Meta for Lead Generation. AssignSales for Lead Conversion.
The AssignSales + Meta integration helps businesses connect their Meta lead-generation activities with their CRM. Capture leads from Meta campaigns, automatically organize prospect information, assign leads to sales representatives, track interactions and manage follow-ups from a centralized CRM.
Generate leads on Meta. Manage them in AssignSales. Convert them into customers.
Workflow
Key Integration Capabilities
Meta Lead Capture
Capture leads generated through eligible Meta lead-generation campaigns and bring relevant prospect information into AssignSales.
Automatic Lead Creation
Instead of manually downloading and entering leads, configure the integration to create AssignSales lead records from supported Meta lead sources.
Lead Source Tracking
Identify where your leads originated.
Lead Assignment
Distribute incoming leads to appropriate sales representatives or teams based on your configured AssignSales workflow.
Instant Lead Follow-Up
The value of a digital lead decreases when there is a long delay before the first sales contact. AssignSales can help sales teams organize immediate follow-up activities after a lead enters the CRM.
Meta Lead + Calling Workflow
Connect your Meta lead-generation workflow with AssignSales calling capabilities. AssignSales combined with telephony integrations, Meta-generated leads can become part of a broader CRM + telephony sales workflow.
Lead Qualification
Once a Meta lead enters AssignSales, sales representatives can qualify the prospect based on your sales process.
Convert Leads into Opportunities
When a Meta lead becomes sales-qualified, move it forward in your CRM.
Connect Meta with Your Sales Ecosystem
Meta becomes even more powerful when connected with the rest of your AssignSales ecosystem.