Facebook - Corefactors

Overview

Help and Support

Facebook Business Integration with Corefactors AI CRM

About Facebook Business

Facebook Business is part of Meta’s business suite available for businesses. With over 2.7 billion monthly active users on Facebook, the Facebook Business offers a range of tools and services to empower business to reach and engage their audience, promote their product and services.

One such important tool is Facebook Lead Ads that offers a great way generate leads from people interested in what you offer. But once someone shows interest through lead form submission, all that data doesn't need to stay on Facebook, only to be manually exported later.

Benifits of Corefactors Integrations with Facebook Business

With Facebook business integration to Corefactors, businesses can get rid of the manual process of downloading leads via Ads Manager or meta Business suite, rather initiate action instantly and improve conversion with faster response time.

point_scan Capture the leads automatically in the Coreactors Lead Box and initiate immediate actions on new leads with Corefactors workflow automation.
point_scan Set up automated journey on lead capture like welcome mail or WhatsApp, agents auto call connection and more.
point_scan Measure your online marketing activities.
point_scan Give your entire team access to lead data without going to Facebook, no matter who sets up the campaign and who needs to initiate conversation.
point_scan Save team’s time and effort invested in manual download and record. Use the integration across campaigns.

Setting Up Facebook Integration in Corefactors AI CRM

Prerequisites

point_scan Facebook Page
point_scan Meta Business Account

Setting Up Facebok Business Integration with Corefactors AI CRM

point_scan Step 1: Go to your Facebook Page
point_scan Step 2: Go to More tools and click Meta Business Suite.
point_scan Step 3: Click All tools option.
point_scan Step4: Go to Advertise and click Instant forms.
point_scan Step 5: Select the CRM setup tab.
point_scan Step 6: Enter Corefactors in search bar and select it when it appears.
point_scan Step 7: Click Connect from website and follow below steps in Corefactors to complete the integration.

Steps to Complete Facebook Integration in Corefactors:

point_scan Step 1: Login to Corefactors AI CRM through admin credential.
point_scan Step 2: Go to 'Integration Page' from the menu.

point_scan Step 3: Select 'Social Media' category from the available category options.

point_scan Step 4: Under 'Social Media' category, you will find the Facebook option. Click "Connect" button in Facebook option to integrate Facebok with Corefactors.
point_scan Step 5: Upon clicking connect button,...

Once the integration is completed, the button will change to a "Connected" status, indicated by a green color.

How to disconnect Facebook - Corefactors Integration?

To disconnect Facebook - Corefactors CRM Integration, similary, you need to go to follow the same steps to reach the Social Media category in Integration menu in Corefactors CRM and click on the Disconnect button present on the Facebook icon present in the Social Media category of Integration page.