Facebook integration allows you to connect one or more Facebook Pages to CrocoClick in order to:

• Automatically receive leads from Facebook Lead Ads forms

• Centralize exchanges (depending on your configuration)

• Trigger automations as soon as a lead arrives

Prerequisites

Facebook access required

To connect Facebook, you must use a Facebook account that has the correct permissions for:

• Facebook Pages

• Lead Ads forms

• Access to leads (permission to read leads)

You must be the admin of the Page (or have sufficient access to manage leads).

⚠️ If you have multiple Business Managers, connect the Facebook account that actually has access to the assets (Pages, forms, leads). Otherwise, you will see "nothing" or only part of it.

Prepare your fields

Recommended

If your Facebook forms contain custom questions, provide custom fields in CrocoClick to map the answers correctly.

Field types that are generally compatible:

• Text

• Long text

• Numeric

• Phone

• Monetary

• Single choice

• Date

Good practice: keep field names consistent. Renaming questions in Facebook can break an existing mapping.

Step 1: Connect Facebook

1. Go to Settings → Integrations

2. Open Facebook

3. Click Connect

4. Log in to the correct Facebook account

5. Accept the requested permissions

6. Select the Pages to connect (you can choose several)

Once validated, the integration status should appear as Connected.

Step 2: Activate and map the forms

Facebook Lead Ads

Once the Pages are connected, CrocoClick can retrieve the list of available forms.

Activate a form

1. In the Facebook management screen (in CrocoClick), locate the form to activate

2. Click on the play icon (or equivalent) to start activation and mapping

Map the fields

1. Click on Map fields

2. Associate each Facebook field (e.g., email, phone number, custom questions) with a CrocoClick field

3. Save

Pause a form

To stop collecting leads from a form:

• Use the pause icon (or disable the form from the management screen)

Step 3: Automate follow-up

CrocoClick automations

Simple recommendation:

• Trigger: Facebook form submitted (or "Facebook lead received" depending on the title)

• Actions: opportunity creation, assignment, SMS/email, internal notification, etc.

Add a filter by form name if you have several active forms to avoid mixing up the paths.

Manage connected Pages

Add a new Page

1. Go back to Settings → Integrations → Facebook

2. Add a Page via the management screen (if available)

3. Authorize and select the new Page

Remove a Page

Remove the Page from the Facebook management screen in CrocoClick (if the option is available), then verify that the linked forms are no longer active.

Disconnect Facebook

1. Go to Settings → Integrations

2. Open Facebook

3. Click Disconnect

⚠️ After disconnecting, leads will no longer be uploaded and related automations will no longer be triggered.

Troubleshooting

I can't see my Page or form

• Check that your Facebook account has access to the Page

• Verify that you have accepted all permissions when connecting

• Disconnect and then reconnect the integration, making sure you are using the correct Facebook account (and the correct Business Manager)

The mapping is incomplete

• Create the necessary custom fields in CrocoClick

• Return to the form and restart the mapping

A lead is not coming through

• Check that the form is active (not paused).

• Test by sending a lead from Facebook (if available)

• Check that the contact has arrived in CrocoClick (contact created, fields filled in, tags if applicable)