What happens to the leads you generate through Facebook Ads? Are they being managed efficiently, or are opportunities slipping through the cracks?
Imagine automatically transferring those leads into a system that effortlessly organizes, nurtures, and converts them.
With a proper WooCommerce CRM, you can do just that.
You can fetch customer data and nurture them by sending personalized emails with offers, coupons, anniversary gifts, etc.
Check out this guide to learn how to manage Facebook ads leads with the right CRM to maximize your marketing potential.
Let’s get started!
Table of Contents
Facebook Lead Ads are a powerful way to capture potential customers, but collecting those leads is only the first step.
Managing, nurturing, and converting them into loyal customers requires a systematic approach, and a CRM like FunnelKit Automations plays a crucial role in this process.
By sending your Facebook leads to FunnelKit Automations, you can automate personalized communications and manage prospects more efficiently.
Here’s why FunnelKit Automations CRM is the ideal platform for handling your Facebook leads:
Manually managing leads from Facebook Ads can be tedious and error-prone. Automated tools ensure every lead is captured and securely stored.
Tags and lists simplify lead organization—use tags to label leads by behaviour or preferences and lists to group them by shared traits like interests or location.
This structured approach minimizes missed opportunities and lets you focus on delivering the right message to prospects at the right time.
FunnelKit Automations CRM empowers you to engage your leads across multiple channels, supporting email and SMS automation and email broadcasts.
With email automation, you can create personalized sequences to nurture leads, from welcome emails to product recommendations. In contrast, SMS automation ensures timely and direct communication for reminders or exclusive offers.
Additionally, email broadcasts allow you to send one-time announcements, promotions, or updates to your entire list or specific segments.
This multi-channel approach enhances your ability to connect with leads where they’re most likely to engage, driving stronger relationships and higher conversion rates.
Personalization is vital for effective lead nurturing. Automated email and SMS campaigns let you tailor messages based on behavior and preferences, such as sending welcome messages, product recommendations, or reminders.
Using merge tags adds a personal touch by dynamically including details like a lead’s name or interests, making your messages more engaging. This approach builds trust and boosts engagement rates.
Keeping all your lead data in one place is essential for organized and efficient marketing. FunnelKit is a centralized CRM consolidating leads from Facebook and other platforms.
This makes it easy to track interactions, view histories, and segment your audience for targeted outreach.
Not all leads are created equal, and FunnelKit helps you identify the most promising ones. With features like lead scoring and segmentation, you can prioritize high-value prospects based on their activity, interests, and demographics.
This ensures that your sales team focuses their efforts where they are most likely to see results.
Time is of the essence when engaging with leads. FunnelKit allows you to create automated workflows that trigger specific actions, such as sending a follow-up email when a lead fills out a form.
These workflows save time, reduce manual effort, and ensure no lead is left unattended.
Sending Facebook leads to FunnelKit Automations CRM gives you access to detailed analytics, allowing you to track metrics like open rates, clicks, and conversions.
These insights help you evaluate campaign performance, refine targeting, and optimize your strategies. With data-driven decisions, you can nurture leads more effectively and boost conversions.
Now, it’s time to see how to send leads from Facebook Ads directly into FunnelKit’s database.
To do so, you need to follow these steps:
First, we’ll see how to create a Pabbly account and use the Pabbly Connect feature to connect with.
Follow the steps for a successful connection.
The first step is to go to the Pabbly website. Then, create an account and log in. If you already have an account, use your credentials to log in.
Once you’re done with the account creation, click on the “Pabbly Connect” button.
Next, you need to create a workflow.
After clicking on the workflow button, you need to provide a name and a folder where you will save the workflow.
Pabbly Connect works has two functions.
Now, we’ll create a trigger.
Click on Trigger. Then, please search for the Facebook Lead Ads option and click on it.
Select “New lead Instant (beta).”
Then select “Add New Connection” and provide the connection name. Hit save to update.
Next, you’ll be asked to connect your Facebook page that runs Ads. To do so, log in with your account.
Then, all the related pages will appear on the list. Find the one you want to use and select it.
Next, you need to pick up the LeadGen Form. Your forms will automatically appear on the list as a dropdown.
Just choose the form that you want your users to fill out.
Check the form’s details, and hit save to continue when everything is all right.
To check whether the connection is working fine or not, you can send a test request.
Ensure the lead generation form is live before making the sample submission. Learn more
After you send the test request, the form is filled out with the data you provided for testing purposes.
To test, navigate to the Facebook Developer Testing Page. Select your page and LeadGen form.
Click on the preview form button. Fill out the form and then hit the continue button.
You have successfully submitted the test lead information through the LeadGen form.
Here, you can see the details of the lead.
If you want to add another lead, delete the first one, create a new one, and then send the test request.
Now, in the 2nd part of the action, you need to connect FunnelKit with Pabbly Connect.
Search for the “FunnelKit” and then click on it.
Select “Create Contact” and click on the “Connect” button.
Now, you need an API key to connect FunnelKit with Pabbly Connect.
The next section will cover getting the API key and seeing how the lead automatically generates and saves in the FunnelKit database.
It’s time to fetch those Facebook Ads leads to FunnelKit Automation CRM.
To do so, you must have installed and activated the FunnelKit Automation free and pro version on your WordPress site.
Afterwards, you need an API key to integrate the FunnelKit Automations with Pabbly Connect.
We will show you how you can do that.
Navigate to FunnelKit Automation and then to the settings. And head over to the REST API section.
Click on the “Create Key” button.
Then, select read/write, user, and description. Then, hit the “Add” button.
You’ll get an API key. Copy it.
Move to the Pabbly Connect page and paste the API keys here. Add the connection name and the site where you have installed FunnelKit, and hit save.
After saving, you will get a form. You can also map the form with the lead’s information.
As you can see, the email and name are mapped, and the form details are already showing up as a dropdown.
Pick up the essential information that you need.
You can test whether the information generated from Facebook Ads is unique by clicking the marked button.
You can see a success message if the lead's unique information has never been fetched.
Or if a similar user is found, you can see the “already_exists” notification on the “Code” field.
You may wonder how you know the lead you are getting is from the Facebook LeadGen form.
In that case, you need to check out the next section.
Navigate to the FunnelKit Automation and then to the tag section. Then, create a tag and name it “Facebook lead.”
Now again, return to the Pabbly Connect page and find the “Tags” section.
Search for the tag you have recently created in FunnelKit Automation. You can find it right here. And then save it.
Again, generate a new lead from the Facebook Developer Lead Testing page.
Then, go back to the FunnelKit Automation contact page. The selected tag collects the lead’s information.
So, contacts under the tag will be separated and listed in FunnelKit Automation.
Now, go inside the contact’s profile, and you can customize it with more information and details as you require.
Congratulations! You have successfully connected and started generating leads from Facebook Ads into FunnelKit Automations CRM. The lead collection process is now streamlined, ensuring every prospect is efficiently captured and organized.
Next, we’ll nurture these leads by creating personalized follow-ups and engaging campaigns to turn them into satisfied, loyal customers. Stay tuned for tips and strategies to make the most of FunnelKit's powerful tools!
In this section, we’ll share how you can nurture your leads effectively using FunnelKit Automations.
For instance, imagine a scenario where you want to send your leads a personalized product recommendation email after a 5-day delay.
We’ll guide you through the steps to set this up and ensure your leads receive timely, relevant communications that drive engagement and conversions.
Let’s see how to do it with Funnelkit Automations:
First, navigate to the FunnelKit Automations page. And then create an automation.
Here, you’ll see different templates or recipes for creating various automations. For us, we’re creating the automation from “Scratch.”
Then, give a name for the automation. And hit the create button.
Select an event.
Select “Tag is Added” under the automations tab and hit Done.
Next, you need to configure the tag settings. Select the tag containing "Specific" and search for the tag with which you want to target that group.
In our case, we’re choosing the “Facebook leads” tag. Keep the settings as they are and hit save.
Now you need to add a delay.
Just click on the “+” icon and select delay.
Add a delay of some time. Here, we are adding a day delay. And hit save.
Similarly, create an action from the same page.
Select “Send Email” under the messaging tab. And hit on the done.
Now, you need to customize the email settings. Here, configure the subject line and preview text. Also, use merge tags by clicking on the {{..}} icon to personalize the messaging
It’s time to build the email template for your product recommendation email.
You can customize the layout, add images, and adjust colors and fonts to align with your brand. This ensures your email looks great and captures your audience’s attention effectively.
Select the visual builder and click on the “Edit” button.
Choose the template to create a welcome campaign for the Facebook leads. Here, we’re selecting the welcome-back template to create a welcome email.
Check the template’s pages and import them.
Here are the available widgets to customize the template.
You can customize the template depending on your brand’s colour and style.
Let’s start: Click on the logo to change or upload a new one.
After you add the logo, you can customize its settings on the left side.
Customize the heading
Click on the heading and customize it. You can use the merge tag here to personalize the heading. You can also stylize the heading with colour, font, size, margin, and padding.
Here, we have added a text thanking them for being a valuable customer.
Customize the product widget
Now, the main part. We want to recommend products to the customers. For that, we’re using the Product widget of FunnelKit Automations.
Drag-drop and customize it.
After you add the widget, you can see the configurations like columns and rows, styles and alignment.
You can differentiate the product display from a different layout. For example, we’re choosing “best-selling products.” Your store's best-selling products will automatically appear here.
After that, you can see the products are added automatically here.
Customize other items
You can add more widgets to make your template elegant and beautiful. For example, add a button to your store, a social icon, and text.
Now, you need to enable the automation.
After sending the email to your customers, here’s the preview.
You can nurture your customers in many ways and send product recommendation emails to your newly collected Facebook leads.
As a part of the lead nurturing process, FunnelKit Automations has diverse processes. For example, you can send a welcome email, offer exclusive coupons, discounts, or deals, or send your users an anniversary gift email.
For instance, it will help you to build more brand credibility and customer loyalty.
Let’s see how you can nurture your Facebook leads to FunnelKit to get some extra benefits.
Keep the event the same as “Tag is Added”.
Then select the tag from here and hit save.
Let’s reconfigure the condition again. Click on it.
Now, under WooCommerce, select “Has Made a Purchase.” And hit save.
Here, select yes. That means if any customers purchase anything from your store under the selected tag, they will receive an email from your store.
First, you need to connect Slack with your WordPress site via FunnelKit.
To do so, navigate to FunnelKit Automations and then the Connectors page.
Next, click on the connect button.
Slack will ask you to connect with a workplace. Choose a workplace and then hit the allow button.
After connecting, you will get the success message.
Now, navigate to the automation page and create an action. Here, choose “Send a message to a channel”. It means Slack’s message after adding new leads to the FunnelKit database.
Hit done.
Here is Slack’s workplace and the channel.
After connecting, you will find it here in the search box.
Choose your preferred channel and craft your message.
So whenever a lead is generated from Facebook to FunnelKit Automations, a welcome message will be sent to the selected Slack channel.
Here, you can see the contact is fetched on the “Completed” tab of the Automation’s workflow.
Here it is. The Slack channel greets the user with a welcome message. This is how you can send your leads to Slack using FunnelKit Automation.
With FunnelKit Automations, you can use two SMS gateways; BulkGate and Twilio.
We'll use Twilio to send SMS to the Facebook leads. But first, you need to connect Twilio with FunnelKit Automations.
To do so, navigate to the connectors page of FunnelKit Automations. And choose Twilio.
We have already connected Twilio with FunnelKit Automations. You can check this detailed documentation to connect Twilio with FunnelKit Automations.
Next, choose “Twilio” under the messaging tab.
Now select the contact phone tag from the merge tag. And craft a message.
You can also add images, products, and custom images, send a test message, and save it.
So whenever any lead is generated from Facebook, the associate person with the phone number will get a text SMS on their phone. Also, they will be listed on the contact’s completed tab.
Let’s send an email to the newly added Facebook leads.
Instead of simply educating users about your product, we’ll craft an email highlighting its most popular features and benefits. This approach will inform your audience and showcase how your product can solve their problems or improve their lives.
You’ll encourage engagement and drive conversions by emphasizing value and real-world benefits.
Let’s explore creating a compelling email that captures attention and inspires action.
Click on the plus icon and then action.
Customize the email with the subject email and a preview text.
Customize the template with the visual builder of FunnelKit Automations. Here, you can customize the logo, inner content, hero section, product description, images, and footer.
Here’s the final output of the email after sending it to the users.
This is how you can send a product education email to your Facebook leads using FunnelKit Automations. Or else, you can checkout the guide to learn how the WooCommerce email customizer works.
Let’s see how you can send exclusive discounts or coupons to your preferred customers using FunnelKit Automations.
First, create an action from the same page.
Then, under the WooCommerce tab, select the “Create Coupon” button and hit the “done” button.
Then, customize the coupon with a name, type, coupon code prefix and expiry date.
In the restrictions section, set the maximum and minimum amount, the purpose of using the coupons, and other stuff.
Set the limit of the coupon. And hit the save button.
Now, on the email customization page, you can add the coupon to your email using the drag-and-drop feature.
You’ve completed the coupon creation. Now, email it and use the coupon inside using the Coupon block.
Sending Facebook Ads leads to FunnelKit Automations CRM isn’t just smart—it’s incredibly convenient.
By automating the transfer of leads, you eliminate manual effort and ensure that every potential customer is promptly organized and nurtured.
Once inside FunnelKit, you can use its robust CRM tools to personalize follow-ups, deliver timely offers, and create meaningful connections with your leads.
This seamless integration saves time and enhances your ability to turn leads into satisfied, loyal customers.
Whether scaling your marketing efforts or looking to improve customer experience, FunnelKit Automations is the perfect solution to streamline your processes and achieve better results.
Start leveraging this powerful combination today and watch your business grow!
