Connect Google Ads or Meta CAPI before using their conversion actions in an automation.
Connect Google Ads #
- Open the automation integration or provider-connection area.
- Select Google Ads and choose Connect.
- Sign in to the Google account with access to the required Ads account.
- Review and approve the requested permissions.
- Select the Ads account and complete the connection.
- Return to PloverCRM and confirm that the connection is active.
Connect Meta CAPI #
- Open the Meta CAPI connection area.
- Select Connect or Add connection.
- Enter or authorize the required Meta connection information.
- Select the intended business or account when prompted.
- Save the connection and confirm its status.
Never include provider credentials, tokens, or secrets in screenshots or support requests.
Repair or reconnect #
Open the inactive connection and select Repair, Reconnect, or the matching action. Complete authorization again and verify the account before saving.
Disconnect a provider #
Open the connection’s actions menu and select Disconnect. Confirm the correct provider connection. Existing automation records are not necessarily removed, but actions that require the disconnected provider cannot complete until a valid connection is restored.
