Convert Facebook Leads into Sales

You'll need to log in to your Ads account and provide the permissions necessary to share data. Then, select the business you want to use followed by the lead form.

All leads initially go into your Inbound app. From there, you can automatically create deal cards that fit into your sales pipeline in Deals. Additionally, you can convert any lead into a contact card for your CRM.

You can create custom SMS and email messages for your sales reps. Any time a new lead arrives and is assigned to that rep, they'll receive your notification instantly.

Either! You get to choose what type of contact record you want to create when integrating your campaign.

You can only edit aspects related to lead data collection and assignments. If you need to make changes to your ad creatives, targeting, or budget, you need to do so from within your Facebook Ads account.

Yes. The number of campaigns you can add in Inbound depends upon your current subscription tier. Free users can try out the service with 1 campaign. Plus, Premium, and Platinum users can create 3, 10, and 25 campaigns respectively.

When creating a campaign, choose the sales reps you want to use. You must choose at least one but can select as many as necessary. You can also opt for round-robin assignments, which help distribute the workflow efficiently.

These features are completely optional. Simply turn these off when setting up your campaign. However, we highly recommend taking advantage of every feature to help you get the most out of your platform experience.

No. Every campaign you create is distinct with an assigned owner and sales reps. You can review all of your active Inbound campaigns and make edits freely at any time.

The Inbound app breaks down your percentage of leads by form submissions and phone calls. You can also get a breakdown of how many leads your campaign receives by individual dates or over a period. For any more detailed analytics such as CPC or CPM, you can set this up within your Analytics app.