How To Integrate Your Facebook Account in CoachWorks Marketing

What you will need

•  Facebook Account

Step 1: Navigate to Settings > Integration > Facebook > Connect. 

• Follow the steps that pop up to allow Facebook permissions/access to connect your Facebook account.

Note: You will only need to connect the credentials once, makes sure to allow all permissions and all pages during the request process.

• Allow access

• Allow all pages is defaulted and is recommended

Step 2: Once the Facebook account has been connected, you'll want to review your Facebook Lead Ads Forms.

• Navigate to Settings > Integrations > Facebook Form Fields Mapping.

NOTE: Since this is a Demo Account we haven’t integrated any Facebook accounts so there is no actual data here. You can see the details of your Facebook Ad Leads forms under “Facebook Form Fields Mapping”, you can ‘Map your Fields’ there, then click ‘Update’ to Save. (Check out our Mapping Facebook Form Fields article for more details.) 

Step 3: Now that Facebook is integrated, you can set up direct form Facebook Triggers for when a lead form is submitted in Workflows.

NOTE: If/When a Facebook page connection breaks, The Admin will receive an email with the sub-account details where the Facebook page connection has expired.