Facebook Integration and Lead Management

Modified on Thu, 25 Jun at 10:27 AM

Connect Facebook to capture, track, and nurture leads from your ad campaigns automatically.

What this covers

Integrating Facebook with TheraSaaS streamlines how you capture and manage leads from your Facebook ads. This guide walks you through connecting the two platforms and setting up the lead management process — so leads from your campaigns are tracked and followed up efficiently.

Setup steps

Part 1Connect the integration

1Access integration settings
Navigate to your TheraSaaS Settings, then go to the Integrations section.
2Connect to Facebook
Make sure you're logged into your Facebook account, then click Connect. After selecting your desired pages and permissions, finalize the connection.

Important
Choose Edit Settings instead of Continue so you can select the specific pages you want to integrate, rather than granting access to all of them.
3Verify the integration
The integration may not show immediately. Refresh your page to see the updated status.

Part 2Manage Facebook leads

4Map your form fields
Find your forms under Facebook Form Fields Mapping. Ensure the mapping is set up correctly so TheraSaaS fields match the fields on your Facebook form.
5Set up automation
Create a new trigger for when the Facebook form is submitted, then configure the actions to:
- - Update opportunities.
- - Add a contact tag.
- - Include the lead in a nurturing campaign.
6Set up notifications and follow-up
Add an action to send SMS or email notifications to the account owner or a specified number/email. Use custom values to personalize the notification content.

Best practice

Regularly verify the integration, keep your form field mapping accurate, and configure triggers and notifications so new leads are captured and followed up without manual effort.

Watch out for

If leads aren't coming through, check that the form fields are mapped correctly and that the connection covers the right Facebook page. A refresh often resolves a status that hasn't updated yet.