How to use Facebook to Lead vTiger instruction?
Posted by      10/02/2016 18:01:29     vTiger Instructions    0 Comments

For creating Facebook Lead form in vTiger CRM you need to know Page ID (a page promoted in Facebook). Also you can use Page Name.

You can find this Page ID in Power Editor

(!) But also you can use page name

Choose the ad and click Edit

Then click on link «See the permanent link to the publication with comments» (or something like this)

The ad will open and here in link you can fine Page ID

After we found promoted Page ID go to vTiger CRM module Facebook to Leads and press Add new button.

Enter Page ID or Page Name in field

Then choose lead form on Form Name drop down list. These lead forms linked to promoted Page ID.

After form will be chosen you see field mapping

First column – fields from Facebook lead form,

Second column – data from first row of Facebook lead form

Third column – field from Lead module of vTiger CRM

Here you just need to make matching fields from Facebook lead form to Lead module of vTiger CRM. After you will Save field mapping lead downloading automatically start.

Then you can create hourly Workflow to download leads from Facebook to vTiger CRM.

Share This Post :

Leave a Reply

* Name:
* E-mail: (Not Published)
   Website: (Site url withhttp://)
* Comment:
Type Code