Facebook and KeyCRM Integration: Automatic Customer Creation

In today's business world, automation has become a key element of success. Progressive entrepreneurs and companies actively strive to optimize work processes as much as possible in order to save time and money, as well as to stand out from competitors. Their arsenal includes automation services, system connectors, and artificial intelligence technologies. Using tools like Facebook Lead Ads for marketing and KeyCRM for lead management and sales automation can significantly speed up and simplify workflows. By integrating these platforms through our SaveMyLeads online connector, you will automate the transfer of leads from the social network to the CRM system, create new customers in it, and also get rid of manual data entry. We offer you step-by-step instructions that will help you set up and launch Facebook and KeyCRM integration.

By using SaveMyLeads to transfer customer data from Facebook to KeyCRM, you will ensure that it is automatically and continuously registered in the CRM system. Here, they will immediately be recorded as new buyers. After this, their requests will be instantly sent for processing, and then communications will be initiated regarding the orders placed and their transfer to the delivery service. All these processes occur automatically.

There are several more arguments in favor of choosing SaveMyLeads for Facebook-Leads and KeyCRM integration. Firstly, it is a no-code tool that allows you to configure the system quickly, simply, and efficiently. Thanks to the intuitive interface, even a novice user can handle it in a matter of minutes. Secondly, the connector offers many ready-made solutions for various CRM systems, email, SMS services, instant messengers, task managers, Google services, and much more. Thirdly, its tariff policy is considered quite affordable. And finally, having professional technical support, always ready to help, is a definite advantage.

Step-by-step instruction:

We will skip the details of creating a form on Facebook, assuming you are familiar with this process. Instead, we suggest focusing on the next steps.

To set up Facebook integration with KeyCRM, first, you need to create a new connection. For this, press the green button.

Select the system from which you want to receive new data. You need Facebook.

Choose one of the ready-made templates where you want to send leads from Facebook. You need KeyCRM (Create Customer).

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

Specify the username and password of the Facebook personal account and click “Log in”.

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

Leave all access checkboxes enabled.

Click “Continue as…”.

When the connected account is displayed in the list, it must be selected.

Select the advertising page from which you want to send leads. Then choose the form by which the data will be downloaded.

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

To set up KeyCRM integration with Facebook, you need to connect your KeyCRM account to SaveMyLeads. To achieve this, press the blue button.

In this window, you must specify the API key.

To get the API key, go to “General” settings in your personal KeyCRM account.

Copy the API key.

Paste the API key into the appropriate field in SaveMyLeads. When the required field is filled, click “Continue”.

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

Here, you see the KeyCRM fields for creating new customers. You can assign variables from Facebook to these fields. To do this, click in the field and select a variable from the drop-down list.

You can use not only variables but also manually write values.

When all the required fields are filled, click “Continue”.

Now, you see an example of data that will be sent to KeyCRM in the form of new customers with each new lead from Facebook. If something does not suit you, click “Back” and you will go back one step. To check the correctness of the settings, click “Send test data to KeyCRM”.

After successful submission, go to KeyCRM and check the result.

If everything suits you, return to SaveMyLeads and continue setting up.

Click “Finish setup” to enable auto-update of the connection. In this case, all new leads from Facebook will be instantly transferred to the KeyCRM system in the form of new customers.

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

Here, you can change the connection name and add it to a group. After that, click “Continue”.

That's all. KeyCRM and Facebook integration has been completed.

After setting up the Facebook & KeyCRM integration, you will quickly see the first results. Each new lead that fills out and submits the Lead Ads form is transferred to the CRM system and registered there as a new customer. Automating this process significantly speeds up the processing of customer requests and simplifies the work of your staff, freeing them from manual work.

As you can see, setting up KeyCRM & Facebook integration does not require any special skills. Integration occurs through an easily managed web interface of the connector in just a few minutes. Once launched, SaveMyLeads takes care of the routine transfer of data from Lead Ads forms to the KeyCRM system, allowing you to focus on other tasks, increasing productivity and customer service.

Step-by-Step Guides for Setting Up Integrations: