Configure Meta Lead Sync
Meta Lead Sync imports submissions from selected Meta instant forms. It is separate from Meta CAPI, which sends CRM outcome events in the opposite direction.
Connect Meta
Section titled “Connect Meta”- Open Settings -> Ads -> Meta Lead Sync.
- Turn on the integration when you are ready to configure it.
- Select Connect Meta and complete authorization.
- Choose the permitted Business and Facebook Page.
- Subscribe the selected Page.
- Open Map Forms and select the instant forms to sync.
Map each form
Section titled “Map each form”Map Meta form fields to Convertly contact, lead, or custom fields. Confirm at least enough identity data to create or match a lead.
For each form, optionally configure:
- Approved lead source
- Stage
- Owner
- Value
- Categories
- Custom-field defaults
- New Lead Alert recipients
Lead Defaults are off initially for Meta form mappings. Turning them off does not disable the form’s alert-recipient selection.
With no selected New Lead Alert recipients, that Meta form sends no source-level new-lead alert. A configured owner can still receive assignment notification.
Use the local test-lead action in the form mapping workflow. It exercises Convertly mapping and lead creation without claiming to submit a real lead through Meta’s live systems.
Open the resulting lead and check field mapping, source, owner, value, categories, custom fields, and Meta attribution context.
Monitor health
Section titled “Monitor health”Operational status cards show recent sync state, latest successful lead, and latest error after logs are loaded. Review recent sync logs when a known Meta submission is missing.
Disconnect
Section titled “Disconnect”Disconnecting a Page or Meta Lead Sync does not clear Meta CAPI configuration. Confirm before disconnecting because new form submissions will stop importing.