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Meta Ads Integration — Lead Flow Setup

Connect your Facebook/Instagram Lead Ads to automatically push leads into this CRM. Below is the complete setup guide and webhook endpoint to use with Zapier or Make (formerly Integromat).

How to Connect Meta Lead Ads → CRM

1
Create Lead Ad Form on Facebook Business Manager
Go to Meta Business Suite → Ads Manager → Create Campaign → Lead Generation. Fields: Name, Phone, Email, Message/Requirement.
2
Connect via Zapier or Make (No-Code Automation)
Use Zapier.com: Trigger = "New Lead in Facebook Lead Ads" → Action = "Webhook POST" to your CRM endpoint. This is the recommended approach for a hosted web app.
3
Manual Import (Available Now)
Download leads CSV from Meta Lead Center → use the Import CSV button below to bulk-upload leads into CRM instantly.
4
For Full Auto-Integration (Hosting Required)
Deploy this app on Vercel/Netlify/Railway + add a backend (Node.js/Firebase). We can build this next — Meta Webhook API requires a live HTTPS endpoint.
Field Mapping — Meta Lead Form → CRM

Configure which Meta form fields map to CRM fields when leads are imported.

Meta Form Field CRM Field Default Value
✅ Auto-export is scheduled: Every Sunday at 11:59 PM — full leads + follow-up history CSV is auto-downloaded. Last export: Never
Manual Export

Download all data as CSV files immediately.

Auto-Export Schedule

Configure automatic weekly export settings.

Export Day
Export Format
Restore from Backup

Import a JSON backup to restore all leads and history.

➕ New Lead

New Lead

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Add Team Member

📱 WhatsApp Follow-up

Copy message and send via WhatsApp:

Assign Lead

Assign To