How to Instantly Capture Facebook Leads in Agent CRM

Running Facebook ads? Great. But if your leads aren’t flowing directly into your CRM, you’re leaving money on the table.

Manually importing leads means delays, lost data, and missed follow-ups. But when you connect your Facebook Lead Forms to Agent CRM, your new prospects land in your system instantly—ready for automated texts, emails, and booking links.

Here’s how to set it up and start closing deals faster.

🔗 Step-by-Step: Connect Facebook Lead Forms to Agent CRM

• Step 1: Go to Integrations

In your CRM, head to:
Settings > Integrations
Click on Facebook Lead Forms from the list.

• Step 2: Connect Your Facebook Account

Click Connect and log into your Facebook account.
You’ll be prompted to:

  • Grant permissions

  • Allow Agent CRM to access your Pages and lead forms

✅ This step allows your CRM to fetch new leads automatically.

• Step 3: Map Lead Forms to Agent CRM

Once connected, choose which forms to sync.
Map each field from the form (like First Name, Phone, Email) to the correct contact fields inside Agent CRM.

🎯 Accuracy matters here—make sure names, numbers, and emails land in the right spots.

• Step 4: Submit a Test Lead

Test the integration by submitting a lead through your connected form.
Then check Contacts > Recent inside your CRM to confirm the lead shows up.

⚠️ Not seeing the test lead?
Double-check your permissions or try disconnecting and reconnecting your Facebook account.

🎥 Need a Step-by-Step Walkthrough?

Watch the full tutorial inside your Activator Tab > Phase 1:
👉 “Establish Integrations” video
This guide shows you exactly how to find, connect, and sync your forms.

✨ Pro Tip: Plug Leads Directly Into Automation

After integration, tag incoming leads with the workflow 1.0 ⚪ Lead From Ads to automatically trigger emails, texts, and follow-ups.

Want help customizing that workflow? Watch the “Update Essential Automations” training in your Activator tab.

Don’t Let Your Ads Go to Waste

If you’re spending money on Facebook ads, make sure every lead gets captured and followed up with—fast.
👉 Start your 14-day free trial and never miss a hot lead again.


Facebook, FAQ, Getting Started, Marketing, Software, Technology

Tagged in:

, , , , , ,