Troubleshooting Lead Ads Integration Issues

Integrations, Settings No Comments

Step-by-Step Troubleshooting Guide

Breaking and Re-establishing the Connection

  • Navigate to the integrations section of your CRM.
  • Disconnect the current integration with your advertising platform.
  • Refresh the page to ensure changes are applied.
  • Reconnect to the advertising platform, ensuring to follow any prompts or permissions required.

Verifying Page Selection

  • Ensure that the correct pages are selected for integration.
  • If a page is not selected, manually select it.
  • Repeat this process for each page you wish to integrate, ensuring all desired pages are selected.
  • Save your changes.

Performing a Hard Refresh

  • After saving your changes, perform a hard refresh of your browser.
  • Reconnect to the advertising platform by selecting the correct Facebook page and hitting connect.

Mapping and Workflow Configuration

  • Verify that the integration shows the page as connected within your integration settings.
  • Check that Facebook form fields are correctly mapped to your CRM fields.
  • Ensure that any triggers or workflows (e.g., for lead generation form submissions) are active and configured correctly.For workflows, select the appropriate form and verify settings.For triggers, find the specific Facebook lead form and ensure it is correctly selected.
  • For workflows, select the appropriate form and verify settings.
  • For triggers, find the specific Facebook lead form and ensure it is correctly selected.

Testing the Integration

  • Use the lead ad test tool provided by your advertising platform.
  • Delete any existing test leads and perform a hard refresh.
  • Submit a new test lead and monitor for the expected status update or app ID confirmation.
  • Verify the lead appears within your CRM as expected.

Troubleshooting Tips and FAQs

What if I don’t see the expected app ID or status update? Ensure you’ve correctly selected the advertising platform page and that all permissions are granted. Revisit the page selection and mapping steps.

Can I integrate multiple pages with my CRM? Yes, you can integrate multiple pages. Ensure each page is correctly selected and saved.

What should I do if leads are still not appearing in my CRM? Double-check your workflow or trigger configurations. Ensure the correct form is selected and that the workflow or trigger is active.