Integration guide

Facebook

Connect Facebook and your agent catches lead-form leads the second they come in, texts them back, and files them, so you never lose one to a slow reply.

Real screen. Ask in plain words, it does the work.

What your agent can do

Once Facebook is connected, this is the work it takes off your plate:

Catch leads instantlyNew lead? It knows within seconds.

Text back in minutesYour intro goes out before they cool off.

File to your CRMEvery lead logged, nothing lost.

Never miss after-hoursIt works nights and weekends.

See overnight leadsA clean list every morning.

Follow up automaticallyQuiet leads get a nudge.

How to connect it

About 30 seconds. You only do it once.

Open your Connect page

Tap the link in your welcome email.

Find Facebook, tap Connect

It's under “Lead ads & page management.”

Sign in and approve

Facebook's own secure sign-in opens.

Done

Try: “Any new leads from Facebook?”

10 things to ask it

Copy these, or say them your own way.

Any new leads from Facebook?

Text new leads my intro within 2 minutes.

Add today's Facebook leads to Jobber.

Who came in overnight?

Follow up with leads I haven't reached.

How many leads this week?

What did the last lead ask for?

Send the new lead our pricing.

Flag any lead that mentions a big job.

Log the Facebook leads in my CRM.

What it can see

Only your Facebook Page's leads and messages, so it can answer and act for you.

It uses Facebook's own secure sign-in, never your password, and you can disconnect anytime from your Connect page. Your data is never changed by disconnecting.

Common problems

Facebook says “disconnected”

Reconnect on your Connect page and re-approve.

Leads aren't coming in

Make sure your lead form is on the Page you connected.

It texted the wrong number

Facebook leads sometimes lack a phone; it uses what's on the form.

Duplicate leads

It dedupes by name and number; tell us if one slips through.

Still stuck on Facebook?

Email your business name and what you were trying to do. A real person answers, usually same day.

✉ support@nodesk.io