New Plugin for Capturing Facebook Leads

facebook-lead-opt-in

With almost 1.5 billion monthly active users, Facebook is the world’s largest social network. By any standard, that’s a huge market, irrespective of your particular product or industry. But Facebook leads aren’t actually leads until you capture them! How do you tap into that practically limitless market and capture those leads?

Our new web-to-lead feature for Facebook automates the process and provides a great tool for sales reps (who can add hot leads to the CRM) and interested leads (who can sign up in a couple of seconds).

Agile web forms let you create online forms for capturing contact details of interested leads. Our new Facebook plugin lets you add those custom Agile Forms to your Facebook business pages. The forms show up in their own tabs, and when someone submits a form, the info is automatically pushed into Agile CRM. You can even run marketing campaigns on those new leads automatically.

How to Add a Web Form with the Facebook Plugin

  • Login to your Agile Dashboard and go to Admin Settings > Integrations.

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  • Open the Web to Lead tab and click on Manage Pages on the Facebook widget.Image 1

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  • When the Facebook widget opens, you need to link the Facebook page where you want the form to show up. If you already have an old page linked, you need to first Unlink your old page and then link the new page.

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  • Click Add Form to choose the form you want to link to your page. If you want a new form, you can create one before starting this process and then add that form.
  • Follow the on-screen instructions to complete the process.
  • Now if you open your Facebook page you will see your form as a separate tab on your page.

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These web forms are completely customizable. You can use them for any sales and marketing needs. We hope that this new enhancement to our Facebook integration will help Agile CRM sales teams reach even higher levels of success.

PS. Most of you are already using our Agile’s Social Suite  for Twitter interactions and our Chrome Extension for contact clipping on LinkedIn and Facebook. But if you haven’t tried them yet, now’s the time to fill out the social-media side of your your personalized sales enablement suite!

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Radhika Roy

Radhika Mohan Singh Roy is a senior product evangelist with Agile CRM. He has earlier been the manager for communities & social media at Simplilearn. He is a Masters' degree holder in English and a certified Six Sigma Green Belt. He has previously also worked with Google, Apple Computers and Bank of America.

11 Comments

Chik Quintans

about 2 years ago

Nice work and good first step. Would love to see a deeper integration with Facebook Leads like this app that autofills their Facebook info to create a true one-click opt-in. >>> http://connectleads.io

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Radhika Roy

about 2 years ago

Thanks Chik, we have forwarded the suggestion to the development team and they will take it forward. You can also direct your suggestions to https://agilecrmcom.uservoice.com/

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Ozgur

about 2 years ago

Hi any update related to facebook's new feature lead ads? It's extremely mobile friendly and might be the feature of Facebook lead generation via mobile devices. I'm looking forward to hear about it soon. Thanks. Ozgur

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Chris Henman

about 2 years ago

Do the Facebook Opt Ins work on the Android & Apple facebook applications? Thanks, Chris

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Radhika Roy

about 2 years ago

Hi Chris, thanks for writing in. As of now, the Facebook Opt-Ins won't work on iOS or Android or on mobile browser, only on the web. But we have forwarded this suggestion to the development team for feedback.

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Brent Daily

about 2 years ago

This is great. Thanks guys. How do we set up an email alert (or any alert) when a form is completed?

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Radhika Roy

about 2 years ago

Hi Brent - You can trigger a campaign on your contact when they are added to the CRM. Within the campaign use the Send Email node to send the email to yourself. Hope that helps.

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Ozgur

about 2 years ago

Hi there, How can I tag users who filled a form in facebook? Thanks. Ozgur

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Shreyansh Surana

about 2 years ago

Hi Ozgur In the Form Editor, please click on the Form name, the Form properties will be shown. There is a field called “Form Tags”. Add the required Tag name here and save. Next time, when ever a contact is created through this Form, saved Tag will be added to the contact.

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Ozgur

about 2 years ago

Thank you, this is very helpful.

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Gary BRadley

about 2 years ago

Facebook leads are ESSENTIAL for us... the more tightly integrated and the less resistance potential leads have to endure the better! #everysecondcounts

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