Prerequisites:
- Salesforce account that is set-up to capture leads from Meta Lead Ads (Instant Forms)
- Login credentials to the Salesforce account with access to Leads module in Sales Cloud
- Custom field available that captures Meta Lead ID from Meta Lead Ads (Instant Forms)
- Minimum two lead life cycle stages/lead status configured in the CRM
Implementation Steps:
- Authorization: Before starting the process, ensure that you have a Salesforce account set up. Once done, follow the steps below to integrate Salesforce with Taghash:
- Choose Salesforce Lead form as your destination connector and click on the “Sign in with Salesforce Single Sign-On” button to authorize the connection.
- Login to Salesforce with the account you want to integrate with and provide the necessary permissions to Taghash (These permissions are basic and only include required data read permissions, no data modification modification or PII information permissions).
- Choose Salesforce Lead form as your destination connector and click on the “Sign in with Salesforce Single Sign-On” button to authorize the connection.
- Select the type of data you would like to track/send from salesforce and provide a name to this connection to identify in the platform. Currently, Taghash supports Leads data, Events data and Audience data. For Conversion Leads, select Leads option.
- Define Field Mapping
- Lead ID: This is the unique identifier generated at the source where the lead was captured. For instance, for Facebook leads, the ID would be “Meta Lead ID”. Please select the CRM column name for capturing this ID.
- Last modified date column: This is the field that indicates the lead’s most recent update time to synchronize the latest updates. The default sync frequency is daily. Please specify the CRM column name for capturing this update.
- Lead Lifecycle Status column: Lead lifecycle status refers to the field in the CRM that is used to track the stages that a lead moves through during the lead lifecycle. Updates in these stages are tracked as events and pushed to a destination e.g. as conversion signals in Meta Leads Conversion API for Lead Ads campaign optimisation.
- Lead ID: This is the unique identifier generated at the source where the lead was captured. For instance, for Facebook leads, the ID would be “Meta Lead ID”. Please select the CRM column name for capturing this ID.
- Define Event Mapping
- The user needs to map the Lead stages they would like to send as the signal/conversion to the desired action.
- The event list will be pulled as per the primary event column selected in the last step. In case, if the user wants to add a custom value as well, there is an option to in the drop to do so.
- Once these values are selected, the same needs to be mapped on the Taghash values on the right side, which will help us streamline these values for different marketing channels.
- To optimize your campaigns effectively, it is recommended to track at least two events. Mandatorily tracking the New Lead event is essential to capture and process leads immediately. We have added a New Lead Event by default in case you are not capturing the same. Kindly update as per your lead statuses.
- The user needs to map the Lead stages they would like to send as the signal/conversion to the desired action.
Click Finish to successfully setup your Salesforce CRM Source Connector.
Proceed to Step 2 to set-up Meta Conversion Leads as data destination to capture lead status update events through Conversions API
