You can connect a CRM system to your account through Meta Business Suite. Once your CRM system is integrated, your leads will be automatically sent to the CRM system when a form is completed, unless you have customized your access permissions in Leads access manager.

Integrate your CRM or customer system with Meta to make it easier to follow up with your leads. Meta supports integrations with Salesforce, Mailchimp and more.

2023年3月10日 · With a CRM connected to your Facebook page, you can streamline your sales pipeline. Read on to learn more about how to connect a CRM to Facebook, and why you should have a CRM to manage your customers.

Learn how to integrate your CRM with Meta to optimize the quality of your lead ads. This is a good method to download your leads data if your CRM system or third-party vendor is supported. You can check if your preferred partner is supported by searching the Available CRM System Integrations for Lead Ads help center article.

A partner integration enables you to connect your customer relationship management (CRM) system so that customer information flows automatically. This information helps deliver your lead ads to people who are more likely to become customers. It applies to lead ad campaigns that use the conversion leads performance goal.

2024年6月24日 · Integrating a Facebook (Meta) account with customer relationship management (CRM) software allows teams to synchronize lead data from their social campaigns, as well as manage content and customer engagement from one system. Based on cost, features, and product usability, we’ve identified the best Facebook CRM integrations:

2020年5月27日 · A Facebook CRM integration lets you record and manage business conducted on Facebook. Here’s how to keep your team running fast and lean by connecting your CRM to Facebook.