Facebook has so much to offer in terms of grabbing and nurturing leads that amoCRM actually has 4 (and a half) different Facebook integrations! Maybe you already noticed this when you clicked on the connect Facebook button, and nothing happened. Oh, it worked… just somewhere else. To conquer the confusion, I’ve created this guide to break down each integration and explain what it’s useful for and how to set it up.
This is one of my all-time favorite integrations. Basically, any time a new person starts to chat with you on Facebook, they are added to the incoming leads section of your sales pipeline. From there, you can decide whether to:
In addition to lead grabbing, this integration is great because it allows you to chat on Facebook Messenger without leaving amoCRM. That means you can stay engaged with individuals where they are most comfortable. But it’s also comfortable for you—you’re chatting with their amoCRM profile open right in front of you, and all your chat messages are visible right there… not lost in another application.
Set up is easy peasy, lemon squeezy
Here are the steps to integrate FB Messenger.
amoCRM recently created an elegant button you can put on your website, which allows web visitors to contact you on the medium most comfortable for them. Currently, the feedback button allows you to connect accounts from:
Once a visitor contacts you, they’re sent to the incoming leads section of the pipeline. As we discussed earlier, you can keep chatting with them in their newly created amoCRM profile. Don’t forget that you can approve, decline, link them to a lead, or do nothing.
It must be complicated, right?
Actually, no. As long as you have access to paste a bit of code into your website’s html, you’re all set. Just follow these easy steps.
This is a brand new integration that’s awesome for grabbing leads from Facebook. If you’re not already using Facebook Lead Ads, take a look because it’s an excellent lead gen source. Basically, you create an ad on Facebook and then choose which info you want to get from interested viewers. They click on your ad and their info is already filled out from their Facebook data—all they have to do is click submit.
This integration automatically grabs submitted Facebook lead ad forms, transforming them into amoCRM leads. As always, new submissions are sent to the incoming leads section of the pipeline.
How can I get my claws on it?
First things first, you gotta have a Facebook page for your business and you gotta make some ads. After that, it’s easy to set up the integration.
This is one of our oldest (and perhaps dustiest, I’m not gonna lie) integrations. Yet it still has its uses. Imagine you’re dealing with a contact and want to know more. This integration lets you search for their Facebook profile from amoCRM. One click, and it takes you right to their page. After that, whether you friend request or just snoop is up to you.
Get hooked up
This is a tried and true integration that should be an vital part of every Digital Pipeline. You just choose which pipeline stage and which Facebook ad, and then once a lead gets to that stage, they will automatically see your ad on FB. This integration warms leads by showing them ads that fit where they are in the pipeline.
It’s beautiful for a lot of reasons, but my favorite reason—because it ends. When leads are progressed past the stage, they stop seeing ads from that campaign (unless you choose to continue the same campaign into further stages). This is great because it avoids ad faux pas like showing awareness ads to the leads who already know you and haunting leads who are at the end of your pipeline. Instead, you can make sure that leads at each stage only see the ads that are appropriate for them.
Let’s get ready to rumble
Hopefully I’ve cleared up any confusion about this multifaceted integration. Each of the parts is useful in its own way, so try them out and see if you like them. If you still have questions, feel free to ask in the comments below. Happy Facebooking.