▼ This feature is available for the Headquarters user access roles only
View User account types for more info
MHub CRM's Facebook integration works seamlessly using the available Facebook API from Facebook. When you connect your Facebook account, you are able to:
- Automate lead generation from your Facebook form to MHub CRM
- View ads from your Facebook campaigns (insights)
MHub CRM will take all your connected leads and ads into account, adding them up to an overall sum so you are able to see the performance of your MHub campaign in the campaign listing section and Marketing reports section.
Automate lead generation
To automate lead generation, authorise the relevant Facebook admin account for the Facebook Page where you have the forms already set up.
Before authorisation, make sure that the Facebook user has all the necessary permissions:
- Business settings are set up correctly
- Page admin access: Facebook user is an Admin role and has Full control at Users > People
(https://business.facebook.com/settings/people) - Business manager leads access: Facebook user is assigned at Integrations > Leads Access > Customise Access* > People* > Assign People
(https://business.facebook.com/settings/leads-accesses)
* if first-time setup - You will see MHub Lead under Integrations > Leads Access > Customise Access > CRM > Assign CRMs, after authorisation is successful
(https://business.facebook.com/settings/leads-accesses)
- Page admin access: Facebook user is an Admin role and has Full control at Users > People
- For Classic Page, Facebook user is an Admin or Editor in the Page roles section in the Page Settings (facebook.com/yourpage/settings)
- Click the Campaigns icon on the side menu bar
- Click the Campaign settings option at the secondary navigation bar on the left
- Click Authorise
- Login to your Facebook account
- Select the page or pages that you want to connect
- Give our app all permissions (this is important to ensure there will be no errors)
- Click the Campaigns icon on the side menu bar
- Click on any campaign in the list
- Click on the New channel > Facebook form button on the right-hand side at the forms section
- Select a page and form
- Click next
- Map Facebook form fields to MHub Lead fields
- Click link
All leads will be added from any linked forms. To view, head to the leads section. To unlink, click on the more options ellipsis on the right side of the form card and select unlink.
Link Facebook campaigns
To view ads from your Facebook campaigns, you will need to add them as a channel on the campaign page.
- Click the Campaigns icon on the side menu bar
- Click on any campaign in the list
- Click on the New channel > Facebook Ad insights button on the right-hand side at the channels section
- Select the campaign you would like to link (the options you see are taken from Facebook)
- Click link
All linked ads will show
- Facebook Campaign name
- Schedule
- Reach
- Post engagement
- Budget
- Actual spent
To unlink, click on the more options ellipsis on the far right of the row and select unlink.
Why is my Facebook form’s channel status is showing Inactive?
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Possible causes |
Recommended resolutions |
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Most likely: Received submission with invalid data format (eg. auto-generated test lead sent from Facebook Lead Ads Testing Tool) |
Delete the invalid submission and wait for submission with a valid data format. Or, go to the Lead Ads Testing Tool, click on Preview form and submit the form manually |
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The Facebook user’s Leads access has been removed |
Make sure the Facebook user has all necessary permissions (more info here) |
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The previous page access token has expired or is unauthorised |
Please re-authorise again |
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Facebook forms not setup/connected to MHub Lead (MHub CRM’s Facebook developer app name) |
You can validate your CRM setup in Facebook here. If “MHub Lead” is not showing as Connected here, check the permissions of the Facebook user and try re-authorise again |
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The previously linked Facebook form has been archived |
Reactivate the Facebook form on Facebook |