Find the Facebook / Instagram card, the mapping link, and the three-dot menu, and know where your leads will land.
Where it lives
Four spots to know
Click Search at the top of your screen and type Integrations and open it. You can also find it in your menu, but menus can be renamed, so search is the sure way. Almost everything for Facebook leads starts on that screen.
Your control center
The Facebook / Instagram card shows a Connect button until you link a page. After you link one, it shows a Connected state, so you can see at a glance if leads are flowing.
Connect means nothing is linked yet
Connected means your page is linked
Facebook Form Field Mapping
Look at the very top of the Integrations screen. This link is where you tell your software which form question goes into which contact field.
Think of it as a translator
You set it up once per form
Card options
Click the three dots on the card. Look for options like Manage Pages, Troubleshoot, and Disconnect. Labels can vary, so read what you see on screen.
Manage Pages adds or removes pages
Troubleshoot helps when leads stop showing up
Do not click Disconnect unless you mean it
Where leads land
Every Facebook lead becomes a contact in your Contacts list, and you can see where each one came from.
Search for Contacts and open it
Look for the source information
After the lead lands
What you can do next
A lead in Contacts is only the start. These are the things you will build in later steps.
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Text them fast
A workflow can send a text the moment a lead arrives.
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Alert your team
Send a notification so someone knows a new lead is waiting.
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Add to a pipeline
Drop each lead into a pipeline stage so nothing gets lost.
Key terms
Definitions
Tap any term to expand it.
The built-in connection that sends Facebook and Instagram ad form fills into Contacts.
The screen you open by searching Integrations, where you connect outside tools, including Facebook.
The event that starts a workflow, like a new Facebook lead arriving.
The system that holds your contacts. In your software, that is Contacts.
Help me do it
Things To Do
Finish these before moving to the next lesson. They only take a few minutes.
0 of 3 done
β‘ Tips
You do not need Zapier or another connection tool for this. It is built in.
Menu labels on the three-dot menu can look different from what you see here, so go by your screen.
Only preview the workflow trigger today. Building it comes later.
If the card already says Connected, someone may have linked a page before you, so ask your team.
Check yourself
Quick Knowledge Check
Answer a few quick questions to lock in what you just learned. Miss one and we'll show you the right answer.
0 of 4 answered
How do you get to the Facebook / Instagram card?
What does a Connected state on the card tell you?
True or false: Facebook leads land in your Contacts list.
The link at the top of Integrations that matches form questions to contact fields is called Facebook Form ____ Mapping.
Help me apply it
Try This With Your Favorite AI
Copy a prompt below and paste it into ChatGPT, Claude, Gemini, or whatever AI tool you use. Fill in the bracketed details and it'll help you write your own version for your business.
π Plan my tour notes
You are a patient software trainer helping me make a one-page cheat sheet for the Facebook integration screen.
My context:
- [my business type]
- [who on my team will use this]
- [whether my card says Connect or Connected]
Give me:
- A short list of the spots I need to find
- A one-line job for each spot
- A checklist I can follow in my account
Use plain words and keep it under 150 words.
Finish by asking me: "Which spot on the screen am I least sure about?"
π Explain it to my team
You are a clear writer helping me explain where Facebook leads will land in my software.
My context:
- [my business]
- [my team's names or roles]
- [what I want them to do when a lead arrives]
Give me:
- A three-sentence explanation for my team
- Where to look in Contacts for a new lead
- One thing to avoid clicking
Write it at an 8th grade reading level.
Finish by asking me: "What question will my team most likely ask me?"
You now know where everything lives. Search for Integrations in your own account and find that card before the next step.
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You did it!
You made it through every question. That's the lesson, locked in.