CRM Facebook Lead Integration

by
Odoo

95.00

v 14.0 Third Party 78
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 842
Technical Name pragtech_crm_facebook_leads
LicenseOPL-1
Websitehttp://www.pragtech.co.in
Versions 15.0 17.0 13.0 14.0 16.0
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies CRM (crm)
Calendar (calendar)
Contacts (contacts)
Discuss (mail)
Community Apps Dependencies
Lines of code 842
Technical Name pragtech_crm_facebook_leads
LicenseOPL-1
Websitehttp://www.pragtech.co.in
Versions 15.0 17.0 13.0 14.0 16.0

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CRM Facebook Lead Integration

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Supported Odoo versions & platforms
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Works & tested on standard installations of Odoo with no third party apps

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CRM Facebook Lead Integration

Pragmatic has built an integration App between Social Media platform lead form ads such as Facebook and Odoo CRM. This would allow you to run Social Media Campaigns using the Lead Form Ads and create a lead automatically in Odoo CRM. This would eliminate the manual import of leads. The Social media platforms supported are

Facebook

Features of CRM Facebook Lead Integration

Run your Digital Marketing Ads on any Platform

Your Digital Marketing team works independently

Expedite Sales Process

Your Sales team can immediately follow up with the opportunity

Synchronize Leads

Import leads from Social Media Platforms automatically

Manage and Monitor Campaigns

Get better ROI on your digital marketing campaigns

Odoo Interface


Step 1: Go to CRM → Settings and Paste the credentials For Facebook App ID and App Secret.

Step 2. Go To Social Dashboard Menu.

Step 3: On Social Dashboard click on Configuration → Facebook Accounts.

Step 4: After Clicking On “Link Account” button a wizard opens up in which user can fill in the credentials for the account to be linked.
After filling the credentials the user will be asked to choose pages on facebook Choose one page that you want to link with facebook.

Step 5: After Selecting Page ,then after just click on Done . You will be redirected to the confirmation page. click on the “OK” button to complete the authentication part.

Step 6: After successful authentication the following message will be displayed on the screen shown in the image below.

Step 7. Go to Social Dashboard Click on Configuration → Facebook Pages. Here we are going to get “Page Name, Social Media, Media Type , Facebook Page ID, Access Token” from Facebook.

Step 8: To create Facebook Pages Go to CRM → Configuration → Facebook Pages.

Step 9: Click on create button→ Select the existing page. To get the Forms of that page click on the “Fetch Form” Button. After clicking this button all the Lead Forms of that page will be loaded on the screen.

Step 10 : To Map Lead fields Go to CRM → Configuration → Facebook Forms.

Step 11: On Facebook Form View click on “Get Fields” to get Facebook fields . Map existing odoo fields with Fetched Fields of Facebook as shown in the image below.

Step 12: On Facebook Form After Mapping fields , click on the Validate Form button.

Step 13: To fetch the leads manually Go to Settings→ Technical → scheduled Actions. Select “Fetch Facebook Leads” Scheduled Action (Cron). And click on the “Run Manually” button. The leads are also fetched automatically by this cron at an interval of 1 hr.

Step 14: Lead gets created on odoo with mapped and unmapped fields along with Tracking Information.


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(Monday-Friday 10am to 7pm IST)

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Support

Pragmatic is a global open source enterprise software development, consulting and products company. Our philosophy is to use Open Source tools and technologies to provide cost effective and green solutions for our customers.

We are a dynamic and fast growing company committed towards creating value for our customers. Located in Pune, India the educational and IT hub of western India, we take pride in delivering rapid, customized open source enterprise applications following agile and lean software methods. Whether you are developing an application from scratch, working on an existing application or porting your application to a new platform or framework, we can meet your business needs.

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www.pragtech.co.in

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by
Khalid Hazam
on 10/8/21, 3:07 AM

This awfully looks like our module crm_facebook_leads. Even the fields order and names are the same.