Connect Facebook Lead Ads to Freshworks CRM

What you get

• A new Freshsales lead for every Facebook lead form submission, created automatically.
• First name, last name, mobile and email filled in, with the source recorded.
• Any extra form answers (course, budget, branch) passed through as custom fields.
• No duplicates from repeat enquiries: LeadAdd matches people on email or mobile first.
• No Zapier tasks to pay for and no CSV imports.

Before you start

• A Freshsales / Freshworks CRM account and your API key (in Freshsales: profile → Settings → API settings).
• Your Freshsales domain, for example yourcompany.myfreshworks.com or yourcompany.freshsales.io.
• A Meta access token for the Pages that run your lead ads. See how to create one.

Set up the integration

1. Connect your Facebook lead forms

   In LeadAdd, open Lead Sources, paste your Meta token, click Find my lead forms and connect the forms you want.

2. Create a Freshworks notification

   Go to Notifications → Create Notification and choose Freshworks as the action.

3. Add your Freshsales endpoint and API key

   Enter your leads endpoint (for example https://yourcompany.freshsales.io/api/leads) and paste your API key. LeadAdd sends it as the Authorization: Token token=… header Freshsales expects.

4. Check the payload

   LeadAdd fills in a ready-made lead payload. Add any custom fields you need (see below).

5. Choose when it runs

   Pick Lead is Created (and optionally Updated), and either Any lead source or specific forms.

6. Test it

   Submit a test lead with Meta's Lead Ads Testing Tool. Within about 5 minutes it appears in LeadAdd and as a new lead in Freshsales.

The Freshsales payload

This is the default payload. Tags in double braces are replaced with each lead's details:

{
  "contact": {
    "first_name": "{{firstname}}",
    "last_name": "{{lastname}}",
    "mobile_number": "{{mobile}}",
    "email": "{{email}}",
    "medium": "{{channel}}",
    "first_source": "{{channel}}",
    "recent_note": "LeadAdd Lead"
  }
}

Add Facebook form answers with {{custom.fieldname}}, for example "custom_field": { "cf_course": "{{custom.course}}" }. Add the ad that produced the lead with {{custom.facebook_ad_id}}.

Frequently asked questions