How to Set Up Facebook Conversion Leads in Make

Introduction

Facebook conversion leads are an essential component for businesses leveraging Facebook ads to capture and manage lead information. Setting up Facebook conversion leads using Make (formerly Integromat) allows seamless integration between your lead source, CRM, and Facebook Ads Manager, optimizing your ad campaigns and tracking lead activity effectively. Join Make and unlock powerful automation for managing Facebook Conversion Leads seamlessly. Get started here.

Setting up Facebook Conversion Leads in Make can significantly streamline your lead management process, ensuring seamless integration with your CRM and enhanced campaign optimization. This guide provides a detailed walkthrough on setting up Facebook conversion leads in Make, using a practical scenario and helpful insights. Learn how to set up Facebook Conversion Leads in Make, automate lead management, and optimize campaigns effortlessly for better advertising results.

What Are Facebook Conversion Leads?

Facebook generates conversion leads when someone submits their details via a Facebook lead ad. These leads come with unique Lead IDs, which are necessary for integrating with other systems like CRM or third-party automation platforms. This ID allows businesses to track leads and optimize their campaigns based on actions within the sales funnel.

Key Prerequisite: Lead Source

To use Facebook conversion leads in Make, make sure you collect your leads through Facebook Lead Ads. Leads gathered through external web forms or other methods will not generate the required Lead ID.

Step 1: Prepare Your Setup in Facebook Ads Manager

Before integrating Facebook conversion leads in Make, configure the necessary elements in Facebook Ads Manager:

1. Access Events Manager

1. Log in to your Facebook Ads Manager account.

2. Navigate to Events Manager.

2. Create a CRM Pixel

You will need a standalone pixel specifically for CRM data. Follow these steps:

1. In Data Sources, select Create Pixel.
2. Choose CRM as the data source type.
3. Provide a name for your pixel and complete the setup.

Note: Using a CRM-specific pixel is recommended by Meta to ensure optimal functionality.

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Step 2: Build Your Scenario in Make

Make (formerly Integromat) is a powerful automation platform that connects various apps and services. Here’s how to set up a scenario to send data from a Google Sheet to Facebook conversion leads.

1. Set Up Google Sheets Module

1. Open Make and create a new scenario.
2. Add the Google Sheets module.
3. Use the Search Rows action to retrieve leads:
   • Select your spreadsheet.
   • Choose the appropriate sheet containing lead data.
   • Filter rows to include only those with a valid Lead ID.

2. Add Facebook Conversion Leads Module

1. Add the Facebook Conversion Leads module to your scenario.
2. If this is your first time, connect to your Facebook account:
   • Provide a connection name (e.g., “Make Test”).
   • Enter your business name and choose the correct currency and timezone.
   • Specify a unique External Business ID.
3. Approve the requested permissions and select:
   • Your Business Manager.
   • The Ad Account to use.
   • The CRM pixel you created earlier.

3. Map Data Between Modules

Map the fields between your Google Sheets module and the Facebook Conversion Leads module.

• Event Name: Map this to the lead status of your spreadsheet or CRM.
• Event Time: Use the current timestamp or the time of the status change from your CRM.
• Lead ID: This should be the Lead ID captured via Facebook lead ads.
• Event Source: Indicate the source of the lead data, such as “Google Sheets” or “Salesforce.”

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4. Test the Scenario

Run the scenario to verify that the integration works correctly:

• Make sure to send all events successfully to Facebook.

Step 3: Verify Events on Facebook

After running your scenario, check if Facebook has received the events.

1. Return to Facebook Ads Manager and locate your CRM pixel in Events Manager.
2. Switch to the Overview tab and filter by today’s date.
3. Wait 10–15 minutes for events to appear.

If the integration is successful, you will see the events processed and recorded.

Step 4: Configure Your Sales Funnel

Once the API processes enough events, set up your sales funnel on Facebook.

1. In Settings, locate the Conversion Leads Optimization section.
2. Select the lead event you want to optimize for (e.g., “Contracts Signed” or “Moving Forward”).

This step helps refine your ad campaigns, targeting leads at specific stages of the sales process.

Benefits of Using Facebook Conversion Leads with Make

Integrating Facebook conversion leads using Make offers several advantages:

1. Automation: Streamline the process of pushing lead data from CRMs or spreadsheets to Facebook.
2. Accuracy: Make sure to correctly map and transmit all data without manual errors.
3. Optimization: Use conversion leads to improve ads campaign performance by focusing on specific sales funnel stages.

Common Troubleshooting Tips

1. Missing Events on Facebook:
   • Ensure the Lead IDs in your source match those generated by Facebook lead ads.
   • Make sure that you correctly link your CRM pixel.
2. Incorrect Mapping:
   • Double-check field mappings between the Google Sheets module and the Facebook module.
3. Delayed Event Visibility:
   • Allow 10–15 minutes for Facebook to process incoming events.

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Our expertise spans eCommerce, SaaS platforms, and content-driven websites, ensuring that your systems work seamlessly together for better efficiency and results. If you need assistance setting-up Facebook conversion leads or automating your workflows, Axiabits can help! We specialize in creating seamless integrations and efficient systems tailored to your needs. Book now and let’s get started!

Conclusion

Setting up Facebook conversion leads in Make is a powerful way to enhance your lead management process. By following this guide, you can create an efficient workflow that tracks leads, updates their statuses, and optimizes your campaigns in real-time.

With Facebook’s API and Make’s robust automation capabilities, you’ll have a system that not only saves time but also drives better results for your business. Start building your scenarios today and watch your campaigns thrive!

Looking to streamline your lead management? Try Make and connect Facebook Conversion Leads with ease!

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