Facebook Troubleshooting
If you’re having trouble importing leads from Facebook Leadgen Forms into 3sigma CRM, this guide will help you troubleshoot common permission issues. Follow these steps to ensure that you have the correct permissions and that your accounts are properly integrated.
1. Verify Your Facebook Account Connection
Before diving into permissions, make sure your Facebook account is correctly connected to 3sigma CRM.
Log into 3sigma CRM:
Go to Settings > Integrations.
Check the connection status with Facebook. If it shows as Disconnected, reauthorize the connection.
2. Check Facebook Page Permissions
To import leads, you need proper access to the Facebook Page linked to your Leadgen Forms.
Access Your Facebook Page:
Go to your Facebook Page and click on Settings at the top right.
Page Roles:
Navigate to Page Roles. Ensure you have one of the following roles:
Admin: Full access
Editor: Manage content and moderate comments
Advertiser: Can run ads and view insights
3. Check Ad Account Permissions
Ensure that you have access to the ad account used for your Lead Ads.
Access Facebook Business Manager:
Go to Facebook Business Manager.
Ad Accounts:
Click on Business Settings > Accounts > Ad Accounts.
Select the relevant Ad Account and click on People to view assigned roles.
Make sure your user account has the Advertiser role for that Ad Account.
4. Verify Business Level Permissions
Business Level Permissions control access to business assets.
Navigate to Business Settings:
In Business Manager, go to Business Settings.
Users:
Click on People and verify your role within the business.
Ensure you have the following permissions:
Manage Business: Required for general management.
Manage Leads: Specifically needed for accessing leads.
Business Verification:
Check if your Business is verified. If not, complete the verification process to unlock all functionalities.
5. Confirm Lead Form Permissions
Your Leadgen Forms must be active and correctly set up for lead access.
Publishing Tools:
From your Facebook Page, go to Publishing Tools > Lead Ads Forms.
Check Form Status:
Make sure the forms are published and accessible.
Click on each form and verify that the correct permissions are set, allowing 3sigma CRM to access them.
6. Testing the Integration
After checking all permissions, run a test to see if leads can be imported successfully.
Create a Test Lead:
Use your Facebook Lead Form to submit a test lead.
Check in 3sigma CRM:
Log into 3sigma CRM and see if the test lead appears in your leads list.
Troubleshooting Common Issues
If Leads Are Not Importing:
Double-check all roles and permissions mentioned above.
Ensure your Facebook account is connected properly to 3sigma CRM.
Connection Errors:
If the connection status is Disconnected, re-link your Facebook account in the 3sigma settings.
Permission Denied Messages:
If you encounter errors indicating insufficient permissions, revisit your Page and Ad Account settings to ensure you have the required roles.
By following this quick guide, you should be able to troubleshoot and resolve any issues related to Facebook permissions and lead import into 3sigma CRM. If problems persist, consider reaching out to Facebook support or 3Sigma CRM's support team for further assistance.
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