Integrate with

Facebook

Coming Soon - Connect Facebook to Agenisy: capture enquiries as structured leads, offer faster login, and manage Messenger chats - with tracking from first message to booked job.

Integrate

Facebook

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About Facebook integration

Facebook can sit at the “top of funnel” for Agenisy - where enquiries start - then Agenisy takes over to structure, qualify, track, and convert those enquiries into real work.

What it enables (examples):

Facebook Login - faster onboarding for office staff (optional, not required).
Lead capture from Ads - push Meta Lead Form submissions straight into Agenisy as a lead/job request.
Messenger handoff - route Facebook messages into a shared inbox workflow (or create a lead automatically).
Tracking & attribution - measure what ads actually drive booked work (via Meta Pixel / Conversions API).
Recruitment - capture applicant details from recruitment ads into Agenisy (as candidate records / tasks).

Integration features available

New lead creation from Lead Ads (name, phone, email, postcode, job notes).
Auto-tagging (e.g., “FB Lead Ad”, campaign name, ad set, form name).
Instant follow-up: Agenisy triggers a WhatsApp/email reply, task assignment, or call reminder.
Messenger workflow: create a lead from a message + log conversation reference.
Attribution: connect spend/campaign data to outcomes (quoted / won / lost).

Setup your integration

Connect your Facebook Business assets (Page + Ad Account) and choose what to enable:

Lead Ads → Agenisy leads
Messenger workflow (optional)
Facebook Login (optional)
Tracking (Pixel / Conversions API)

Integrate

Facebook

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Setup the Facebook integration

Follow these steps to connect Facebook with Agenisy:

Confirm your Facebook Business Manager access
- Admin access to the Business Manager, Page, and Ad Account you want to connect.
Choose your use case
- Lead Ads (recommended)
- Messenger workflow
- Facebook Login
- Tracking (Pixel / Conversions API)
Connect Facebook to Agenisy
- Authorise using your Business Manager account.
- Select the correct Page and Ad Account.
Map fields (Lead Ads)
- Map form fields (name, phone, email, location, notes) → Agenisy lead/job request fields.
- Set default tags (campaign name, source, service type if captured).
Set automation rules in Agenisy
- Auto-assign lead to estimator / admin
- Create call-back tasks
- Send confirmation message to the lead
- Start a pipeline stage (New → Contacted → Quoted → Won/Lost)
Enable tracking (optional but high value)
- Add Pixel or Conversions API to measure conversions such as “Lead Created”, “Quote Sent”, “Job Won”.

Integration features available

Lead Ads → structured leads
Auto-tagging + pipeline routing
Follow-up automation
Messenger-to-lead workflow
Conversion tracking (optional)

Setup notes

Some features require Meta App Review depending on permissions.
Keep permissions minimal: only request what you actively use.
Confirm your privacy policy reflects what data is captured and why.

Integrate

Facebook

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Support for the Facebook integration

If you run into issues, these checks solve most problems quickly:

Leads not appearing in Agenisy
- Confirm the correct Ad Account + Page is selected.
- Check Lead Form is published and receiving submissions.
- Re-check field mapping (required fields must map).
Wrong business assets connected
- You’re likely logged into the wrong Business Manager - reconnect and select the correct one.
Tracking not matching results
- Pixel may be blocked by browsers - use Conversions API for more reliable attribution.
- Ensure event names match what your ads are optimising for.
Permissions / review issues
- Reduce requested permissions to the minimum needed.
- Provide clear test steps and credentials for Meta reviewers where required.

What data is shared

Only the data you explicitly enable (e.g., Lead Form fields, campaign identifiers, Messenger thread reference).
No posting to your Page unless you add that feature later.