Managing Inquiries from Facebook Lead Ads

Learn how to capture, review, and manage leads from Facebook Lead Ads within EduCtrl CRM for streamlined follow-up and improved conversion rates.

Prerequisites

• Admin access to EduCtrl CRM
• Active Facebook Lead Ad campaigns
• EduCtrl CRM configured in Zapier with API integration enabled

A. Connecting Facebook Lead Ads to EduCtrl (via Zapier)

1. Log in to Zapier with your account.
2. Create a New Zap.
3. Select Facebook Lead Ads as the Trigger app.
4. Choose your Facebook Page and the specific Lead Form.
5. Set the Action app to EduCtrl CRM with the Create Lead action.
6. Authenticate EduCtrl using your API key (found under Settings > Developer/API Settings).
7. Map the Facebook form fields (e.g., name, email, phone) to the corresponding EduCtrl lead fields.
8. Test the Zap to ensure proper data transfer.
9. Enable the Zap to start automatic lead capture.

B. Reviewing Facebook Leads in EduCtrl

1. Log in to EduCtrl CRM.
2. Navigate to the Leads module.
3. Use the Source filter to select “Facebook Lead Ads.”

4. Review incoming leads, noting submission time, campaign, and mapped fields.

   

C. Assigning and Following Up on Facebook Leads

• Use Bulk or Single Reassignment options to distribute leads among your team.
• Apply Lead Assignment Rules based on campaign, geography, etc.
• Use Zapier or Internal Assignment Rules to automate staff allocation.