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Facebook Lead (Lead Forms)

Connect Facebook and Instagram Lead Ads forms so completed forms land in the CRM automatically.

What is Lead Ads?

Some ads you run on Facebook or Instagram open a form that users fill in without leaving the platform when they click the ad. This is called Lead Ads. Normally, completed forms stay inside Meta and you have to download them manually.

This integration moves completed forms instantly to the CRM’s Lead Hub, so you can respond quickly.

Path: Left menu → All Integrations → Facebook Lead

Facebook Lead integration page

Before you start

  • You need a Facebook page and to have run (or plan to run) a Lead Ads campaign on that page.
  • You must have admin access on the page.
  • The Facebook Lead integration must be enabled in your plan.

Connection steps

  1. Open the Facebook Lead page.
  2. Read and approve the privacy agreement shown the first time you open it.
  3. Click the Connect button and sign in with your Facebook account.
  4. Select the page the forms will come from.
  5. Approve the requested permissions.
  6. Check that the status shows Connected.
Page and form selection

How does it work?

  1. Someone fills in the form in your ad.
  2. The details (name, phone, email and form answers) arrive in the CRM within seconds.
  3. It appears in the Lead Hub with New status, and a badge appears in the menu.
  4. An employee takes the lead, calls them and converts them into a customer.

Reporting the sale to Meta

If you report to Meta when a lead becomes a customer, Meta shows your ads to people who actually buy. See the Meta Conversions page for setup. Lead Ads is one of the channels you can select there.

Troubleshooting

ProblemSolution
Forms aren’t arrivingMake sure you selected the right page and granted the permissions
Arrives with a delayFirst try Meta’s lead testing tool
Red dotAuthorization needs to be renewed; click Reconnect