Agile CRM

Agile CRM

Agile CRM is an easy, powerful and affordable Customer Relationship Management (CRM) software with sales and marketing automation for small businesses. With LeadsConnector you can easily sync your Agile CRM lists and subscription from facebook lead ads.


How to Sync Agile CRM with facebook lead ads
See how easy it is to integrate fb lead ads with your Agile CRM account

Following are steps 

  1. If you do not have Lead Ad in Facebook you will need to set one up. Please note that only new Facebook leads will be added to your Agile CRM list.

  2. To ensure you collect the most useful information from leads and don't miss out on data, please make sure the fields included in your Lead Ad form match the fields in your Agile CRM list. Information entered in fields that do not match will not be transferred.

  3. In the Leads Connector menu , press on "Login". You will be asked to sign in with your Facebook credentials.

  4. Once you are signed in your Sync list will open, displaying all the integrations you have defined.

    If this is your first time logging in, or you have not created any integration sync yet - this list will be empty and the "Add Sync" window will open automatically for you.

    This is how a Sync list looks:
    This is the “Add Sync” window

  5. Add Sync: window contains a 4 step wizard to create a sync.

    First step: Page

    Open the choose page listbox to choose a Facebook Page

    press on "continue"

    Second step: Form

    Open the choose form listbox to choose one of the forms belonging to this page.

    press on "continue"

    Third step: Destination

    Open the choose destination listbox and choose the integration: Agile CRM.

    press on "continue"


    Fourth step: Settings

    Click on the button to authenticate with Agile CRM.


  6. Press on "Finish"
  7. Your new Sync will be added at the bottom of the list.


    Test your Sync Integration 

    Now that the integration is set up you need to test it, to make sure your integration is ready to use.
    Facebook provides a "Lead Ads Testing Tool" especially for this, so simply use it to create a test lead and make sure the data is received correctly.
    Read more about how to test your CRM sync integration.


The easiest way to Sync Agile CRM with facebook lead ads (fb leads ads): Automate your sales, marketing, and service in one platform.

Other Available integrations:

SendinBlue

SendinBlue

Email Marketing solution for sending Newsletters, Bulk Emails, Transactional Emails (SMTP), etc.

Follow Up Boss

Follow Up Boss

assign your leads directly to your agents based on the rules and flow

Campaign Monitor

Campaign Monitor

Powerful email marketing and automation. We offer easy-to-use tools to help drive real, bottom line, business results.

pipedrive

pipedrive

pipedrive is an easy to use sales CRM

ConvertKit

ConvertKit

Get the automations and email marketing tools you need to grow your blog and business.

Customer.io

Customer.io

Automate customer lifecycle emails and campaigns.

ActiveCampaign

ActiveCampaign

Integrated email marketing, marketing automation, and small business CRM.

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