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Setting Up Facebook Leads Notifications

Jan 10, 2025

How to Get Notified of Facebook Leads via Email, SMS, or CRM

Overview

  • Presenter: Brett
  • Video Purpose: Guide on setting up notifications for Facebook leads via email, SMS, or directly into a CRM system.
  • Video Structure: Two parts
    • Setting up lead notifications via email or SMS
    • Integrating Facebook Lead Ads into CRM systems (HubSpot and Pipedrive)

Part 1: Email and SMS Notifications

Email Notifications

  • Recommended Over SMS: Due to potential filtering by carriers.
  • Setup Process:
    1. Go to business.facebook.com -> Meta Business Manager -> Meta Business Suite.
    2. Access 'Instant Forms' through 'All Tools'.
    3. Use Zapier for automation:
      • Zapier Account Setup: Free 14-day trial, $19.99 USD/month thereafter.
      • Connect Facebook Lead Ads to Zapier.
      • Create a Zap for new leads to send email notifications.
      • Fill in recipient email, subject, and body with lead details (name, email, phone).
      • Test and activate the Zap.
      • Repeat the process for each lead form.

SMS Notifications

  • Not Recommended: Due to potential spam issues with carriers.
  • Process Similar to Email: Use Zapier to send SMS notifications.

Part 2: Integrating Leads into CRMs

Using HubSpot

  • Features: 100% free for this basic integration.
  • Setup:
    1. Create a free HubSpot account.
    2. Go to 'Marketing' -> 'Ads' in HubSpot.
    3. Connect Facebook ad account.
    4. Lead syncing automatically adds new leads to HubSpot contacts.
    5. Mobile Access: Use HubSpot app to view new leads and their details.

Using Pipedrive

  • Integration via Zapier:
    1. Create a Pipedrive account.
    2. Use Zapier to connect Facebook Lead Ads to Pipedrive.
    3. Set mapping for fields (name, email, phone).
    4. Test and activate the Zap.
    5. Mobile Access: Use Pipedrive app to view leads.

Summary

  • Key Tools: Zapier for integration and automation, HubSpot and Pipedrive for CRM.
  • Benefit: Streamline lead management from Facebook ads directly to email, SMS, or CRM.
  • Recommendation: Use email notifications and CRM integrations over SMS for reliability.
  • Call to Action: Subscribe for more videos on Facebook ads.

Full transcript