Responsiveness to potential customer requests provides a business with a significant competitive advantage. Facebook Lead Ads tool was created specifically to speed up this process. This format gives customers the opportunity to quickly express interest in a purchase or order with just a few clicks. The Copper CRM system allows entrepreneurs to effectively manage their client base, entire projects, and individual tasks, quickly track leads and deals, and also provides deep analytics. All this helps to optimize workflows and improve productivity. In this article, we will tell you how to set up Facebook and Copper integration, thereby automating the transfer of data from Lead Ads forms directly to the CRM platform.

Automatically transferring customer contact information from Facebook to Copper brings three main benefits to businesses:

  • Accelerate feedback. Your customers will receive quick responses, which significantly reduces the risk of them abandoning the deal.
  • Optimizing employee performance. Managers who were busy manually transferring data can focus on improving the quality of communication with clients.
  • Reducing time spent. You will free up more time for yourself and your colleagues by delegating some routine daily processes to the connector.

You will be able to see the results of Copper and Facebook integration immediately after completing its configuration using the SaveMyLeads connector. Leads that fill out the Lead Ads form will be automatically transferred to the CRM system. If you previously manually transferred data such as names, phone numbers, email addresses, now you can forget about this outdated method. Automating the transfer of contacts will not only simplify your work but also improve the customer experience when interacting with your company. This, in turn, will increase the likelihood of them becoming repeat customers, which will contribute to the growth and development of your business.

Facebook and Copper integration | Result of connecting

How to Set up Facebook and Copper Integration

Setting up Facebook-Leads and Copper integration using SaveMyLeads is very simple. Even a person with minimal experience working with programs can easily cope with this task. By using this tool to connect your social network and CRM platform, you don't have to learn the technical aspects of the API or invite a specialist to complete the task. The intuitive interface allows setup in just 10 minutes. If you already have experience with integrations, the process will take even less time. Our detailed text and video instructions will help you avoid mistakes and complete the setup correctly the first time.

The first step is to register at savemyleads.com. Create an account by entering your name, email address, and password. If you have Google or Facebook accounts, you can register through them. Already done this? Great! Now let's get started setting up Facebook Lead Ads and Copper integration.

Setting up the Data Source – Facebook

To set up Facebook integration with Copper, first, create a new connection. For this, click on the green button.

Facebook and Copper integration | Create a new connection


Select the system from which you want to receive new data. In our case, it is Facebook.

Facebook and Copper integration | Select Facebook


Choose the system where you want to transfer new leads from Facebook. In our case, it is Copper (Create Contacts).

Facebook and Copper integration | Select Copper (Create Contacts)


Connect your Facebook account to SaveMyLeads. For this, press the blue button.

Facebook and Copper integration | Connect your Facebook account to SaveMyLeads


Enter the username and password of the Facebook personal account. Click “Log in”.

Facebook and Copper integration | Enter the username and password


Provide SaveMyLeads access to work with your Facebook account. To do this, click “Edit access”.

Facebook and Copper integration | Click “Edit access”


Leave all access checkboxes enabled.

Facebook and Copper integration | Leave all access checkboxes enabled


Press “Continue as…”.

Facebook and Copper integration | Press “Continue as…”


When the connected account is displayed in the list, select it.

Facebook and Copper integration | Select the connected account


Select the advertising page and specify the form for which the data will be downloaded. Click “Continue”.

Facebook and Copper integration | Select the advertising page and specify the form


If you have multiple forms specified, you will need to create multiple connections for each of them.

Setting up the Data Receiver – Copper

To set up Copper integration with Facebook, connect your Copper account to SaveMyLeads. For this, click on the blue button.

Facebook and Copper integration | Connect your Copper account to SaveMyLeads


Specify the email to which the Copper account is registered.

Facebook and Copper integration | Specify the email


To get the API key, go to the settings in your Copper account.

Facebook and Copper integration | Go to the settings in your Copper account


Choose the section “Integrations”, and click on “API Keys”.

Facebook and Copper integration | Click on “API Keys”


Generate a new API key.

Facebook and Copper integration | Generate a new API key


Copy the API key.

Facebook and Copper integration | Copy the API key


Paste the API key into the appropriate field in SaveMyLeads. When the required fields are filled in, click “Save”.

Facebook and Copper integration | Paste the API key into the appropriate field in SaveMyLeads


When the connected account is displayed in the list, select it.

Facebook and Copper integration | Select the connected account


You see the Copper fields. In these fields, you can assign variables from Facebook, which are in the drop-down list.

Facebook and Copper integration | Assign variables from Facebook which are in the drop-down list


If you are satisfied with the presetting of the fields, leave them unchanged. After setting, click “Continue”.

Facebook and Copper integration | After setting, click “Continue”


You see an example of filling in the fields when creating a contact in Copper. To check the correctness of the settings, click “Send test data to Copper”.

Facebook and Copper integration | Click “Send test data to Copper”


After successful sending, go to Copper and check the result.

Facebook and Copper integration | Go to Copper and check the result


If everything suits you, return to SaveMyLeads and complete the setup.

Setting up Auto-update

To instantly create new contacts in Copper based on new leads on Facebook, enable auto-update. For this, click “Finish setup”.

Facebook and Copper integration | Click “Finish setup”


If you want to change the connection name, you can do this in its settings. For this, click on the gear icon.

Facebook and Copper integration | Click on the gear icon


Change the connection name and add your connection to a group. After that, click “Continue”.

Facebook and Copper integration | Change the connection name and add it to a group


That's all. The Facebook and Copper integration has been completed.

Conclusion

By following our step-by-step instructions, you can easily set up Copper & Facebook integration, and you will be able to evaluate its results – automatic transfer of lead contact information. After observing its operation for some time, you will be convinced that the connection between the platforms is truly reliable and works smoothly.

Connect applications without developers in 5 minutes!

Facebook & Copper integration will save you from one of the most monotonous tasks by completely switching it to auto mode. Now, while the SaveMyLeads connector takes care of the routine, you can focus on improving the quality of communication with customers, developing new marketing strategies, and other important tasks. Automation of work processes will not only improve your business but will also contribute to its further development. And SaveMyLeads will become your reliable assistant in this.

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Step-by-Step Guides for Setting Up Integrations: