
Integrating Facebook lead ads with a CRM is a game-changer for businesses looking to streamline lead management and automate engagement. By setting up ads that target the right audience and connecting them to a CRM, you can ensure seamless follow-ups, lead nurturing, and improved conversion rates. This guide walks you through the essential steps of creating a Facebook lead ad, integrating it with your CRM, and leveraging automation for maximum efficiency.
将Facebook潜在客户广告与CRM系统整合,对于希望优化线索管理和实现自动化跟进的企业来说是一项重大突破。通过设置精准投放的广告并连接至CRM,你可以实现无缝跟进、线索培育和更高的转化率。本文将带你一步步完成Facebook潜在客户广告的创建、CRM集成,以及如何利用自动化提升效率。
Navigate to the Facebook Ads Manager, select your ad account, and click the "+ Create" button. Choose "Leads" as your objective, and select Continue to access the campaign structure setup.
进入Facebook广告管理器,选择你的广告账户,点击“+ 创建”按钮。在目标类型中选择“潜在客户开发”(Leads),然后点击“继续”,进入广告活动结构设置界面。

You can use the recommended template already prebuilt or Start Manually to have more control over the ad creation.
你可以选择系统预设的推荐模板,或手动开始创建广告以获得更多自定义控制。

Name your campaign appropriately, you can categorize your ads for specificity. Also, ensure A/B testing and campaign budget optimization are turned off for simplicity. Make sure all your edits are saved then click on Next.
为你的广告活动命名,可按类别进行归类以便管理。为简化设置,关闭A/B测试和广告预算优化。确保保存所有修改,然后点击“下一步”。

At the ad set level, name your set, and choose "Instant Forms" as your lead method.
在广告组层级为其命名,并选择“即时表单”(Instant Forms)作为潜在客户获取方式。

Select the correct Facebook page to run ads and set your budget and target audience.