Original Question:

Sandra Quinn-Bailey asked us:
“I just did a FB ad. Not through the CRM. Just totally forgot I could do it from there. It’s running for a week to promote a virtual webinar Sept 4th. Should I stop it & redo it from the CRM? I really didn’t know what I was doing & it took forever to figure it out. Your thoughts. I know the next one will be done through the CRM. Thanks.”

Answer:

You don’t need to stop your current Facebook ad. Instead, you can simply connect your existing Facebook Lead Ad directly to Agent CRM. This will automatically bring in all the leads generated from your ad without redoing it entirely.

How to Connect Your Existing Facebook Ad to Agent CRM:

Step 1: Map Your Facebook Lead Form

Since your Facebook account is already integrated, you just need to map your Lead Ad Form to Agent CRM. Here’s how:

  1. Go to Agent CRM Settings

    • Navigate to Settings → Facebook Form Fields Mapping.

  2. Map Your Lead Ad Form

    • Select your existing Facebook Lead Ad Form.
    • Map each form field to the correct Agent CRM field (e.g., Name, Email, Phone).

  3. Save Your Mapping

    • Click Save.

Now, all leads generated from your existing Facebook ad will automatically appear in your Agent CRM contacts.

📌 Watch this quick tutorial by Ryan:
👉 How to Map Facebook Lead Ad Form

Step 2: Set Up Triggers for Automation

Once leads start coming in, you can use Triggers in Agent CRM to automatically:

  • Notify you via email or SMS
  • Add leads to an email or text campaign
  • Tag new leads for easier organization

How to Set Up a Trigger:

  1. Go to Automations → Triggers
  2. Create New Trigger
    • Choose “Facebook Lead Form Submitted” as your trigger event.
    • Select your form from the dropdown.
  3. Add Actions
    • Example actions: “Send Notification,” “Add to Campaign,” “Add Tag.”
  4. Save and Activate

📌 Watch this step-by-step tutorial:
👉 How to Set Up Facebook Lead Ad Triggers

Why Connect Instead of Restarting?

✅ No wasted budget – Your current ad continues running without interruption.
✅ Instant automation – All new leads flow directly into Agent CRM.
✅ Better follow-up – Use automated campaigns to engage leads effectively.

Next time, creating ads directly from Agent CRM will simplify the entire process and allow easier management. But for now, just mapping your existing ad is a simple fix!

More Resources

To further refine your understanding and improve your Agent CRM experience, explore these related blog posts:

Watch and Learn

For more resources to help you thrive, be sure to check out our YouTube channel for great videos like this one:

How to Generate More Organic Insurance Leads


Facebook, Software

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