Sync contact data between Facebook and your CRM

  

Connect your customer relationship management platform (CRM) to Hootsuite Ads to sync contact data generated from Facebook lead ads to the CRM. Conversely, you can sync lead data from your CRM directly to a Facebook custom audience.

Sync Facebook lead ad data to AWeber, HubSpot, Infusionsoft, MailChimp, Salesforce, or Adobe Campaign Standard.

Sync data to a Facebook custom audience from AWeber, HubSpot, Infusionsoft, Intercom, MailChimp, Salesforce, or Adobe Campaign Standard.

To sync lead ad contacts to a CRM

  1. Click Tools on the main navigation bar, and then click Data Sync.
  2. Enter a name for the sync, and then click Create new sync.
  3. Select Facebook as the source, and then click Next in the bottom-right corner.
  4. Select a Facebook ad account from the drop-down list, and then select either Facebook Lead Gen Forms or Facebook Campaigns as your data source.
  5. Select a Facebook Page associated with a lead generation form, select the form, and then click Next in the bottom-right corner.
  6. Select a CRM target to sync to, and then click Next in the bottom-right corner.
  7. Enter your credentials to the CRM to authorize the connection.
  8. Select the fields in your lead generation form from the drop-down lists on the left, and map them to corresponding fields in the CRM on the right. Then click Next.
  9. Review the data that will be mapped to your CRM, and then click Save in the bottom-right corner.

To check the status of your sync at any time, click Tools on the main navigation bar, and then click Data Sync. From here you can stop or resume syncing between platforms, or delete the connection altogether.

To sync CRM data to a Facebook custom audience

  1. Click Tools on the main navigation bar, and then click Data Sync.
  2. Enter a name for the sync, and then click Create new sync.
  3. Select a CRM as the source, and then click Next in the bottom-right corner.
  4. Enter your credentials to the CRM to authorize the connection.
  5. Select a lead list from the CRM and then click Save in the bottom-right corner.
  6. Select Facebook as your target, and then click Next.
  7. Select a Facebook ad account from the drop-down list, and then select an existing custom audience, or create a new one. Then click Next.
  8. Select the fields from your CRM from the drop-down lists on the left, and map them to corresponding fields in your custom audience on the right. Then click Next.
  9. Review the data being synced, and then click Save in the bottom-right corner.
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