Lead Sync
Facebook Lead Sync automatically imports leads submitted through your Facebook Lead Ads into Frappe CRM. Once configured, new leads are synchronized in the background, eliminating the need to manually export and import lead data.
You can map Facebook form fields to CRM Lead fields, schedule automatic synchronization, manually trigger syncs, and retry failed imports whenever necessary.
Prerequisites
- At least one Facebook Page.
- A Facebook Lead Generation Form.
- A valid Meta Access Token.
You can generate an access token by following Meta’s Facebook Login documentation.
Beta Feature
Facebook Lead Sync is currently in beta. If you encounter unexpected behavior, consider reporting it through the Frappe CRM GitHub repository.
Create a Lead Sync Source
To connect Facebook with Frappe CRM:
- Open Settings from the CRM sidebar.
- Select the Lead Syncing tab.
- Click + New.
This creates a new synchronization source for importing Facebook leads.
Configure the Facebook Source
Provide the required connection details:
- Select Facebook as the source type.
- Enter a descriptive source name.
- Select the synchronization frequency.
- Paste your Meta Access Token.
- Click Create.
After the source is created, Frappe CRM retrieves the available Facebook Pages and Lead Forms associated with your account.
Automatic Discovery
The initial setup may take a few seconds while CRM fetches your Facebook Pages and Lead Forms.
Select the Facebook Page and Form
After the available resources are loaded:
- Select the Facebook Page.
- Select the Lead Generation Form associated with that page.
Once a form is selected, the field mapping interface becomes available.
Map Facebook Fields to CRM Fields
The mapping table allows you to connect fields from your Facebook Lead Form to corresponding fields in the CRM Lead document.
For example:
- Full Name → Lead Name
- Email → Email
- Phone Number → Mobile Number
- Company → Organization
Frappe CRM also automatically stores:
- Facebook Lead ID
- Facebook Form ID
These values help identify synchronized leads and prevent duplicate imports.
After completing the field mapping, click Update to save the configuration.
Tip
Map every required CRM field carefully to ensure leads are created with complete and accurate information.
Automatic Synchronization
After setup is complete, Frappe CRM automatically imports new Facebook leads according to the synchronization frequency you selected.
No manual import is required unless you want to trigger a sync immediately.
Sync Leads Manually
To import the latest leads immediately:
- Open the Lead Sync Source.
- Click Sync Now.
CRM immediately contacts Facebook and imports any new leads that have not yet been synchronized.
Failure Logs
If a lead cannot be imported, Frappe CRM records the failure in the Failure Logs tab.
Each log includes useful troubleshooting information such as:
- Failure reason (for example, duplicate lead).
- Lead data received from Facebook.
- Error traceback when available.
Troubleshooting
Failure logs make it easier to identify mapping issues, duplicate records, permission problems, or invalid data received from Facebook.
Retry Failed Synchronization
If a synchronization fails:
- Open the Failure Logs tab.
- Select the failed record.
- Click Retry Sync.
Frappe CRM attempts to import the lead again using the latest configuration.
Note
If a retry also fails, a new failure log is created so you can continue troubleshooting without losing the previous error details.
Best Practices
- Verify your Meta Access Token before configuring the source.
- Test your token using Meta’s Graph API Explorer before saving it.
- Review field mappings whenever your Facebook Lead Form changes.
- Monitor Failure Logs regularly to ensure leads are syncing successfully.
- Use Sync Now after creating a new campaign to verify your configuration.
