Lofty and Facebook Lead Ads Sync via API Nation
The Lofty and Facebook Lead Ads integration will instant Sync any Ad submitted through a Facebook Lead Ad form into Lofty. No imports, exports, downloads, copy, paste…none of that.
- Every Facebook Lead instantly added to Lofty as soon as it is submitted
- Powerful configuration options to specify tags, source, agents and more
- Improve speed to lead and make sure none of your Facebook Leads are falling through the cracks.
Checkout the video above to see it in action.
If you'd prefer to read through a guide, here's a step-by-step:
Head to https://my.apination.com/apps/chime/facebook/ to get started.
There you will see the sync available for Lofty and Facebook Lead Ads
You can set up this Sync up multiple times (especially useful if you have multiple Facebook Instant Forms) and it is still the same flat rate. Click activate to begin the set up.
After clicking Activate on the Sync, the first step is to connect both apps to API Nation
To connect Facebook, click the "Connect" button under the Facebook logo:
Sign into your Facebook account with the username and password of the account that has access to the Business Pages that run the ads you are Syncing.
Authorize access of the connection to the pages running the ads.
Great you’ve now connected Facebook.
To connect Lofty. click the "Connect" button under the Lofty logo
Sign into your Lofty account and Authorize access for API Nation.
Both apps are now connected. You can now begin configuring your Sync for creation:
- “Select Page”: Choose the Facebook Business page that is running the Lead ad with the Instant Form that you want to Sync. If there is no options available, you can create a business page by following these steps.
- Seller Leadgen Form: Choose the instant form that you want to Sync. If you have not yet created an Instant Form, here is the quick guide to doing that.
- Do not overwrite information….: Check this box and any lead that comes in for a contact that already exists in Lofty fill just add missing information. Leave the box unchecked and the contact will be overwritten.
- Make new lead Private: Check this box to mark new leads as private
- Send new lead Alert Email?: Check this box to have alert emails sent for every new lead
- Send new leads Welcome Email?: Check this box to have emails sent to every new lead
- Assign Agent: Choose which agent the lead should be assigned to in Lofty
Click "Subscribe" to create the Sync. This created the Sync with those configuration options.
Scroll down and confirm the filters and mapping.
(Optional) Filters:
- Choose a field from the dropdown and then a criteria for including or excluding contacts.
- Click "Advance Mode" to add additional "And" / "Or" rules to your filter
- Be sure to save your filter
Mapping:
Most of the fields are pre-mapped by the system. If there are any additional fields you would like to connect, click the “Plus” icon on the right of the empty field, and select the field from the drop down.
You can add multiple fields into a single field (e.g. First Name Last Name into the Full Name field).
You can also add plain text to a field (e.g. add the Text “facebook” in a field called Lead Source, so mark all the leads coming through as from the source “facebook”)
Once the Syncs is created
Once you’re satisfied with the options, Scroll to the top and click the big Activate Sync button.
The Sync will now be activated. From here you can…
- Rename the Sync (helpful if you created multiple Syncs with slightly different rules.
- Pause the Sync
- Clone the Sync to create a Sync with the exact same connection and configuration, you can then make the slight configuration changes to fit your needs
- Click the Lofty logo or Facebook logo to be taken to their full menu of Syncs available.
Once you’ve connected them, they will all be available for management in the “My Syncs” area of API Nation.
That’s it!
Now every lead that clicks on your Facebook Lead Ad will get added right to your Lofty CRM with the exact tags, source, and agent assignment you want.
