LiveDemo - Open-source alternative to Storylane, Navattic, and Arcade | Product Hunt

How to Connect Facebook Leads to Insightly CRM



How to Connect Facebook Leads to Insightly CRM: step-by-step guide

  1. Set your workflow trigger, this is the event that will set your automation in motion.

  2. Select 'Facebook Lead Ads Pro' to capture new leads directly from your Facebook campaigns.

  3. Specify which Facebook Lead Ads event will trigger your workflow.

  4. Continue with your account to connect Zapier to your Facebook Lead Ads data.

  5. Set 'Insightly' as your action app.

  6. Select which lead information you want to capture in your workflow.

  7. Set your 'Insightly' account.

  8. Click 'Test step' to review your field mappings to ensure all lead data transfers correctly.

  9. Click 'Publish' to complete your Zap setup and activate your automated lead capture workflow.

Quick answer: To connect Facebook Leads to Insightly CRM, set your workflow trigger, select Facebook Lead Ads Pro, specify the event, and connect your account. Next, set Insightly as your action app, select the lead information to capture, connect your Insightly account, test the step to review field mappings, and click Publish to activate.

About this Facebook tutorial

Automate your lead generation by sending Facebook lead data directly into Insightly CRM using Zapier to ensure seamless data transfer. This guide shows how to connect Facebook Leads to Insightly CRM in 9 steps, starting with "Set your workflow trigger, this is the event that will set your automation in motion" and finishing with "Click 'Publish' to complete your Zap setup and activate your automated lead capture wor...". The interactive demo above is a click-through copy of the real Facebook interface, so you can rehearse each step before doing it in your own account.

Frequently asked questions

How many steps does it take to connect Facebook Leads to Insightly CRM?

9 steps. Each one is listed in order above, and the demo highlights exactly where to click.

Can I try it without changing my own account?

Yes. Clicking through the demo doesn't touch your Facebook data or settings. Once you know the flow, repeat it in your own workspace.

This tutorial is filed under Facebook. Related guides: How to Connect Facebook to Buffer, How to Connect Facebook to Mailchimp and How to Connect StreamYard to a Facebook Page. Last reviewed 05 Oct 2026.

LiveDemo - Open-source alternative to Storylane, Navattic, and Arcade | Product Hunt
🚀

Create your first interactive demo in minutes

No credit card required • Start building today

Start free→

This website uses cookies to enhance the user experience.

AcceptDecline