CRM for Facebook Leads:
Ultimate Integration Guide 2024

Discover the top CRM solutions for seamless Facebook lead integration in 2024. Learn how to automate, manage, and optimize your Facebook leads with the best free CRM tools. Get expert insights and step-by-step guides to enhance your lead management strategy today.

Customers Love The ZNICRM
ZNICRM Dashboard

Facebook Lead Ads CRM Integration

Integrate Facebook pages with to capture leads generated through lead Ads.
Customer Support Ticketing Software
Connect Facebook Page
1. Connect Facebook Pages
Connect your facebook pages in one-click for which you are running the ads.
Automate Lead Capture
2. Automate Lead Capture
System will automatically capture the leads generated and assign them to next available agent.
instant Alerts
3. Get Instant Alerts
Get instant alerts on ZNICRM mobile app or on email for every lead generated through Facebook.
Configure Automation
4. Configure Automation
Setup automation for auto-reply to customers via email, SMS, WhatsApp or calls.

Benefits Of For Facebook Ads

Automate your Facebook lead management and improve your conversion rates.
Instant Alerts
Instant alerts allows your agents to connect with customers in real-time which, increases the chances of conversion.
Analyse advanced reports to understand from which industry or city you are getting the best response.
Auto Response
Instantly respond to your customers with automated workflows which, replies to customers via email, SMS, WhatsApp or calls.
Better Support For Happy Customer

Supercharge Customer Happiness with Facebook + CRM

  • Instant Answers, Anytime: Empower customers with 24/7 access to your knowledge base and support tickets directly through Facebook. No more waiting, just solutions!
  • Organized Help: Easy-to-navigate knowledge base? Check! Customers find what they need fast, categorized by product on the platform they already love.
  • We're Always Here: Show customers you care with round-the-clock Facebook support. Build trust and loyalty with always-on availability.
  • Speedy Solutions: Say goodbye to lengthy delays! Web and email-based ticketing integrated with your CRM means faster turnaround and happier customers.

Streamline Customer Interactions

Streamline customer interactions and boost productivity by integrating Facebook with your CRM. Empower your team with a centralized knowledge hub, putting all the answers they need—from product updates to social media policies—right at their fingertips. No more wasted time or frustrated customers!

Help Your Support Team
Grow Faster

Grow Fast, Without Worries

Grow your customer base and team without worrying about the data security, infrastructure or the cost.

We have per user, unlimited user & monthly plans with tons of features. So, instead of worrying about the cost with more users, just focus on your business.

Why Should You Use Facebook Ads For Lead Generations?

In the present scenario, there are millions of small businesses that are boosting their leads through Facebook. Now you can think that your business can reach many people through Facebook advertising and marketing.

So, how you can reach the target audience? The answer is Facebook Lead Ads. Nothing can beat Facebook in terms of social media engagement and this also makes it the number one channel for advertisers to generate targeted leads for their business.

What makes Facebook more interesting for generating leads is the granularity they provide to target the audience for your product.

You can target by demographics, like age, sex, region, work profile or the interest your audience have like Business, Real Estate, Agriculture etc.

Even you have multiple CTAs for your audiences, like, forward them to your website if you want to generate traffic through the ads, or ask them to fill up a form with their details.

The data generated by this form can be downloaded within 30 days in a periodic manner.

However, downloading the data manually is not the only method to get leads from Facebook. You can also connect your CRM application like ZNICRM to automatically add the data in the CRM in a real-time manner.

Let's Learn About Facebook Ads & How To Manage Them

This simple guide will help you in understand about facebook advertising.

It is the job of marketers and other representatives to reach the audience. Presently, Facebook has 2.7 billion users on Facebook. It means that current and potential users are present on Facebook.

So, to target the audience, it is essential to reach with excellent Facebook Advertisements.

Facebook Ads help to target audiences that are potential buyers and current customers on the platform. The best feature to make Facebook Ads is that you can customise your ads. Facebook asks questions from you and the potential buyers about their preferences, geographical location and various other parameters. After asking these questions, Facebook uses this information to target those audiences.

Facebook also asks you about your budget, placement and target audience number. After all this information, Facebook becomes more specific to generate leads.

In the traditional lead generation path, customers land on the website or any official site to get information about the organisation. We can think in this way that if any potential customers first interacted through Facebook.

Then, to input the information, they land on the website. That means these people are high-quality leads. We can say this because they left the complete work altogether to know the information. 

However, what if the customer is mildly interested? The customer does not want to leave the work which he is doing. So, for this purpose, Facebook Lead Ads is the best solution. Facebook Lead Ads is a tool that can boost leads. Facebook Lead Ads enable the users to stay on the platform while completing and submitting the lead form. You can create the lead form and ask for the details of the customers similar to the lead’s name, email address and contact information. They can complete this information precisely on that same platform where they are presently available. 

It is the best way to impress your customer. They will experience a user-friendly platform, and with that, they will get a user experience. You can give a positive impression to the customers. 

People can easily tap the information and can get the information.

The pre-populated forms are already present on Facebook, and with simple taps, they can get the information they want. You will also get qualified customers.

Facebook Lead Ads is a tool that generates leads at lower prices. You can get the information from mobile phones and desktops. 

Facebook Lead Ads is like paid Ads. You can set up an ad through the Facebook Ads manager. You have a unique feature to customise these leads or Ads. The customisation of these leads includes customising targeting features, creative assets, and budget. 

Facebook then uses this information to target potential users. These ads are visible on the news feed of Facebook. Facebook will try to handle all the issues. These Lead Ads work through the promotion of these Lead Generation offers. If you want to get any potential customers, they will click these sponsored posts, after which these customers will get proposals. You can make these offers as a tool to generate more leads. 

When the customer taps, these ads then all the data of the clients are automatically available on the form.

After filling up this information, the customer will receive a “Thank you” message.

Before you start integrating the CRM for the Facebook leads please ensure you have the following configured;

  1. Active Facebook account.
  2. A facebook page for your brand/company.
  3. Active Facebook Ad campaign.
  4. Lead generation form should be connected with the campaign.
  5. An account with ZNICRM For Facebook to manage Leads.

Facebook Lead forms are the form that collects lead information like the lead’s name, contact number and email address. The lead forms mutually benefit both parties. If you are availing the consumer then you will also receive one potential customer. These lead firms can boost the leads.

The most important feature of these lead forms is that the customer can automatically fill up all the customer’s information. The customers do not even have to leave the platform. 

You can receive potential customers if you will keep in mind some points. 

  • User-friendly - Pre-populated forms mean people can submit the form and receive information through the small screen. Facebook Lead Ads is user-friendly to generate more leads.
  • Reduce manual work- Facebook Lead Ads reduces most of the manual work. The Ads present on Facebook automatically fill up the contact details that minimise manual work.
  • Target the right audience- Target the right audience in advance. If you target any, the user then optimises and personalises these ads accordingly. 
  • Ask the correct question- Facebook Ads should ask the correct question so that you can get more information in minimum time.
  • Integrate with your CRM- To make your Facebook Ads more user-friendly and, to the customers generate leads through CRM The CRM will provide the best and customise lead ads. 

Here are some benefits that help in generating the lead.

  • Native functionality- Facebook Ads will help to generate leads as the users do not have to leave the platform. They can automatically fill in all the details without actually leaving the Facebook platform.
  • The mobile responsiveness- The app is already on the mobile. So, the Facebook Lead Ads is beneficial for mobile. It means you can use your mobile and check out these ads.
  • Timesaving- Facebook Lead Ads saves time as they automatically fill up all the details.
  • Customisation-You can easily customise the Facebook Lead Ads according to the customer’s needs and preferences.
  • Efficiently collect the data- Facebook Ads easily handle all the data. These add easily collect the essential information of the user.
  • Provide a lot of lead generation campaign kinds- It provides a lot of campaign kinds like webinar sign-ups and content downloads.

In the beginning, review your lead Ad with the legal team to check out the advertising policies and the questions you are going to ask. The reviews will make you look different. 

  • Open your Ads manager- Login to the Facebook page and navigate the Ads manager. Then, you can click create.
  • Select your Campaign aim- After this, you should select the campaign aim. It is necessary to tell the purpose of the marketing or lead form. 
  • Name your Ad Campaign- Mention the campaign aim. If these Ad Campaigns have their name and intention, it is easy to target the audience.
  • Create an Ad-set- Ad-set is the basket that will help to keep all the ads in one basket. You should add as many descriptions as possible. The Ad-set should reflect the name so that you can take reference afterwards.
  • Identify the business page- Use the drop-down to check where your business page exists. Your company may have various company pages.
  • Take advantage of dynamic assets- This option allows describing the creative assets. It is essential to define the combination of creative assets as it can create the headlines, image, CTA and other subsegments of the audience. 
  • Filter the audience – You can select all the characteristics and behaviour of the target audience from age to interest. Facebook has unique segmentation where you can choose users’ interests, behaviour, or demographic information. You can also choose to exclude people based on specific criteria.

How To Integrate Facebook Leads Ads With CRM

Integrate Facebook pages with to capture leads generated through lead Ads.
Better Support For Happy Customer

Step 1. Goto Facebook Integration

To access integration page you need to login to CRM panel from here.

  • Login To CRM.
  • Goto Admin Settings Page.
  • Select Integration.
  • Select Facebook.

Step 2. Connect With Facebook

Only one click is required to connect with your facebook account.

  • Click on Continue With Facebook button.

Help Your Support Team
Grow Faster

Step 3. Select Facebook Pages

Select all the pages you want to connect with CRM. Ensure that pages where you are running ads are selected.

  • Select all the pages.
  • Click Next at the bottom right.

Step 4. Allow All The Essential Permissions

You will be prompted with permission page. Select all the permissions especially, three permissions mentioned below.

  • Allow "Manage Your Pages" permission.
  • Allow "Show a list of pages you manage" permission.
  • Allow "Access leads for your page" permission.
  • Click "Done" button.

Help Your Support Team
Grow Faster

Step 5. Connect The Pages

It will show all the pages under your management in Facebook but you can manage which pages CRM should have access to.

  • Click on "Connect" button in the front of page name.
That's it!! You are all set to get Facebook leads on the CRM.

20+ CRM Tools For Business

Best CRM tools for your business to run all key processes from sales to marketing & support to invoicing & inventory.
ZNI CRM Features

Some Frequently Asked Questions About Facebook Integration With CRM For Lead Management

We have tried to answer most asked question about CRM & Facebook Lead Ads integration below but if we are missing something and you need more information then please feel to contact us from

Ensure your CRM and Facebook app permissions are up to date. Re-authenticate your accounts by disconnecting and reconnecting them in your CRM settings. Check if there are any changes in Facebook's API permissions or policies.

Verify your integration settings and ensure that the fields in Facebook are correctly mapped to your CRM fields. Check for any filters or conditions that might be preventing certain data from syncing. Regularly review the integration logs for errors.

ZNI differentiates the leads with their email or phone numbers. As long as they are different, no duplicate leads can be created. You will also get option to merge or split leads if you want more granular control.

We offer real-time updates for the Facebook leads. As soon as you get any lead on your Facebook Ads, you will get an instant alert on your CRM or mobile app.

Within your CRM's integration settings, look for options to customize field mappings. This allows you to align Facebook lead form fields with the corresponding fields in your CRM. If necessary, you may need to create custom fields in your CRM to accommodate unique data from Facebook.

Utilize our CRM's automation or workflow tools to create rules based on the source of the lead. For Facebook leads, you can set up specific actions such as tagging, lead scoring, or triggering follow-up tasks automatically.

Use our CRM's lead scoring feature to assign values to leads based on their engagement and the information provided through Facebook. This helps prioritize high-quality leads for follow-up. Customize scoring criteria based on the relevance of the information to your sales process.

There are no hidden costs to manage your Facebook leads with ZNICRM. You can manage upto 5,000 leads and ten users with our free plan. We also offer premium plans with additional features and support.

ZNICRM is a free CRM for Facebook leads. You can use it for free as long as you want. In our free plan you will get 10 users and you can receive upto 5000 leads from the Facebook or any other medium. To check the upgrade options please visit CRM pricing page.
Trusted By Over 12,370* Small & Medium Businesses
Get 14 days trial, No credit card required.