Module 1: Facebook Lead Forms to GHL

Module 1: Facebook Lead Forms to GHL

The native GoHighLevel Facebook integration — the 99% path. Push your Facebook lead-form leads straight into GHL.

What this covers

This integration pushes your Facebook lead-form leads over to GoHighLevel. It assumes you are using GoHighLevel's internal (native) Facebook integration. If you are running leads through a webhook instead, use Module 2.

Create the workflow (if not already done)

GHL: creating the workflow

Set up the Facebook integration

Setting up the Facebook integration

Custom fields

You need to create the following custom fields, in this order:

  • PROPERTY ADDRESS
  • PRICE
  • LISTED
  • PROPERTY TYPE
  • CONDITION
  • MOTIVATION
  • OCCUPANT
GHL lead form: create custom fields
Custom field: property address
The custom fields in the order they should appear.
The custom fields in the order they should appear.

Create a tag for Facebook leads

Lead forms: create a tag for Facebook leads

Mapping fields

There are two videos below. Video one does not incorporate the custom fields, but video two does — so watch both.

GHL lead forms: map fields (without custom fields)
Field mapping with custom fields

In the Integrations tab you'll now see a Facebook form fields mapping section. Go to that section, click Map Fields, and map at least:

  • first name
  • phone number
  • email
  • address
The Facebook form fields mapping screen.
The Facebook form fields mapping screen.

Create a new workflow from scratch

Under Automation, go to Workflows and create a new workflow.

Name the workflow

GHL lead form: rename the workflow

Name it something like Flipanywhere: FB Leads.

Always save your work

Remember to save as you go (lower right-hand corner). Otherwise you can lose everything and start from scratch.

Create the trigger for the Facebook lead form

Create the Facebook lead-form trigger

Create the contact record (standard fields)

Create the contact and populate all the fields. This is broken up into a few videos. Be sure to save your work in the lower right-hand corner.

Creating the contact record — standard fields

Adding the property address 🏡 — on the previous step the property address field wasn't mapped, so this video handles it.

Adding the property address field

Add notes to the contact record ✏️

Lead form: adding notes to contact records

Create a note in the contact record and map out the following fields:

  • NAME:
  • PHONE:
  • EMAIL:
  • PROPERTY:
  • PRICE:
  • LISTED:
  • PROPERTY TYPE:
  • CONDITION:
  • MOTIVATION:
  • OCCUPANT:

Add the tag via the workflow

Lead form: add tag via workflow

Add the contact to a pipeline / opportunity

Add the lead to an opportunity. The first video shows how; if you don't have a pipeline yet, create one using the stages below, then use the second video to add the lead to it.

GHL lead forms: create the opportunity

If no pipeline exists, create one with these stages

  • Inbox (New Leads)
  • Contact Attempt 1
  • Contact Attempt 2
  • Contact Attempt 3
  • Make Offer
  • Pending (Under Contract)
  • Sold (Waiting To Close)
  • Follow Up (w/Due Date)
  • Closed
  • Dead
  • Dead (Listed)
  • Dead (Rural)
  • Dead (Unworkable)
GHL: add the lead to the opportunity

Send notifications

Lead forms: sending notifications

Test the automation and workflow

Test the automation and workflows

Run through this checklist:

  • Send test leads
  • Make sure data is in the contact records
  • Make sure the lead is tagged as "facebook"
  • Confirm it's in the right opportunity stage
  • Confirm notes are attached to the opportunity
  • Confirm the automation is published
Module 2 →