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How to add a lead flow?

Updated over a year ago

To add a lead flow on NOVA CRM using Peoples Tab , start by navigating to People Tab from your dashboard and click on "Lead Flow" and provide a name for your lead flow, such as "Demo Purpose."

Ensure your NOVA account is synced with your Facebook account, and select the appropriate Facebook account.

Choose the page from which the ad is running, for example, "Triston Homes Page," and select the specific form associated with the campaign, such as "Test-NOVA Lead flow."

Map the form fields to NOVA fields, including Name, Email, and Phone, and map any custom questions from Facebook accordingly.

Set the source as "FB ADS" and assign relevant tags like "Test Demo." Check the box to import all previous leads from the account, noting that only leads from the past 90 days can be imported due to Facebook's policy.

Finally, click "Save" to complete the setup, ensuring your Facebook ad leads are efficiently integrated into NOVA CRM.

For any queries, you can reach out to us at [email protected] or call us at our support toll-free number +1 844 644 0023.

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