Marketing2 min read

Generate Leads from Facebook with OneHash CRM Webform

Discover the power of Facebook and OneHash CRM integration. Capture, manage and nurture leads using webforms.

Team OneHashPublished

OneHash CRM is a comprehensive all-in-one solution for customer relationship management needs, with powerful lead generation tools built-in. To see the full lead generation capabilities for yourself, start with a live demo. Once you’re in, all captured leads are readily available in the lead doctype.

OneHash CRM offers a variety of filters to efficiently manage your leads, categorizing them by status according to the system. Before diving into lead management, it’s crucial to understand how to generate leads and import data using OneHash CRM’s robust lead generation tools. The platform supports multiple lead sources, including websites, email campaigns, and landing pages.

Facebook Lead Generation

OneHash CRM excels in Facebook lead generation, and integrates directly with Facebook lead forms. Here’s how to set it up:

  • Navigate to Facebook settings within OneHash CRM

  • Connect your Facebook account

  • Select the relevant page for connection and adjust permissions as needed

  • Access your Facebook forms directly within the CRM

After connecting, fetch all available forms from your chosen page and map the required fields to the lead doctype in OneHash CRM. A critical step is selecting the correct page to subscribe to for receiving leads from Facebook via this form, optimizing your Facebook lead generation process.

The Facebook settings screen in OneHash, choosing which Facebook pages to subscribe to.

Web Forms

Web forms are a cornerstone of effective lead generation. OneHash CRM simplifies web form creation:

  1. Access the website module and click on ‘Web Form’

  2. Enter a title, generating a customizable route

  3. Select CRM as your module

  4. Publish the web form to make it accessible to users

Creating a new web form in OneHash, with the form route and title fields.

For enhanced lead generation, embed the form on your website using the provided embedded URL. Additional configurations include:

  • Adding CAPTCHA to prevent spam

  • Customizing the form’s appearance and fields

  • Implementing client-side scripts for validations or API calls

  • Designing the post-submission experience

The web form editor, showing the embed snippet that goes on your own site.

Once published, these web forms become powerful lead-generation tools, allowing you to create landing pages, design complete pages, and embed forms into your website. You can also utilize APIs to insert leads from other sources, expanding your lead generation capabilities.

Integrating Multiple Lead Sources

OneHash CRM’s versatility extends to connecting with various lead generation channels:

  • Facebook login forms

  • Google Ads campaigns

  • Other social media platforms

The web form field list, mapping each form field to a field on the Lead record.

By providing a landing page URL, you can direct potential leads to a dedicated form, streamlining the lead generation process.

Lead Management and Campaigns

After successfully generating leads through these diverse lead generation tools, OneHash CRM provides a centralized platform for managing and acting on your lead data. The system enables you to:

  • View comprehensive lead information

  • Initiate targeted campaigns via email, WhatsApp, and social media

  • Send newsletters to nurture leads

The published lead-generation form as a visitor sees it.

By leveraging OneHash CRM’s integrated lead generation and campaign tools, businesses can capture, manage, and convert leads without juggling a separate tool for each channel.

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