Manually Import Facebook Leads Into a Workflow
In Business Suite, you can export a file that contains the information that people submit through your Instant Form. You can also download this data from Ads Manager, request it through the API or access it through an integrated CRM system. We recommend that you download your leads data directly from Business Suite if you don’t have a CRM system integrated with Facebook.
Downloading leads data from Business Suite
1.Go to Business Suite.
2.Click More Tools from the menu.
3.Click Instant Forms.
4.Click Download next to the form with the leads you want to export.
5.Choose how you want to download your leads:
Click Download New Leads if you only want to export the leads that you’ve received since the last time you downloaded them.
Click Download by Date Range if you want to download all the leads you’ve received during a certain time period. After you select this option, choose the preferred date range and click Download.
6.A window appears with your form information. Click CSV to download the lead data in your preferred file type.
Note: You have 90 days from the time a lead submits their form to download their information. Leads expire after 90 days. We recommend that you export your lead data regularly.
When you download your file, if you don’t see an Ad ID or Ad Set ID field, it may be because:
The lead was generated via organic reach.
The lead was submitted via an ad preview.
You don’t have advertiser privileges on the ad account that created the lead ad campaign.
TROUBLESHOOTING YOUR FILE DOWNLOAD
If you can’t download your leads file:
Check with your Business Manager admin to see if they’ve customized access permissions in Leads Access Manager.
If they haven’t customized permissions, reach out to your Facebook Page admin to give you the correct access. Before customization, only Facebook Page admins can download leads.
If they’ve customized permissions, make sure they’ve given you the correct access. After customization, only people assigned access permission can download leads.
Importing the Leads Into your CRM
Navigate to Contacts and click the Import Contacts Bulk Action
Select your CSV file and click Next
Map the fields from your Facebook Lead Form to your CRM fields and click the Next button
On the Details tab, click the Advanced dropdown, add a tag for these leads (optional), toggle on “Add To Workflow/Campaign” and select the Workflow or Campaign to that you’d like to add the leads from the CSV to