Quick Answer
How do you connect Facebook to BizStackPro?
Go to Settings → Integrations → Facebook, click Connect, and approve the requested permissions and Pages. Next, map the Facebook Lead Form fields to the corresponding BizStackPro contact fields and create a workflow triggered by a Facebook form submission.
Why Connect Facebook
Connecting Facebook allows leads from Facebook Lead Ads to enter BizStackPro without repeatedly downloading and importing them manually.
Field mapping controls where answers from the Facebook Lead Form are stored in the BizStackPro contact record.
Once the lead information is syncing correctly, a workflow can apply tags, create an opportunity, assign a user, send a message, notify a team member, and perform other follow-up actions.
Connect, map, and then automate
Complete the Facebook account connection first. Map the Lead Form fields second, and then create the workflow that processes each new submission.
Facebook Integration at a Glance
Before You Begin
Confirm the Facebook account, Page permissions, Lead Form, and BizStackPro fields needed for the integration.
- Sign in to the Facebook account that manages the required Page.
- Confirm that the Facebook user has the required Page access.
- Identify every Facebook Page that BizStackPro should access.
- Identify the Facebook Lead Form you want to connect.
- Review the questions and fields used by the Lead Form.
- Identify the corresponding BizStackPro contact fields.
- Decide which follow-up actions should occur after a submission.
Connect the Facebook Account
Authorize the Facebook connection and select the Pages BizStackPro should be able to access.
Open Integrations
In BizStackPro, go to Settings → Integrations → Facebook.
Start the Connection
Click Connect.
Sign In to Facebook
Follow the prompts and sign in with the Facebook account that manages the Pages you want to use.
Approve the Permissions
Approve all requested permissions required by the integration. Missing permissions can prevent Pages, fields, or leads from appearing correctly.
Select the Facebook Pages
Select each Page you want BizStackPro to access and complete the authorization process.
Disconnecting the account
If you need to disconnect Facebook later, open the three-dot menu for the connection and select Disconnect.
Map Facebook Lead Form Fields
Match each question from the Facebook Lead Form with the correct field in the BizStackPro contact record.
Open Facebook Form Fields Mapping
Go to Settings → Integrations → Facebook Form Fields Mapping.
Select the Lead Form
Choose the Facebook Lead Form you want to configure.
Match the Fields
Map each Facebook form field to the appropriate BizStackPro field.
Save the Mapping
Click Update to save the field mapping.
Look for unmapped-form warnings
An unmapped form may display a warning icon with a shortcut to the Facebook Form Fields Mapping area.
Automate Lead Follow-Up with Workflows
Create a workflow that begins when a connected Facebook Lead Form is submitted.
Open Workflows
Go to Automation → Workflows and create a new workflow.
Select the Facebook Trigger
Choose the Facebook form submission trigger or its available equivalent.
Add the Follow-Up Actions
Add the actions required by your process. These may include:
- Applying a tag to the contact
- Creating an opportunity
- Assigning a user
- Sending an SMS or email message
- Sending an internal notification
Save and Test the Workflow
Save the workflow and submit a controlled test through the connected Facebook form. Confirm that the contact information is stored correctly and the expected actions run.
Troubleshooting the Facebook Integration
Frequently Asked Questions
How do I connect my Facebook account to BizStackPro?
What happens if my Facebook Page connection expires?
How do I map my Facebook Lead Form fields?
Can I automate actions from Facebook Lead Form submissions?
Continue Learning
Continue learning how to manage Facebook permissions, Lead Form fields, and connected lead workflows with these related Help Center guides.
