Step-by-Step Integration Process Accessing Integration Settings: Connecting to Facebook: Verifying the Integration: Managing Facebook Leads Once the integration is complete, the next step is to manage leads generated from Facebook. Creating a Facebook Ad: Select lead generation campaign. Create a lead form within the ad, including fields such as first name, last name, phone, and ..
Category : Integrations
Take advantage of the easy connection process when you click on the Connect tab to ensure your Facebook and Instagram accounts are connected to your CRM. If you have already connected one of these social accounts, the tab allows you to deselect either or both—look for gray colored FB and IG icons if they’re not ..
Before diving into the creation of templates and automations, it’s crucial to set up WhatsApp integration correctly. Here’s how to get started: The setup process is straightforward, requiring minimal technical knowledge. Creating WhatsApp Templates Templates are pre-designed messages that you can send to your contacts. To create a new template: 3. Enter a template name ..