- Click on the Install app button
- Click on ‘Allow and Install’
- After installation, sign up on the app
- Verify your email and login
- Navigate to ‘Installed apps’ under Marketplace
- Click on ‘View Details’ of Facebook Lead Integration app
- Go to Facebook settings and connect your Facebook account which has all the pages and campaigns associated.
- Once you connect your Facebook account go to the forms section.
- Here you will see all the pages and different campaigns associated with that page.
- Click on the Add button to select the particular campaign/campaigns from which you want leads/Contacts in your Kylas account.
- After adding the campaigns, map the Kylas Fields with respect to Facebook Fields by clicking on the Edit Button
- Now you will see two different entity forms- one is Lead Field Mapping and another one is Contact Field Mapping
- Select the Field, Campaign, Source according to your entity and parameters, and then select the owner which will be responsible for handling the entities coming from facebook source.
- Make sure you click on the Checkbox “Create Lead/Contact”
- Now First Select the Facebook form field and then map it with the Kylas field and hit Add Field mapping button
- Follow the same process to map all fields from Facebook source form.
- To check Facebook source, go to Facebook
- Login with your Facebook account
- Choose the Facebook page and form that you want to test
- Click on ‘Create Lead’
- Click on the ‘Track status’ button to see if there are any errors
- If the status is successful, please check your Kylas account. You will see a test lead has been added from the Facebook source.
After successful installation, kindly refer to the ‘Help’ section under the app if needed.
