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Facebook Lead Ads Integration

Datrm.in’s Facebook Lead Ads integration allows you to add potential customers who have filled out your form on Facebook as contacts in Datrm.in.

To get started with this integration, follow the steps below:

  1. Follow Facebook’s instructions to create a form for a lead ad. (Note: These instructions mention linking your CRM to Facebook. Datrm.in’s integration is still in the approval process with Facebook so you can skip this step and setup your integration directly within Datrm.in.)
  2. Login to Datrm.in and go to Account Settings (you must, of course, be an admin to access Account Settings). Click on the Integrations tab.
  3. Find Facebook Lead Ads in the list of integrations and click “Add integration”.
  4. The Integration Settings window will appear where you can connect your Facebook account. Click “Connect Facebook”.
  5. A pop-up will appear where Facebook confirms that you do, in fact, want to connect with Datrm.in.
  6. Once you confirm Datrm.in’s permissions, you’ll see several new fields in the Integration Settings window.
  7. Select a refresh schedule to set how frequently Datrm.in should check Facebook for new leads.
  8. Click “Save changes”.

At this point, your integration is ready. You can optionally configure a default form or instead setup your Lead Ad integration with a Datrm.in List. The benefit of integrating with Lists is that any new contacts added from Facebook are automatically added to a list as well. If you just want new contacts to be added to your account, follow the steps below to add a default Lead Ad form.

Setup Default Lead Ad Form

To pull potential customers into your account, setup a default form that we will check on the schedule you chose above, or you can check manually any time. Here are the steps:

  1. If the Integration Settings window isn’t open, go to Account Settings > Integrations, find Facebook Lead Ads and click “Edit Integration”.
  2. Scroll down to the Steps to configure your Facebook integration.
  3. Go through each step, selecting the resource you need. If you do not see a list of resources in the dropdown, click the refresh icon () and Datrm.in will fetch a fresh list of your resources.
  4. For the Map Fields step, after clicking the refresh icon, you should see a list of the fields in your Lead Ad form. Map each to a Datrm.in system field so your data gets added properly when contacts are added.
  5. Optionally add any tags to assign new contacts. We suggest using unique tags so you can always filter to just the list of contacts who were added from this form.
  6. Click “Save changes”.

Setup List Lead Ad Form

To configure multiple Lead Ad forms, or to have new contacts added to a Datrm.in List, leave the default steps blank in Account Settings and instead follow the steps below:

  1. Go to Lists and select or add a list to use with this integration.
  2. Click on List Actions, then Integrations.
  3. You will now see a list of all services currently integrated with the list.
  4. To add a new integration, click the green “Add a new integration” button.
  5. You will now see a list of all of the integrations currently configured for your account. Find Facebook Lead Ads and click “Add integration”.
  6. You will now see the same setup steps you had under Account Settings. Go through each step, selecting the resource you need. If you do not see a list of resources in the dropdown, click the refresh icon () and Datrm.in will fetch a fresh list of your resources.
  7. For the Map Fields step, after clicking the refresh icon, you should see a list of the fields in your Lead Ad form. Map each to a Datrm.in system field so your data gets added properly when contacts are added.
  8. Optionally add any tags to assign new contacts. We suggest using unique tags so you can always filter to just the list of contacts who were added from this form.
  9. Click “Save changes”.