Facebook is one of the most successful social media sites of our times. It connects billions of people and brings them under one roof. They use Facebook to their heart’s content. However, most of them see Facebook as a source of income due to its strong connection with a larger audience across the world. It has become an essential asset of all kind of businesses, be it small or large. Every industry has enhanced the usage of Facebook with the purpose to market their products and raise profit.
With the Odoo CRM module, you can streamline the operations of your Facebook marketing. Odoo’s Customer Relationship Management (CRM) module is generally used to track a customer’s data. Integrating your Facebook lead ads with the CRM system can help retrieve your potential leads quickly.
In addition, downloading a new CSV file every time when checking new leads is a daunting task. With CRM, it is no longer an arduous job. Odoo CRM makes this process much easier. It is possible to connect your CRM to your account with the help of your Facebook page. Remember one thing that you connect CRM until you are an admin of the Facebook page and access to leads.
Steps to Integrate CRM with Your Facebook Page
First of all, log in to your Facebook account and open your page. Then click on publishing tools and leads set up. Search the CRM system you want to use for the integration. When you get your CRM system, you will find an option is; Connect from the website. You are supposed to click on it and follow the steps suggested in the CRM provider’s website to complete the integration successfully. After connecting the CRM with Facebook, you are enabled to retrieve leads from the CRM system.
The CRM system you have chosen will display an option suggesting to follow through Zapier, and there is a blue connect button. At that moment, click connect button for connecting to the CRM. Just after clicking on the connect button, you are all set to integrate with the CRM.
Once you connect to the CRM, you can go to the website to check and manage your leads. If need be, you are allowed to download your leads through Facebook. After the integration of CRM, you will find the leads in your CRM system. Once you are granted access, you are supposed to give permission to the CRM system before leads display in the system.
One thing to note here is that you cannot edit the CRM system with Facebook tools if you integrate the CRM system using an external website. If you want to make changes in the integration, you must visit your CRM provider’s website for further steps.