In this tutorial, you will learn how to set up the upload of leads from an advertising account on Facebook as new contacts to the WireCRM CRM system without programming skills using the SaveMyLeads online connector.

Contents:
1. How to set up Facebook and WireCRM integration
2. Connect Facebook Leads Ads
3. Connect WireCRM
4. Automatic data update
5. Finish the setup

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Facebook is widely popular not only as a social network for communication, but also as a promising platform for doing business. With the help of an advertising account, users can promote their products or services.  

Facebook is a social network with a multimillion audience. Over time, your customer base can grow. In addition, usually leads come to a business from different sources: from a website, from other advertisements, from different social networks. We have to process them both on Facebook and in other systems, which is inconvenient. 

Some leads may simply be left unattended: managers will have to manually control incoming requests and create new deals based on them, and with a large flow, it is difficult to process all requests and comments. The service's capabilities also do not allow making a full-fledged convenient contact database and working with it: calling, sending email-mailings, conducting through the sales funnel, segmenting according to various criteria, etc. 

It is much more convenient to work in one interface with all leads at once, for example, in CRM-system WireCRM. To configure the unloading of leads from an advertising account on Facebook as new contacts in WireCRM, you need to integrate these services. After that, all new leads from Facebook will automatically go to WireCRM. There they can be conveniently stored, processed and interacted with in every possible way.

How to set up Facebook and WireCRM integration

You can set up Facebook and WireCRM integration without IT help or programming knowledge. Use the SaveMyLeads online connector. Thanks to its intuitive interface, theentire communication setup process will take less than 5 minutes. You or your employee will not have any difficulties working with him. It is enough to follow the recommendations of this step-by-step instruction or use the training videos. 

To get started with the SaveMyLeads platform, you need to register on it. register by entering your email address and password to your personal account. After that, go to your personal account and click "Create connection".

Facebook and WireCRM integration | Create a new connection


Connect Facebook Leads Ads 

Select one of the ready-made templates for data transmission systems - WireCRM.

Facebook and WireCRM integration | Choose a template 


Connect your Facebook account to the service SaveMyLeads.

Facebook and WireCRM integration | Connect your account


In the new window, enter your username and password from your personalon Facebook.

Facebook and WireCRM integration | Enter your username and password


To continue setting, click Edit Settings

Facebook and WireCRM integration | Continue setting


Now you can see all the advertising pages that you have access to. It is better to check the boxes for all pages at once, even if some of them are not yet receiving leads. Thanks to this, you will be able to work with them in the future and do not miss a single application.

Facebook and WireCRM integration | Select All Advertising Pages


Enable all access checkboxes

Facebook and WireCRM integration | Grant access


Yours should be displayed in the list of connected accounts - select it 

Facebook and WireCRM integration | Select a connected account


In the same window, you need to select the advertising page from which you want to transfer leads

Facebook and WireCRM integration | Select an advertising page


Select the forms by which the data will be downloaded.

Facebook and WireCRM integration | Specify the forms


This completes the Facebook setup, you can proceed to work with the data receiving system - WireCRM.

Connect WireCRM

Connect your WireCRM account to the service SaveMyLeads and click "Continue".

Facebook and WireCRM integration | Connect WireCRM


In the next window you need to specify the API key. 

Facebook and WireCRM integration | Connection window 


To get an API key, go to you personal account WireCRM.

Facebook and WireCRM integration | Window personal account


Having entered your personal account, go to the profile settings

Facebook and WireCRM integration | Go to settings


In the window that opens, at the bottom of the page, copy the API key

Facebook and WireCRM integration | Copy the API key


Return to the SaveMyLeads tab, paste the copied API -key and click "Save".

Facebook and WireCRM integration | Insert API Key 


Select your account in the list of connected ones.

Facebook and WireCRM integration | Select the connected account


In the same window you will see the fields for creating a new contact in WireCRM. You can pass variables from Facebook to them. To add a variable, click in an empty field and select a variable from the drop-down list.

Facebook and WireCRM integration | Set the variables 


Go to the next step by clicking the "Continue". 

Facebook and WireCRM integration | Continue setting


In the next window you will see an example of the filled-in fields by contact. If you want to check the correctness of the settings - click "Send test data to WireCRM". 

Facebook and WireCRM integration | An example of filling in the fields by contact
Facebook and WireCRM integration | Submit test data 


To check the results, go to the personal account of the WireCRM service.

Facebook and WireCRM integration | Test data


If you are satisfied with the results, return to the service SaveMyLeads and complete the setup. 

Automatic data update

In order to instantly create new contacts in WireCRM from new leads from Facebook, you need to enable auto-update, for this at the bottom of the page, click Finish Setup.

Facebook and WireCRM integration | Completion of settings


If necessary - you can change the name of the connection. Click on the gear in the upper right. In the next window, enter the desired name for the relationship and save the changes. This completes the integration of Facebook and WireCRM.

Facebook and WireCRM integration | Window name changes due


Finish the setup

Setting the integration of Facebook and CRM-system WireCRM using online connector SaveMyLeads will take no more than 5 minutes. Thanks to the simple interface of the connector, any of your employees can handle its work, even those who have no programming skills at all. 

By integrating Facebook and WireCRMP, you will significantly increase the efficiency of your business. Automation will help save time for your employees and get rid of errors.