Fixing Issues with Lead Ad Integrations

Modified on Wed, 4 Sep at 3:23 PM

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.