Video instruction - https://www.dropbox.com/s/zu68tdcq9hnni45/Recording%20%23115.mp4?dl=0
Get the middleware to connect the two platforms:
- On your computer, go to leadsync.me
- Sign up for their free trial / $9/mo plan (there's a free alternative too called https://leadsconnector.io/ - but we found that leadsync.me is worth the $9/mo and their trial is free)
Connect your Facebook account:
- In your leadsync.me account, connect your Facebook account
Add a connection:
- In your leadsync.me account, click on Connections
- Click on Add Connection
- Choose "Email" as the destination in the first dropdown menu
- Keep your tab open for LeadsSync and go to another tab where you are logged in to Great Agent
- In your Great Agent account, click on "Import" in the menu
- Scroll down to the "Email Forwarding" section
- Click on the button to Copy your import email address
- Go back to the tab with leadsync.me where you are adding a new connection
- In "Enter Email" field, paste the email address you copied from Great Agent
- Give the connection a name (e.g. Facebook to Great Agent)
- Click Update Connection
Add forms that you want to sync to Great Agent:
- In your leadsync.me account, click on Lead Forms
- Click Add Facebook Lead Form
- Select your Facebook page
- Select the form you would like to sync to Great Agent
- Select the connection you added above
- Click Update Notification
Sending a test lead:
- Go to Facebook's Testing Tool Page
- Select YOUR Page and Form from the drop down, making sure that it's the same combination as what you've setup in LeadSync in your Lead Forms section.
- Click the Create Lead Button.
- If you get an error that says "A lead has already been created for this form. To create a new lead, please delete this one." then click the Delete button and try again.
- Click then Track Status button.
- You should see the following:
- NOTE: If the status says "pending", wait 10 seconds then click Track Status again.
- The LeadSync App ID is 1711149865783520, if you see a failure or error code, next to this app ID, please take a screenshot and send it to admin@leadsync.me.
- You should receive a test lead to the connection you've setup to this Page/Lead combination.
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