Before downloading: Ensure you have admin access to the ad account and connected CRM or email tool, if any. Without proper permissions, access to lead data is restricted.

To access collected lead information, you must be either an admin or advertiser with permission to manage forms and view lead details.

The process involves accessing Facebook's business tools and exporting the contact information submitted through your lead forms. Here's how to start:

  • Log in to Facebook Business Suite (Meta Business Suite).
  • Select the correct business account.
  • Navigate to Instant Forms under the “Leads” section.
  • Choose the form linked to your campaign.
  • Click “Download” to export responses as a CSV file.

Export options:

Format Best For
CSV Manual review, importing into spreadsheets
CRM Sync Automatic integration with HubSpot, Mailchimp, etc.
  1. Open your form library in the Leads Center.
  2. Select the campaign-specific form.
  3. Choose the time range for the leads you want to extract.
  4. Click on the “Download” button and choose your preferred format.

Accessing Facebook Ads Manager to Locate Lead Forms

To retrieve contact information collected through Facebook campaigns, you must navigate to the specific section within Meta's advertising platform where form submissions are stored. This process involves identifying the correct ad account, campaign, and lead form used to gather user data.

Once inside the correct ad environment, leads can be accessed through the platform’s internal tools. These submissions are stored in connection with the lead forms you attached to specific ad sets or campaigns.

Steps to Find Lead Forms in Ads Manager

  1. Log into your Meta Business Suite or go directly to Ads Manager.
  2. Select the relevant ad account from the dropdown if you manage multiple accounts.
  3. Click on the Campaigns tab and locate the campaign with lead collection objectives.
  4. Drill down to the Ad Sets and then Ads level to find the specific ad using a form.
  5. Click the ad name to open its detailed view, then select Lead Form from the results section.

Important: You must have the proper permissions to view lead data. Ensure your role in Business Settings includes access to Leads.

Navigation Step Purpose
Ad Account Selection Ensures you are viewing the correct business campaign data
Campaign Identification Filters ads that used instant forms for lead generation
Ad Level Details Accesses the specific form and submission data
  • Leads can be downloaded directly from the form view.
  • You can also integrate with CRM tools via the Meta API or third-party connectors.
  • Form data is available for 90 days from the submission date.

Navigating to the Correct Campaign, Ad Set, and Ad

To access specific lead data within Facebook Ads Manager, you must first locate the correct campaign, then drill down to the associated ad set and finally the individual ad. Each level of this structure plays a distinct role in organizing and targeting your lead generation efforts.

Using precise navigation ensures you’re extracting lead forms from the correct source, preventing mismatched data and ensuring accurate tracking of your campaign’s performance.

Step-by-Step Access Guide

  1. Log into Facebook Ads Manager and select your ad account.
  2. Click on the Campaigns tab to view all active and inactive campaigns.
  3. Identify and select the campaign with the objective related to lead collection.
  4. Switch to the Ad Sets tab to view targeting and budget setups.
  5. Choose the relevant ad set based on your segmentation strategy.
  6. Navigate to the Ads tab to locate the specific ad with the lead form.

To avoid confusion, always match the ad’s name with the lead form title when verifying data origin.

  • Campaigns define the objective (e.g., lead acquisition).
  • Ad Sets control audience, placements, and scheduling.
  • Ads contain the creative and lead form users interact with.
Level Function Key Element
Campaign Sets goal (e.g., leads) Objective
Ad Set Manages targeting and budget Audience
Ad Displays content to users Lead Form

Using the Facebook Page Publishing Tools to Find Leads

One of the most effective ways to access lead data collected from Facebook forms is through the Publishing Tools section of your business Page. This area allows page administrators to manage and export contact information submitted through Facebook Lead Ads, enabling quick follow-up and integration with CRM systems.

To locate and work with your collected leads, navigate to your business Page, then access Publishing Tools from the sidebar. Inside the “Forms Library,” you can find all forms associated with your lead campaigns, view submission data, and download it in CSV format for use in your sales process.

Steps to Access and Export Leads

  1. Go to your Facebook Page as an admin.
  2. Select Publishing Tools from the left-hand menu.
  3. Under Lead Ads Forms, click on Forms Library.
  4. Find the form connected to your campaign and click Download.
  5. Choose the desired date range and download the CSV file.

Only Page admins or users with full access to Meta Business Suite can download lead data.

Use the following table to understand the type of information available after download:

Field Name Description
Full Name Name submitted via the lead form
Email Email address provided by the user
Phone Number Contact number for follow-up
Submission Date Date and time the form was submitted
  • Download data frequently, as Facebook stores leads for only 90 days.
  • Use a CRM integration for automated syncing of lead info.
  • Segment downloaded leads based on custom questions in your form.

Downloading Leads Directly from the Facebook Interface

If you manage lead generation through Facebook forms, you can access and extract contact details directly from your Facebook Page. This method is essential for small businesses or marketers who prefer manual lead collection without relying on third-party tools or integrations.

The downloaded data includes names, email addresses, phone numbers, and responses to custom questions, depending on the form setup. Leads are available for download for up to 90 days after submission, so regular exports are crucial.

Steps to Retrieve Your Collected Leads

  1. Go to your Facebook Page using a desktop browser.
  2. Click on Meta Business Suite or Publishing Tools in the left menu.
  3. Select Lead Ads Forms under the “More Tools” section.
  4. Find the form you want to export leads from.
  5. Click Download next to the relevant form and choose either CSV or Excel format.

Important: Only Page admins or people with lead access permissions can download leads. Ensure your role allows lead data management.

Format Recommended For Notes
CSV Email marketing tools Lightweight and easy to upload to most platforms
Excel Manual data analysis Supports advanced filtering and formulas
  • Leads expire after 90 days; set a reminder to export regularly.
  • Downloaded files do not update in real time–always download a fresh copy before import.
  • Use custom question fields to segment leads more efficiently.

Exporting Facebook Leads to CSV Format for Analysis

To perform structured data analysis on potential customer information collected through Meta's advertising platform, it's essential to extract the lead details into a spreadsheet-compatible format. Exporting the data into a CSV file allows marketers and analysts to organize, segment, and evaluate responses based on campaign performance and user behavior.

The data export process can be done directly from Meta Business Suite or Ads Manager, provided that the user has the necessary page permissions. Once leads are extracted into a CSV, fields such as email, phone number, form completion time, and custom questions become easily filterable for reporting and integration with CRM tools.

Steps to Download Lead Data in CSV Format

  1. Go to Meta Business Suite or Instant Forms Library.
  2. Select the Facebook Page linked to your lead form campaign.
  3. Navigate to the Leads Center or Forms Library section.
  4. Choose the specific lead form you want to download responses from.
  5. Click Download, then select CSV as the format.

Exporting only works for leads collected in the past 90 days. Make sure to download data regularly to avoid losing valuable information.

  • Email: Contact information for follow-up campaigns
  • Phone Number: Enables direct outreach
  • Custom Fields: Answers to qualifying questions
Field Description
Full Name Submitted name from the lead form
Email Address Used for email campaigns or automation
Phone Number Primary contact number
Submission Time Date and time the form was completed

Automating Lead Downloads with Facebook API Integration

By connecting directly to Facebook's Graph API, businesses can bypass manual CSV exports and receive leads in real time. This integration is particularly useful for syncing form responses from Facebook Lead Ads with internal CRMs or email marketing tools.

To establish the integration, developers need access to the Facebook App Dashboard, a valid Page access token, and permission scopes like leads_retrieval and pages_read_engagement. The API allows for frequent polling or webhook-based delivery, depending on the use case.

Steps to Implement API-Based Lead Retrieval

  1. Register a Facebook App and link it to your Facebook Page.
  2. Request necessary permissions and generate a long-lived access token.
  3. Use the endpoint: /v18.0/{form-id}/leads to fetch submitted leads.
  4. Store and process lead data within your system or third-party platform.

Note: Facebook lead data is only accessible for 90 days. Set up regular syncing to prevent data loss.

  • Real-time delivery can be achieved using Webhooks with leadgen callback URLs.
  • Polling the API is an alternative but less efficient approach.
  • Secure token storage and renewal is essential for uninterrupted access.
Requirement Description
App Review Required for production use and public access.
Data Storage Must comply with Facebook’s Data Use Policy.
Rate Limits API requests are subject to throttling based on usage volume.

Setting Up Notifications for New Facebook Leads

To effectively track new leads generated through Facebook, it's essential to set up notifications. These notifications will ensure you never miss a new lead and can quickly follow up. Facebook offers several ways to receive alerts for lead form submissions, whether via email or push notifications through the Facebook platform itself.

Configuring these notifications involves a few simple steps in Facebook's Ads Manager or the Facebook Business Suite. By setting up alerts, you can be instantly notified whenever someone submits their contact details through your lead generation forms. This timely information can enhance your response rate and overall conversion strategy.

Steps to Enable Lead Notifications

  • Go to Facebook Ads Manager and navigate to the "Lead Ads" section.
  • Select the form where you want to receive notifications.
  • Click on "Notification Settings" and choose the notification method (email, mobile, etc.).
  • Save your preferences to start receiving alerts.

Types of Notifications Available

  1. Email Notifications: Get an email every time a new lead submits their information.
  2. Push Notifications: Enable push notifications on the Facebook app for real-time updates.
  3. Webhook Notifications: Integrate with external CRM tools to automate lead processing.

Tip: Set up both email and push notifications to ensure you never miss a new lead, regardless of where you are.

Lead Notification Preferences Table

Notification Type Method Response Time
Email Via email inbox Within minutes of submission
Push Notification On the Facebook app Instantly
Webhook Integrated CRM Real-time data transfer

Connecting Facebook Lead Forms to a CRM System

Integrating Facebook lead forms with a CRM system helps automate the process of collecting and managing potential customers. By syncing leads directly from Facebook to your CRM, businesses can streamline follow-ups, track performance, and improve customer relationship management. This connection ensures that leads are captured in real-time, enabling sales teams to act quickly and efficiently.

The process involves setting up an integration between the Facebook platform and the CRM of your choice. This can be done either manually or through third-party tools, depending on the CRM and the level of customization required. Here’s a basic guide on how to set up this integration.

Steps for Integration

  • Access the lead form in your Facebook Ads Manager.
  • Choose the CRM platform you want to connect with Facebook.
  • Use an API or third-party tool (like Zapier or Integromat) to link the Facebook leads with your CRM.
  • Map the fields from Facebook lead forms to the corresponding fields in your CRM system.
  • Test the connection to ensure data flows correctly between both platforms.

Common CRM Platforms and Integration Options

CRM Integration Method
Salesforce Use Facebook's native API or a third-party connector.
HubSpot HubSpot offers direct integration with Facebook lead forms.
Zoho CRM Third-party tools like Zapier can automate data transfer.

Tip: Always double-check field mapping to avoid mismatched data during the integration process.

Benefits of Integration

  1. Faster Response Times: Sales teams can reach out to leads immediately after they submit their information.
  2. Data Accuracy: Eliminates manual data entry errors by automating lead capture.
  3. Improved Lead Nurturing: Having all lead data in one place allows for better follow-up and lead management.