Fixing Issues with Lead Ad Integrations

Comprehensive Troubleshooting Process

Breaking and Restoring the Integration

• Access the integrations area within your CRM.

• Disconnect your current advertising platform connection.

• Refresh the page to apply changes.

• Reconnect the platform, ensuring you follow the prompts for permissions.

Checking Page Selection for Integration

• Confirm that the right pages are linked to your CRM.

• Manually select any pages that aren’t currently linked.

• Perform this step for all the pages you need connected.

• Save your changes to secure the integration.

Executing a Hard Browser Refresh

• Once changes are saved, perform a full refresh of your browser.

• Reconnect to the advertising platform, selecting the correct Facebook page.

• Click “Connect” to establish the link.

Verifying Field Mapping and Workflow Configuration

• Confirm that the integration settings show the page as connected.

• Ensure that Facebook form fields are accurately mapped to CRM fields.

• Check that all triggers or workflows are active and properly configured.

• For workflows, ensure the correct form is selected and settings are accurate.

• For triggers, confirm the right Facebook lead form is chosen.

Testing the Integration with a Sample Lead

• Use the lead ad testing tool provided by your ad platform.

• Remove any existing test leads and refresh your browser.

• Submit a new test lead and look for status updates or app ID confirmations.

• Confirm that the lead shows up in your CRM as expected.

Frequently Asked Troubleshooting Questions

• Why don’t I see the app ID or status? Make sure the correct page is selected and all permissions are granted. Go back through the page selection and mapping steps if necessary.

• Can I integrate more than one page with my CRM? Yes, multiple pages can be integrated. Make sure each is selected and saved.

• What if leads aren’t appearing in the CRM? Review your workflows or trigger configurations. Double-check that the correct form is selected and active.