Meta Lead Ads
With Meta Lead Ads connected, every new instant form submission from your Facebook and Instagram ads opens a conversation for the agent you choose — and goes to your CRM when one is connected.
Connect
Section titled “Connect”With the Continue to Meta Lead Ads button (where available): pick the Facebook Pages that run your lead ads and allow access to their leads.
With a Page already connected: if a Page is connected for Messenger or Instagram, use Use this Page under Use a Page already connected for Messenger or Instagram. Its token stays on the server. If Meta refuses it (the Page was connected without lead access), connect with Facebook instead.
With a Page access token: enter the Facebook Page ID and a Page access token with lead access.
Either way, we subscribe each Page to new leads before saving.
Choose where leads go
Section titled “Choose where leads go”On the integration page, under Lead forms:
- Agent for new leads — the agent that gets new submissions. With No agent: leads go to the CRM only, no conversation is opened.
- Take leads from forms without their own setting — on or off for forms you have not set up one by one.
- Per form: turn Take leads from … on or off and pick its own agent, or keep Default agent.
In the conversation the contact is masked; the form’s answers and consent boxes are shown with it.
If a CRM (Pipedrive, HubSpot or Zoho CRM) is connected, the lead is written there too. When the Qualified stage is mapped, a deal opens at that stage.
WhatsApp follow-up
Section titled “WhatsApp follow-up”Send an approved WhatsApp template to new leads is off by default. When you turn it on, fill in Template name, Template language and Consent checkbox key or question name. A message goes only when:
- the lead ticked that consent box on the form,
- the agent answers on WhatsApp, and
- the template is approved in your WhatsApp account.
If any of these is missing, nothing is sent and the conversation shows why.
Test and catch up
Section titled “Test and catch up”- Recent leads lists the latest submissions with Open conversation. Meta’s Lead Ads Testing Tool sends a test lead.
- Check Meta for missed leads looks for submissions that did not arrive. We also check regularly on our own.