Are you using Facebook Lead Ads for lead generation and ActiveCampaign for sales management? Then this article will be useful for you. Most likely, you are regularly faced with the task of transferring new leads from the Facebook advertising account to the ActiveCampaign system. With the SaveMyLeads service, the data synchronization process can be easily automated. In this guide, we will show you how to set up Facebook and ActiveCampaign integration in just a few minutes.

Content:
1. How to set up Facebook and ActiveCampaign integration
2. Connect Facebook
3. Connect ActiveCampaign
4. Enable automatic data transfer
5. Integration result

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ActiveCampaign is an effective solution for marketing automation and sales management. The CRM module of the platform allows you to process customer/order data and promote deals through the sales funnel. With ActiveCampaign, you can set up transparent workflows and increase employee productivity. CRM-system offers a clear structure and user-friendly interface.

Deals are one of the most important sections of the ActiveCampaign CRM system. This is where the data on customers and requests is located, and the lead moves through the stages of the sales funnel. The ActiveCampaign platform offers a wide range of functionality for working with deals. Users can track progress on a Kanban board, set up sales pipelines, use tags, create tasks, add notes, and more.

Deals in ActiveCampaign can be created manually. Press the “New Deal” button, enter the data and save. But if you manually enter tens and hundreds of leads, the process will take a lot of working time. And do not forget that this is a regular task. The solution to the problem is the introduction of automation. For example, you use Facebook Lead Ads for lead generation and transfer information from the Facebook advertising account to the ActiveCampaign CRM system. If you create an integration of these two platforms, you can set up automatic data transfer. As a result, new Facebook leads will be converted into ActiveCampaign deals without human intervention.

Facebook and ActiveCampaign integration | Deals in ActiveCampaign


How to set up Facebook and ActiveCampaign integration

Our task is to create an automated process “uploading data on new Facebook leads - creating deals in ActiveCampaign”. To set up the integration, we will use the SaveMyLeads service. This is an online connector that allows you to connect Facebook ad account with other systems. In our case, ActiveCampaign CRM acts as a data receiver. The SaveMyLeads service will track new Facebook leads, upload the necessary data, and initiate the creation of a deal on the ActiveCampaign side.

Integration is configured through a web interface. Working with the SML system does not require special knowledge or skills. To get rid of the manual transfer of leads from Facebook to the ActiveCampaign CRM system, you will need access to these two platforms and a little time.

Connect Facebook

To get started with the SaveMyLeads system, you need to register or log in using your Facebook or Google account. The integration setup process is extremely simple. Let's consider it step by step. First, create a new connection.

Facebook and ActiveCampaign integration | Create a new connection


Select the appropriate customization template. For our task, this is “ActiveCampaign (Create Deal)”.

Facebook and ActiveCampaign integration | Select the template “ActiveCampaign (Create Deal)”


Let's set up a data source — a Facebook advertising account. Connect the FB account to the SaveMyLeads system.

Facebook and ActiveCampaign integration | Add FB account


Specify login and password.

Facebook and ActiveCampaign integration | Log into Facebook


Go to the settings.

Facebook and ActiveCampaign integration | Click "Edit Settings"


We see a list of advertising pages. Select those from which you want to upload data on leads. You can mark all available pages at once.

Facebook and ActiveCampaign integration | Mark ad pages


Leave all checkboxes enabled.

Facebook and ActiveCampaign integration | Leave all checkboxes enabled


The Facebook account is connected to the SML system.

Facebook and ActiveCampaign integration | The Facebook account is connected


Select the desired account from the list of available ones.

Facebook and ActiveCampaign integration | Select the desired account


Select an advertising page and a lead form, the results of which will be uploaded to the system. If you need to receive data from different lead forms, you need to create a separate connection for each of them. When all required data source parameters are defined, click “Continue”.

Facebook and ActiveCampaign integration | Define all required data source parameters


Connect ActiveCampaign

Add an ActiveCampaign account to the SaveMyLeads system.

Facebook and ActiveCampaign integration | Add an ActiveCampaign account


We need to fill in two fields “API Domain” and “API Key”.

Facebook and ActiveCampaign integration | Fields to fill


In the ActiveCampaign account, go to the “Settings” section.

Facebook and ActiveCampaign integration | In the ActiveCampaign go to the “Settings”


Open the "Developer" section. We need values in the "URL" and "Key" fields.

Facebook and ActiveCampaign integration | URL and Key in the "Developer" section


Copy and paste the contents of the “URL” and "Key" fields into the SaveMyLeads system (into the “API Domain” and “API Key” fields, respectively).

Facebook and ActiveCampaign integration | Insert values into the “API Domain” and “API Key” fields


Select the connected ActiveCampaign account.

Facebook and ActiveCampaign integration | Select the ActiveCampaign account


The SaveMyLeads system offers a preset option to fill in the ActiveCampaign fields to create new deals.

Facebook and ActiveCampaign integration | Preset values


To define the contents of the field yourself, click in it and select the Facebook variable from the list. You can also enter text manually. When all required fields are configured, click “Continue”.

Facebook and ActiveCampaign integration | Facebook variables


In the next step, we see a table of data that will be passed to ActiveCampaign to create a deal. Click "Send test data to ActiveCampaign".

Facebook and ActiveCampaign integration | Send test data to ActiveCampaign


Go to the CRM system and check for a new card in the “Deals” section.

Facebook and ActiveCampaign integration | Test deal in ActiveCampaign


Enable automatic data transfer

Now we need to enable auto-update. Return to the SaveMyLeads system and click “Finish setup”.

Facebook and ActiveCampaign integration | Enable automatic data transfer


If necessary, you can change the name of the integration. Go to the settings, specify a new name and save the changes.

Facebook and ActiveCampaign integration | New connection name


Integration result

The SaveMyLeads service helps to automate the transfer of leads from Facebook to other systems. In this guide, we took a detailed look at how to set up the integration of the ActiveCampaign CRM and a Facebook ad account. As a result, the SML service tracks every completed lead form on the social network and passes the data to ActiveCampaign, where a new deal is automatically created.

Automating the transfer of data from Facebook to ActiveCampaign is an effective solution that positively affects the productivity of employees and also helps to increase the speed of lead processing. By taking a few minutes to create an integration, you get a fully automated workflow that implements several routine operations at once and allows you to shift your attention to more important tasks.