Are you doing Facebook marketing?  You can directly integrate those leads into Fieldnotes so that you can automatically trigger the Action Plan to follow-up with your leads.  


Navigate to Settings and to the Facebook tab and follow the simple steps here: 

  • Connect your Facebook account
  • Once you connected, you choose which Facebook page you want to connect with

While you may have existing lead forms, you will need to create a new form using Fieldnotes.  This is to ensure that the leads will flow directly back to Fieldnotes.

You can see a quick video on setting that up:

If you have any questions, please email us at