Overview
Keap, formerly known as Infusionsoft, is a robust customer relationship management (CRM) platform that offers a suite of features tailored to small businesses and digital marketers. By automating tasks such as lead capture, follow-up, and email marketing, Keap helps businesses streamline operations and enhance customer engagement.
For businesses utilizing Facebook advertising, the challenge often lies in capturing and nurturing leads effectively. This is where LeadSync comes into play. LeadSync bridges the gap between Facebook’s powerful lead generation capabilities and Keap’s sophisticated CRM tools. By connecting Facebook leads directly to Keap via LeadSync, businesses can ensure that no lead is left behind. This integration allows for real-time lead synchronization, enabling immediate follow-up actions and personalized engagement strategies.
Keap uses contact triggers to automate actions based on events related to contacts, such as creating or updating contacts, applying tags to contacts, and sending emails.
The benefits of using Keap in conjunction with LeadSync are substantial. Business owners and digital marketers can leverage Keap’s advanced segmentation and automation features to deliver targeted messages, ultimately leading to higher conversion rates and enhanced customer relationships. Moreover, this setup minimizes manual data entry and errors, allowing teams to focus more on strategic activities rather than administrative tasks.
New contact triggers can initiate workflows or actions within the system, further enhancing automation and efficiency.
By integrating Facebook leads with Keap through LeadSync, businesses not only save time but also enhance their ability to scale and adapt in an ever-evolving digital environment.
How to Send Facebook & Instagram Leads to Keap
Adding Keap as a Connection in LeadSync
Login to LeadSync and go to the Connections and click “Add Connection”.
Select InfusionSoft from the Connections dropdown menu. You’ll be prompted to log in to your Keap account. Once you’ve logged into Keap, approve the application access request.
You can set up new lead triggers in Keap to automate actions, such as sending notifications or applying tags when a new lead is added.
Creating a new task in Keap can initiate specific workflows or actions within the integration platform.
Adding your Facebook form to LeadSync
Go to the Lead Forms section, click “Add Facebook Lead Form”.
Now you can setup the connection between your Facebook Lead form and Keap by selecting your Facebook Page, the Facebook form you’re using in your ad campaign and the Keap Connection you set up in the steps above.
Click the Update Notification button and you’re done!
We always recommend you test new connections. To test your Facebook lead form connection check out our How to send a test Facebook lead guide.
What is LeadSync and what else can it be used for?
LeadSync is a powerful tool designed to enhance the efficiency and effectiveness of lead management for digital marketers and business owners. Beyond its primary function of connecting Facebook lead ads to various CRM systems like Keap, LeadSync offers a range of versatile applications that cater to different marketing needs and platforms. Here’s a deeper dive into the additional capabilities and uses of LeadSync that can help businesses streamline their lead management processes and maximize their marketing efforts.
Multi-Platform Integration
LeadSync is not limited to Facebook alone; it supports integration with other popular advertising platforms like LinkedIn and Instagram. This allows businesses to centralize their lead management across multiple social media channels. By consolidating leads from various platforms into one CRM system, businesses can maintain a unified strategy for lead nurturing and ensure that no potential customer slips through the cracks.
Real-Time Email Notifications
One of the standout features of LeadSync is its ability to send real-time email notifications whenever a new lead is captured. This immediacy ensures that sales teams can respond promptly to potential customers, significantly improving the chances of conversion. Immediate follow-up is crucial in today’s competitive market, where consumers expect quick and personalized responses.
We send between 80,000 to 100,000 lead notifications each month with a 99% delivery success rate.
Custom Field Mapping
LeadSync offers custom field mapping capabilities, which are essential for businesses that collect specific information from their leads. Custom field mapping allows users to align the data received from lead ads with the corresponding fields in their CRM system. This feature not only saves time by reducing manual data entry but also enhances data accuracy and allows for more targeted marketing strategies based on detailed lead profiles.
SMS Integration
For businesses that emphasize mobile marketing, LeadSync provides SMS integration features. This functionality enables companies to add leads to SMS marketing campaigns directly from Facebook and other supported platforms. Engaging customers through SMS can be highly effective, particularly for time-sensitive offers and updates, offering a more direct and personal touch compared to email.
Analytics and Reporting
Understanding the effectiveness of lead generation campaigns is vital for continuous improvement. LeadSync includes analytics tools that help track the performance of connected lead ad campaigns. By analyzing metrics such as conversion rates and cost per lead, businesses can make informed decisions about their advertising strategies and budget allocation.
List Building and Audience Segmentation
LeadSync can also be used for building segmented email lists directly from lead ads. This allows marketers to create more tailored email campaigns that cater to the specific interests and needs of different audience segments. Effective segmentation can lead to higher engagement rates, increased customer satisfaction, and ultimately, better conversion rates.
Compatibility with Multiple CRMs and Email Marketing Platforms
Apart from Keap, LeadSync supports a wide range of other CRM systems and email marketing platforms, including Salesforce, HubSpot, Mailchimp, and GetResponse. This versatility makes it an invaluable tool for businesses that use multiple systems or those looking to switch CRMs without disrupting their lead management processes.
LeadSync offers a comprehensive suite of features that extend well beyond simple lead synchronization. Its capabilities in real-time notifications, multi-platform support, custom field mapping, SMS integration, and detailed analytics make it a robust tool for any digital marketer aiming to optimize their lead management and nurturing strategies. Whether a business is looking to enhance its responsiveness to leads, streamline data management, or improve its marketing ROI, LeadSync provides the tools necessary to achieve these goals efficiently.
Frequently Asked Questions
What is LeadSync and how does it work with Facebook and Keap?
LeadSync is a tool that connects your Facebook lead ad campaigns directly to your Keap CRM. It captures leads generated from Facebook in real-time and automatically syncs them into Keap, allowing for immediate engagement and follow-up. When a new lead is created, it can trigger automated actions such as sending email alerts, assigning leads to specific team members, or integrating with other services for follow-up and lead management.
Additionally, LeadSync allows you to manage your contacts efficiently. You can tag an existing contact with specific tags in Keap, making it easier to segment and target your audience effectively.
Why should I integrate Facebook lead ads with Keap?
Integrating Facebook leads with Keap allows you to automate the lead nurturing process, reduce manual data entry, and ensure that every lead is immediately engaged with personalized follow-ups, increasing the likelihood of conversion. Lead triggers can automate actions based on specific lead events, such as when a new lead is created or edited.
By connecting Facebook leads to Keap, you can streamline your workflow and ensure that no lead falls through the cracks. The creation of a new contact can initiate workflows in Keap, allowing for timely and relevant follow-ups.
Is the integration between Facebook, LeadSync, and Keap difficult to set up?
Setting up the integration is straightforward. Once you have your accounts on both platforms, LeadSync provides a simple interface to link your Facebook lead ads to your Keap CRM with just a few clicks.
Can I customize how new lead triggers are handled once they are in Keap?
Yes, once leads are in Keap, you can use its robust automation tools to create custom workflows that suit your specific business needs, such as different follow-up emails based on the lead’s interests or behaviors.
What kind of data can I transfer from Facebook to Keap through LeadSync?
You can transfer any data collected from your Facebook lead forms, including name, email, phone number, and any other information that you’ve chosen to request in your lead ads.
Is LeadSync secure?
Yes, LeadSync prioritizes data security. It uses industry-standard security measures to ensure that all data transferred between Facebook, LeadSync, and Keap is protected.
Who should consider using this integration?
This integration is ideal for small to medium-sized business owners, digital marketers, and anyone who uses Facebook lead ads to generate leads and wishes to automate the process of nurturing these leads through Keap’s CRM capabilities.
