How To Set Up Sign in CRM

How to sign in to crm

- Alright in today's video I'm gonna cover integrating your Facebook lead form with other CRM tools and also setting up email notifications when someone submits the form. If you don't go through this step and if you don't set up an email notification your Facebook ads will collect leads but you won't actually know it unless you're going in and checking frequently and you won't be getting the leads in real time. It basically just shows that leads have been collected and then you need to download those separately out of the Facebook Ads Manager and that's not very easy to remember and not the easiest process to go through if you're getting a lot of leads on a regular basis. So we're gonna start here which is in your Facebook page publishing tools, we've been here before. You're gonna go to your Facebook page that you're managing and then you're gonna up here to publishing tools, you're gonna click this link and then you're gonna go down to the lead ads section. And before we were working the draft forms library and these are your existing forms and I'm gonna go to Leads Setup. Now when you're in Leads Setup it says, set up a CRM so you can get your leads delivered instantly. Without a CRM you'll need to regularly download a CSV to see new leads. Bummer, that would totally suck. So essentially what they're doing is they're allowing you to search for CRM providers here and it says, you'll need an existing CRM, obviously, if you don't have one visit the CRM integrations page that's the examples which I'll show you in a second. And ad to see which ones are supported. So first step, find your CRMs using the search box. We're going to do that here in a second. This is the search box. Second, connect to your CRM. So there are a few different ways, there are a few different options when it comes to connecting the first one. It's connect from website, you need to setup the connection within your CRM and those are just, they have direct integrations. So connect from website and then this says connect but this really means connect using Zapier. Zapier is a third party integration platform that allows you to connect different services and send data back and forth. If you're not familiar with Zapier, I'd highly recommend you check it out. I'm gonna show you how it works here but it's worth taking a look at. And the requesting support means that it's not supported and then request support means that Facebook will reach out to the CRM to request integration. And then we have manager leads. After connecting to the CRM you can still download your leads. However, you can also edited connections or whatever. So but the managing leads is really done through the CRM. It's really done through the CRM and we're in the Leads Setup tab down here. Alright, cool....