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Facebook Lead Form Integration and Field Mapping

Grace from Ivorey™ avatar
Written by Grace from Ivorey™
Updated over 2 weeks ago

Before You Dive In

To sync Facebook leads into Ivorey™, your Facebook forms must be integrated and the form fields must be mapped correctly. If your fields aren’t mapped, or are mapped incorrectly, new leads won’t appear in your Ivorey™ account.

This guide is perfect, if you want to:

  • Integrate your Facebook forms with Ivorey™

  • Map both standard and custom form fields

  • Test your setup to ensure data is syncing correctly

Why is it important to map Facebook lead ad form fields?


Mapping your Facebook form fields correctly ensures that the information captured through your Facebook lead ads is accurately merged into Ivorey™. Proper mapping allows for seamless data integration, reducing errors and ensuring that lead details are stored in the correct fields within your CRM.

What happens if I don’t map a field at all?


Any unmapped fields will not be imported into Ivorey™. This means you could lose valuable lead data. Always review and confirm your mappings for every form.

Prerequisite: Ensure you have already created your instant forms inside your ads campaign on Facebook.


Step 1: Integrate Your Facebook Page and Forms

Before mapping your fields, make sure your Facebook Page and lead forms are already connected to your Ivorey™ account.

Click here for the written steps

  1. From the Ivorey™ main menu, go to [Settings] > [Integrations] > and click the [Connect] button on the Facebook integration option

  2. Make sure to allow all necessary permissions when prompted and select the Facebook pages you want to connect

  3. Confirm your Facebook lead forms are visible and synced


Step 2: Map Your Facebook Form Fields

After your Facebook account and lead forms are connected, you’ll be able to access the field mapping area. This is where you’ll match each Facebook form field to the corresponding contact field in Ivorey™ - ensuring that every new lead becomes a contact in your CRM as soon as the form is submitted on Meta.

Note: If your Facebook form includes custom fields, be sure to create matching custom fields in Ivorey™ before starting the mapping process.

Click here for the written steps

  1. From the Ivorey™ main menu, go to [Settings] > [Integrations] > and click the [Facebook Form Fields Mapping] tab at the top of the page

  2. Click the [Map Fields] button next to the form you wish to configure

  3. Review the Facebook form fields shown on the left, and select the corresponding Ivorey™ field from the drop-downs on the right > then click the [Confirm] button once complete

Note: By default, Ivorey™ is smart enough to automatically map some fields, like “First Name” for example. However, if you have custom fields or some fields are not recognised (e.g. if your Facebook field for email address is “E-Addy”) these may need to be selected manually.

Tips for Efficient Facebook Lead Form Field Mapping

  • Pre-Map Fields for New Campaigns:
    Always map your fields ahead of time for new forms to avoid issues with data syncing and to ensure leads are captured correctly.

  • Double-Check Custom Fields:
    Before mapping, verify that all custom fields are created in your system. This ensures smooth data integration and prevents mismatched information.

  • Use Predefined Templates:
    For recurring Facebook lead forms, create templates for field mapping to save time and ensure consistency across campaigns.

  • Regularly Review Field Mappings:
    Periodically review your Facebook form field mappings to ensure they stay up to date with any changes or additions to your Facebook forms.


Step 3: Test Your Form Integration and Field Mapping

Complete a test form submission to ensure that your forms are connected, your leads are being captured in the CRM, and everything it working correctly.

Click here for the written steps

  1. From the Ivorey™ main menu, go to [Contacts], and see if a matching contact has been created in the CRM

  2. Open the contact profile, and confirm all mapped fields appear correctly inside


Troubleshooting

If a contact was not created in Ivorey, after form submission

  1. Confirm that you have integrated the correct Facebook page, that you are definitely running ads from the ad account connected to that page, and that you have admin/advertiser access.

  2. Ensure the instant form used in your campaign is correct, and has been setup following the steps above, and that the ad is definitely published and collecting leads.

  3. Ensure that the form Status is toggled ON, inside the Facebook Form Fields Mapping area inside Ivorey™.

  4. From Facebook business manager, go to [Business Settings] > [Accounts] > [Pages] > [Select your page] > find the Leads Access / Leads Setup tab:

    1. Ensure you are added under People

    2. Ensure LeadConnector is added under CRM/Integrations, and that is has permissions to manage ads, access leads, pages etc.

  5. Open the Facebook Lead Ads Testing Tool > select your Page and the exact form used in your ad > click [Create Test Lead] > click [Track Status] (or View Responses):

    1. You should see a 200 success for the app that receives leads

    2. Confirm the App Name/ID listed is LeadConnector / Ivorey

    3. If you see 4xx/5xx errors or the app isn’t listed, your app access is wrong → revisit Steps 2, 3 and 4 above

    4. Re-test as needed. If the tool says “test lead already exists,” use Delete Test Lead (in the tool) and create a fresh one

If a contact was created in Ivorey, but the fields are not filled in correctly

  1. Repeat Step 2 in the guide, and ensure that you have selected the correct fields from the drop-downs on the right.

  2. If you have custom fields in your Facebook form, ensure these have also been created inside Ivorey™.

  3. After any changes, repeat Step 3 in the guide to test.


Need Help?

Hit the support chat widget inside Ivorey™ - we can:

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

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