Set up automatic lead registration from social networks

note

This functionality is available if you have Lead Generation app installed.

You can set up automatic lead registration in Creatio when a customer fills out a form on Facebook or Instagram.

The setting is available for users that have a preconfigured Facebook Ads Manager account.

Before you start setting up lead generation from social networks, make sure that the values of the following Creatio system settings are populated:

• “Identity server Url” (“IdentityServerUrl” code)
• “Identity server client id” (“IdentityServerClientId” code)
• “Identity server client secret” (“IdentityServerClientSecret” code)

If the values of these settings are empty, contact Creatio support.

Important

Make sure to allow browser pop-up windows for your Creatio instance.

To set up lead registration from social networks:

1. Open the Facebook forms section. 

2. Click Connect form → specify whether the form registers contacts or leads. This opens a page.

3. If synchronization with social networks is already configured in Creatio, proceed to step 4.

   If you are setting up lead registration from social networks for the first time and Creatio is not synchronized with any Facebook account yet, click Manage pages.

   1. Log in to Facebook. To ensure the correct setup, log in to your user account that has administrator permissions to your Facebook public page and the “Ads manager” role. 

      Important

      After you set up the integration, do not degrade the administrator user permissions. This might cause issues with the functionality operation.

   2. Select one or more pages to synchronize with Creatio → Next.

      Fig. 1 Select a Facebook page to synchronize with Creatio

      

   3. Permit Creatio to manage your public page. This will enable Creatio to receive data from social networks and open the form selection page. If you restrict Creatio from managing the page, lead registration might not work properly.

      Fig. 2 Set up access to managing the page

      

4. Specify the following on the form selection page:

   1. The Facebook page that has a configured campaign.

   2. Lead registration form that was created for this page in Ads Manager.

      Fig. 3 Select a Facebook page and form to synchronize with Creatio

      

5. Click Save. This opens the form record page in Creatio.

6. Save the form record. 

As a result, each time a form is submitted, a new contact or lead will be added to Creatio.

Fig. 4 Display an ad record that has a lead registration form in the Facebook feed

The following values can be passed to the leads added via social networks: email, phone number, address, city, region, country, postal code, full name, position, work phone, work email, account name. If you add other fields to the Facebook form, their values will be stored in the Notes detail. Learn more: Facebook field mapping to Creatio.

You can only pass text field values to Creatio due to restrictions on the Facebook side.

note

If you change the default captions of the Facebook Ads Manager fields in the form, the field values might not be passed to Creatio properly.

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See also

Facebook field mapping to Creatio

Integrate with landing pages and web forms

Lead management process

Set up automatic lead registration from LinkedIn