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Connect Facebook Lead Ads to Your Real Geeks CRM

Admin Feature

This integration can support multiple accounts, but defer to the Account Owner/Admin before completing these steps.

Integrating your Real Geeks CRM with Facebook Lead Ads lets you capture leads directly from your Facebook campaigns and route them automatically into your Real Geeks account. This guide covers how to connect your accounts, create a Facebook Lead Ad, and configure the lead source for accurate tracking and organization.

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How to Integrate Real Geeks with Facebook Lead Ads

Connecting Real Geeks to Facebook Lead Ads automatically sends lead information from your Facebook campaigns into your CRM. This eliminates manual data entry, ensures no leads are missed, and makes it easier to track and nurture new prospects.

  1. Go to the Real Geeks CRM Integrations page

  2. Click Setup next to Facebook Lead Ads

  3. Select Authorize & Load Pages


  4. Follow the on-screen prompts to log in to your Facebook account and grant the necessary permissions

  5. Select your facebook business page name in the Page Name field

  6. Use the Assign To menu to select the agent the leads that sign up through your lead ads will be automatically assigned to in the CRM

  7. Select the Lead Type that your leads will be assigned in the CRM

  8. Click Connect


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How to Create a Facebook Lead Ad - Facebook Tool

When creating Facebook Lead Ads, we strongly encourage the use of the Real Geeks Facebook Tool. This approach streamlines the entire process, seamlessly integrates with your CRM, and offers features that enhance customization and tracking of your ads for optimal performance.

To create Lead Ads using the Facebook Tool, refer to the Facebook Tool Overview guide for detailed instructions, troubleshooting tips, and best practices.

Note: Before using the Facebook Tool, ensure your Real Geeks account is already connected to Facebook Lead Ads by completing the integration steps in the section above.

Alternatively, you can follow the quick step-by-step instructions below:

  1. Go to the Facebook Tool

  2. Click New Ad/Post

  3. Select your Ad Type

  4. Enter the link to your website's content

  5. Enable the Use Facebook Lead Ad option

  6. Assign a Lead Type and Source to incoming leads - These can be customized in the CRM's Customization page.

  7. Personalize the form with a custom welcome message, call to action, and field requirements

  8. Enter the Form Name and click Save and Use Lead Form

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Facebook Lead Ad Form Example

When a lead clicks on the ad from Facebook, they are shown a form to complete directly within Facebook. Once the lead submits this form, their contact information is automatically sent to Real Geeks.

fb-lead-ad-example