Advice and answers from the Callyzer Team

FB & Insta Lead Capture Connector Integration with Callyzer

Overview:

This document will help you with steps to setup & configure FB & Insta Lead Capture connector in Callyzer. With this connector you can connect Callyzer to Facebook and Instagram effortlessly and automatically import leads from Facebook and Instragram advertise / campaign forms directly into Callyzer and these leads will then be available in the Leads module of Callyzer.

Pre-requisites:

• You need to have a running advertisement / campaign form in Facebook in order to capture the data that people fill in the form when they see your advertisement / campaign.
• While creating a Facebook advertisement / campaign form you need to have at least 2 mandatory fields:
  • Name of the lead.
  • Phone number / Mobile number of the lead.
• The data is automatically imported into the Leads module of Callyzer so you need to subscribe to the Lead module subscription plan of Callyzer.

How to activate the connector:

• Navigate to the Connectors menu.
• Select FB & Insta Lead Capture.
• Click Try for 15 Days.
• On the purchase summary screen, click Activate Trial.

NOTE: If you have already done a free trial of this connector previously you will not be able to try it for free again.

How to configure the connector:

• Navigate to Connectors menu and click Configure for FB & Insta Lead Capture.
• Click Login to Facebook:
  • Log in to the account with the active ad campaign.
  • If previously linked, choose to continue with prior settings.
• Click Edit Settings to select the Facebook pages to connect, then click Next.
• Set all options to YES (Callyzer may not work properly if all options are not turned on) and click Done.
• Click OK to confirm.

You’ve successfully configured FB & Insta Lead capture with Callyzer! 

How to setup lead assignment:

• Select the desired Facebook page & form.
• Select appropriate lead assignment options as your requirement.
• Map Facebook fields to Callyzer Leads module fields. 
• Click Save to complete setup.
• You’ll see a summary of the configured Facebook pages and forms. 
• You can edit or remove these settings as needed.

Now, any submissions to your Facebook form will be captured in Callyzer, visible in the Leads → My Leads.

How to test the connector:

• Open Facebook Developers.
• Navigate to Resources → Developer tools.
• Select Lead Ads RTU Debug Tool.
• Choose the appropriate Facebook page and form.
• Click Preview Form, fill in the details, and click Continue → Submit.
• Return to Callyzer:
  • Navigate to Connectors → FB & Insta Lead Capture → Configure.
  • Check Logs to confirm the lead was captured.
  • Also, check Leads → My Leads to see the new lead.

How to check the Logs:

• Navigate to Connectors → FB & Insta Lead Capture → Configure.
• Go to Logs.
• View the log of all data received from Facebook/Insta, including date-wise status, results, lead information, and requests for each lead.

Note : For additional assistance or troubleshooting, please contact your relationship manager.