
8. Your Facebook account is now connected.

2. Connect New Page or Adverts Account (If Facebook account is already connected)

1. Login to Sell.Do with your admin account.

2. Go to Marketing Automation > Third Party Accounts > Facebook Adverts Account.
3. Click on Authorize.
4. Click on Add or Reconnect Facebook Account.
5. Click on Edit Previous Settings.
6. Select the new Adverts Page/Business Account.
7. Click Next.
8. Select the Page to be connected.
9. Continue clicking Next until the popup shows 'Got it', then click it.
10. After successful connection, go to Facebook Adverts Account UI and select the newly connected page from the dropdown.

3. Integrate Form IDs with CRM

1. Login to Sell.Do with your admin account.

2. Go to Marketing Automation > Third Party Accounts > Facebook Adverts Account.
3. Click on Authorize.
4. Navigate to Forms.
   
   
   
5. Click on Add in the list of Form IDs.
   
   
   
6. Click on Edit to tag the leads from Forms to the required campaigns.
7. Select the campaign, source, sub-source, and project as required.
8. Click on Save Form.

Steps to Take When Facebook Leads Are Not Captured

1. Check if the Facebook account is connected via Sell.Do > Marketing Automation > Third Party Accounts > Facebook Adverts Account > Authorize.

2. Verify the Adverts Account and Page are connected.
3. If not, ask the client to follow the steps mentioned above.
4. If connected and leads are still not captured, check if they are landing in the Organic campaign.
5. Ask the client for the Form IDs where leads aren't being captured.
6. Check if the issue is specific to one form or across all forms for a page.
7. If all forms are affected, check the Facebook Business account settings.

Checks to Be Done on Facebook Business Account

1. Ask the client to log into their Facebook Business account.

2. Go to All Tools (Hamburger icon) > Business Settings.
3. In 'People', check if the connected user has full access permissions by clicking on Manage.
   
   
   
4. In 'Pages', check if the connected user has full access.
   
   
   
5. Navigate to 'Integrations' > 'Lead Access'.
   
   
   
   
6. Ensure that 'Sell.Do Lead Capture' is visible in the CRMs list; if not, assign it.
   
7. Check Facebook Provider Mapping to ensure fields like name, email, and phone are correctly mapped (e.g., 'phone' vs 'phone number').

Conclusion

Hope this will help you to add and debug if the leads are not flowing into the system. If you are still facing any further challenges, please reach out to support@sell.do.