How to Integrate Facebook / Meta Account for Lead Capturing from Facebook Ad Form into Borg Desk Sales CRM ?

A Facebook Integration can be defined as the process of connecting one or more applications. It provides an easy way to transmit customer information from one platform to another to create laser-focused ad campaigns Facebook Integration with Borg  is a reliable and consent-driven way of getting data. It's a quick way to bring each lead to you from your Facebook Ads to Borg Desk CRM.  Borg Desk facilitates enterprise sales teams to get their leads from Facebook Ads in their account automatically. Leads coming from Facebook  are shown to you in your Manage all leads under Leads Opportunities.

A Meta Developer Account, or previously known as Facebook Developer Account, is used by Borg Desk developers to access the tools, resources, and APIs provided by Meta for building and integrating applications on their platforms, including Facebook and Instagram. Meta Developer Account is where you can manage all Meta Apps. These apps allow  you to create customized tools and functionalities for your users related to Facebook, Instagram , Messenger , WhatsApp and more. We would use this account to get access of Meta cloud API. 

Please follow these below mentioned steps to fetch leads automatically from Facebook Ads into org Desk CRM:-

Integrating Facebook Lead Ads with Borg Desk CRM allows you to automatically capture leads and streamline your sales process. Follow these steps to set up the integration:

Step 1: Connect Facebook with Borg Desk CRM
1️⃣ Log in to Borg Desk CRM with Admin access.
2️⃣ Navigate to 3rd Party Integration under Settings Icon on Top Right Header.
3️⃣ Click on "Facebook Lead Ads" to Connect Facebook Account.
4️⃣ There are four Things needed, Click on First top one clickable link to get App Id
5️⃣Log in with your Facebook credentials and authorize Borg Desk to access lead Details.
6️⃣It will take you to Facebook / Meta Developers Account >> App Listing Page
7️⃣Pls Click Here to follow Guide for Step-by-Step Process from Step#1 to Step#6
8️⃣ Now All 4 Details will be with you & you will be able to update in the Borg Desk ERP on the same page.   
9️⃣ Click on "Submit" to Save the all 4 Details & Sync to activate auto-fetching.
Now Facebook Integration is done with Borg Desk ERP Account.

Step 2: Map Facebook Lead Fields with Borg Desk CRM
✅ Define how Facebook Lead Form fields should be mapped to corresponding fields in Borg Desk CRM (e.g., Name, Email, Phone, Inquiry Type, etc.).
✅ Click Save & Sync to activate auto-fetching.

Step 3: Automate Lead Assignment & Notifications
✅Set up Auto Lead Distribution to assign incoming leads to sales team members. Click to learn How to Assign
✅ Enable Email/SMS/WhatsApp Alerts for real-time lead notifications. Click to Learn How to Enable/Disable

Step 4: Verify & Track Leads in Borg Desk CRM
✅ Go to Sales CRM Module in Borg Desk CRM >> Lead Opportunities >> Manage All Leads
✅ Verify that new leads from Facebook Ads are appearing in real time.
✅ Use CRM filters to track, follow up, and convert leads efficiently & Explore More a lot with Borg ERP

You’re all set! Now, Facebook Ads Leads will flow directly into Borg Desk CRM automatically.

key benefits of integrating Facebook / Meta Ads to Borg Desk CRM ?
✅Enhanced Customer Insights : Gain a comprehensive view of customers' view of customer integration on Facebook, allowing for better-informed decision- making.
✅Improved Targeting : Utilize Facebook data to personalize marketing efforts and target specific customer segments more effectively.
✅Streamlined Lead Management : Capture and manage leads seamlessly from Facebook, ensuring a timely and organized follow - up process.
✅Consistent Customer Experience : Maintain a unified customer experience by integrating Facebook integrations with other touchpoints in the CRM.
✅Increased Efficiency : Automate processes such as data entry and lead nurturing overall efficiency.

Admin

February 08, 2024

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