Front Desk, a service developed by Propertybase, allows you to automatically capture leads from Facebook (among other sources.) This is made possible through an integration with the Facebook Lead Ads platform. In the article below, we'll review the steps required to start receiving leads from this third-party integration. Please ensure you have enabled Front Desk before you connect your Facebook lead ads.
Note: Propertybase Classic customers must enable webservices before configuring this integration.
Using Facebook Leads
Once your integration is up and running (see "Initial Setup" and "Grant Access" tabs on this page), all Facebook Leads will automatically appear in your Propertybase account. You can view these leads by filtering by "Lead Source" of "Facebook". Use the links below to learn more about Facebook Lead Ads.
Here is an example of the data that can come over. If you have custom fields that you have created, you will let us know what field do you want us to map it to in your Org.
"facebook_page_name": "Residential Page",
"facebook_form_name": "Form Name",
"facebook_ad_name": "Ad Name",
"faceboog_adset_name": "Ad Set Name",
"facebook_campaign_name": "Campaign Name",
First, you must authorize Propertybase to receive leads from the Facebook Lead Ads platform.
- Log into your Facebook account.
Attention: You MUST be the actual business account admin/owner to set this up! Make sure you use an account with admin rights to the page you want to capture leads from, so you are the admin of the business account and not only granted permission to work in it!
- Once logged in, open this page in a new tab.
- Click Login with Facebook in the middle of the screen.
- On the next two screens, authorize Propertybase Leads to access your Facebook account.
- Once authorized, use the picklists to select the following: the Facebook page that will be used for capturing leads, default contact email address and add your Propertybase ORG ID. (Click here for instructions on locating Propertybase ORG ID.)
Note: if you don't provide your ORG ID here, you will have to reach out to Propertybase Support to connect your sign-up after you are done with both setup steps. This will prolong the setup process.
- Once you have made your choices, click Subscribe.
Once you click Subscribe, the Propertybase Support Team will be notified and begin connecting your Facebook Email Address and your Facebook Page ID, if you missed providing your ORG ID during the steps above. This might take a moment. Either way, please continue with the next step.
Please complete the steps outlined in the "Setup #2: Grant Access" tab at the top of this page.
Grant Access in Facebook
Follow the steps below to grant Propertybase access to your Facebook Business account.
- Open Facebook Business Manager. (Click here to access.)
- Select Integrations on the left side of the screen, then click Leads Access.
- Next, select the appropriate page.
- Click on CRMs.
- In the list of CRMs, check the box next to Propertybase Leads.
- With Propertybase Leads checked, click the Assign Access button.
Done! You should now begin receiving Facebook Leads in Propertybase.
My Facebook Sign-up is completed, but nothing is coming through?
Please review if you followed the entire instructions above. If you missed to activate Front Desk in your Control Center prior to doing the Facebook Sign-up, the connection will not work. You must complete that step first! Then, once done all steps, you can use the Facebook Lead Ad Test to send through a test lead. If all is correct, it will appear in your ORG. If not, you can send time/date and source to firstname.lastname@example.org and ask whether we can see the test lead at that time. We may see other causes that stopped it from being added to your ORG. If we don't see it the sign-up did not work and you need to do it again.
If it did work and you can finally also see it in your ORG, ask for a lead payload once an actual lead comes through. It will allow you to capture hidden form data and custom questions (see example payload at beginning of article)
Using other languages than English
If you want to use Lead Ad Forms in another language than English (Italian, Spanish, Russian, French and so on), you must adjust the API field names of the Facebook form fields to be in English in order to capture first and last name, phone number and Email. How this is done:
Supported are the following API field names
full_name or first_name and last_name -> automatically goes to contact.FirstName and contact.LastName
email -> automatically goes to contact.Email field in your ORG
phone_number -> automatically goes to contact.Phone field in your ORG
Note: there is no mapping for "Mobile Phone" or any other form fields you add to a Facebook form. They will need to be mapped by Propertybase Support for you. In those cases, please reach out to email@example.com and request to have custom fields of a Facebook form mapped to your ORG's fields. We will provide you with what we can see in the backend and ask you to provide us with the fields to map the information to.
My Facebook leads are empty or "unknown, unknown" or the phone number or email is missing!
See the last entry above: you must use the standard field names from Facebook for name, email and phone number or else they will not come through.
You can have more questions in your ad form. Those will end up as "other" key in the Facebook payload. Support can share that payload with you and work on mapping the content to fields in your ORG with you. (see example payload at beginning of article)
Please reach out to support in that case providing a date/time of a lead that came through and mentioning that it is about Facebook, so we can find it and share it with you. Then we will clarify with you, where each key should go in your ORG.
Finding the Leads in Propertybase
On your contact and request object (enquiry/inquiry) you have a field called pba__TechnicalSourceSystem__c which will be populated by Front Desk with "FrontDesk"
You can use this designation on your records to identify contacts or requests that were created by the Front Desk Service in List Views. So you could have a view that filters on requests that came from "FrontDesk" and from a specific portal or Facebook (given you are capturing the Lead Source on the request!) to separate them. You can even use the CreatedDate to drill down on records created in the LAST 3 DAYS (or so).