Meta (Facebook) Integration FAQs

What is Meta Lead Ads integration? #

Meta Lead Ads integration allows you to automatically sync Facebook and Instagram lead ads directly into PloverCRM:

Key Features:

• 🔄 Real-time lead sync (instant)
• 📱 Facebook & Instagram lead ads
• 🔗 OAuth 2.0 secure connection
• 🎯 Automatic field mapping
• 📊 Multiple forms per page
• 🔔 Lead notifications
• 📝 Integration logs

How It Works:

1. User submits lead ad on Facebook/Instagram
2. Facebook sends lead to PloverCRM via webhook
3. Lead automatically created as contact
4. Lists, tags, and stage assigned
5. Notifications sent to team

Requirements:

• PloverCRM Pro license
• Facebook Business account
• Facebook Page with Lead Ads
• Active ad campaigns

Learn more: Meta Lead Ads Integration

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How do I connect my Facebook account? #

OAuth Connection Process:

Step 1: Navigate to Settings

1. Go to PloverCRM → Data Sources
2. Click “Meta Lead Ads” tab
3. Click “Connect Facebook Account” button

Step 2: Facebook Authorization

1. Login to Facebook (if not already)
2. Select Facebook Business account
3. Review permissions requested:
   • pages_manage_ads – Access lead ads
   • pages_read_engagement – Read page data
   • leads_retrieval – Retrieve leads
4. Click “Continue”

Step 3: Select Pages

1. Choose Facebook Pages to connect
2. Select all pages with lead ads
3. Click “Next”

Step 4: Confirm Connection

1. Review connection summary
2. Click “Done”
3. Redirected back to PloverCRM

Step 5: Verify Connection

1. Check “Connected Account” status
2. Should show: ✅ Connected
3. Shows connected pages
4. Shows connection date

Connection Details:

• OAuth token stored securely
• Token refreshed automatically
• Connection valid for 60 days
• Auto-renewal before expiration

Learn more: Meta OAuth Setup

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What permissions does PloverCRM need? #

Required Facebook Permissions:

1. pages_manage_ads

• Access to lead ads on your pages
• Required to retrieve lead forms
• Read-only access

2. pages_read_engagement

• Read page information
• Access page settings
• View page insights

3. leads_retrieval

• Retrieve leads from lead ads
• Access lead form submissions
• Real-time lead notifications

What PloverCRM CANNOT Do:

• ❌ Post to your Facebook page
• ❌ Access personal Facebook data
• ❌ Modify ad campaigns
• ❌ Access billing information
• ❌ Delete or modify leads on Facebook
• ❌ Access messages or comments

Data Privacy:

• Permissions are read-only
• No data sent back to Facebook
• Leads stored on your WordPress site
• OAuth token encrypted in database
• Can revoke access anytime

Revoking Access:

1. Go to Facebook Settings → Business Integrations
2. Find “PloverCRM”
3. Click “Remove”
4. Confirm removal

Learn more: Meta OAuth Setup

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How do I set up a Facebook Lead Ads integration? #

Complete Setup Guide:

Step 1: Connect Facebook Account

1. Go to PloverCRM → Data Sources → Meta Lead Ads
2. Click “Connect Facebook Account”
3. Complete OAuth authorization
4. Verify connection successful

Step 2: Create Integration

1. Click “Add New Integration”
2. Select Facebook Page from dropdown
3. Select Lead Form from dropdown
4. Enter integration name (e.g., “Homepage Lead Form”)
5. Click “Create Integration”

Step 3: Map Fields

1. Map Facebook form fields to CRM fields:
   • email → Email (required)
   • full_name → Full Name
   • phone_number → Phone
   • Custom questions → Custom fields
2. Save field mapping

Step 4: Configure Options

1. Lists: Select lists to add contact to
2. Tags: Select tags to apply
3. Stage: Set contact stage (default: Lead)
4. Owner: Assign owner (optional)
5. Duplicate Handling: Update existing or skip

Step 5: Enable Integration

1. Toggle “Enabled” switch to ON
2. Integration now active
3. Webhook automatically configured

Step 6: Test Integration

1. Use Facebook Lead Ads Testing Tool
2. Submit test lead
3. Check if contact created in PloverCRM
4. Verify field values correct
5. Check lists/tags applied

Example Configuration:

• Page: Acme Inc
• Form: Download eBook
• Name: Facebook – eBook Download
• Field Mapping:
  • email → Email
  • full_name → Full Name
  • phone_number → Phone
  • company_name → Custom Field: Company
• Lists: Facebook Leads, eBook Downloads
• Tags: Facebook, Lead Magnet
• Stage: Lead
• Owner: Unassigned
• Duplicate: Update Existing

Learn more: Meta Lead Ads Integration

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Can I connect multiple Facebook pages? #

Yes! Connect unlimited Facebook pages:

Multi-Page Setup:

1. During OAuth connection, select all pages
2. All selected pages available in integration
3. Create separate integration per page/form
4. No limit on number of pages

Managing Multiple Pages:

Organization:

• Name integrations clearly: “Page Name – Form Name”
• Group by page in documentation
• Use consistent naming convention

Example Setup:

Page 1: Main Business Page

• Integration 1: Contact Form
• Integration 2: Newsletter Signup
• Integration 3: Event Registration

Page 2: Product Page

• Integration 4: Product Demo Request
• Integration 5: Free Trial Signup

Page 3: Event Page

• Integration 6: Webinar Registration

Adding New Pages:

1. Go to Meta Lead Ads settings
2. Click “Reconnect Account”
3. Select additional pages
4. Existing integrations preserved

Removing Pages:

1. Delete all integrations for that page
2. Reconnect account without that page
3. Or revoke access on Facebook

Learn more: Meta Lead Ads Integration

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What happens if my Facebook connection expires? #

Connection Expiration:

Token Lifespan:

• OAuth tokens valid for 60 days
• Auto-renewal attempted before expiration
• Notification sent 7 days before expiration

If Connection Expires:

• ⚠️ New leads not synced
• ⚠️ Integrations show “Disconnected” status
• ⚠️ Error notifications sent to admin
• ✅ Existing contacts preserved
• ✅ Integration settings preserved

Reconnection Process:

1. Go to PloverCRM → Data Sources → Meta Lead Ads
2. See “Connection Expired” warning
3. Click “Reconnect Account”
4. Complete OAuth authorization again
5. All integrations automatically restored

Preventing Expiration:

• Enable auto-renewal (default: ON)
• Monitor connection status regularly
• Check email notifications
• Test integrations monthly

Troubleshooting Failed Renewal:

• Facebook account permissions changed
• Facebook page deleted or unpublished
• Business account suspended
• Network connectivity issues

Solution: Manually reconnect account

Learn more: Meta OAuth Setup

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How do I map custom Facebook form questions? #

Custom Question Mapping:

Facebook Custom Questions:

• Facebook allows custom questions in lead forms
• Questions appear as custom fields in PloverCRM
• Must map to CRM custom fields

Mapping Process:

Step 1: Create Custom Field in PloverCRM

1. Go to PloverCRM → Custom Fields
2. Click “Add New Field”
3. Enter field name (e.g., “Company Size”)
4. Select field type (text, select, etc.)
5. Save field

Step 2: Map in Integration

1. Edit Meta Lead Ads integration
2. Find Facebook custom question
3. Select “Custom Field” from dropdown
4. Choose your custom field
5. Save mapping

Example Mapping:

Facebook Question: “What is your company size?” Options: 1-10, 11-50, 51-200, 201+ Maps to: Custom Field: “Company Size” (select)

Facebook Question: “What is your budget?” Maps to: Custom Field: “Budget” (number)

Facebook Question: “Additional comments” Maps to: Custom Field: “Comments” (textarea)

Supported Field Types:

• ✅ Short answer → Text
• ✅ Multiple choice → Select/Radio
• ✅ Conditional → Multiple custom fields
• ✅ Phone number → Phone
• ✅ Email → Email
• ✅ Date → Date

Data Validation:

• Field type validation applied
• Invalid data logged as error
• Contact still created with valid fields

Learn more: Field Mapping | Custom Field Types

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Can I track which Facebook ad generated each lead? #

Yes! Automatic ad tracking:

Data Captured:

PloverCRM automatically captures:

• ✅ Facebook Page name
• ✅ Lead Form name
• ✅ Ad Campaign name
• ✅ Ad Set name
• ✅ Ad name
• ✅ Ad ID
• ✅ Submission timestamp
• ✅ Lead source: “Facebook Lead Ads”

Where Data is Stored:

Contact Enrichment Fields:

• lead_source = “Facebook Lead Ads”
• lead_source_detail = Form name
• referrer_domain = “facebook.com”

Custom Fields (Optional): Create custom fields to store:

• fb_campaign_name
• fb_ad_set_name
• fb_ad_name
• fb_ad_id

Viewing Ad Attribution:

1. Open contact in PloverCRM
2. View “Enrichment” tab
3. See lead source details
4. View custom fields for ad details

Reporting:

• Filter contacts by lead source
• Group by campaign name
• Calculate ROI per campaign
• Track conversion rates

Example Use Case:

• Campaign: Summer Sale 2026
• Ad Set: Retargeting – Website Visitors
• Ad: 20% Off – Image Ad
• Contact created with:
  • Lead Source: Facebook Lead Ads
  • Campaign: Summer Sale 2026
  • Ad Set: Retargeting – Website Visitors
  • Ad Name: 20% Off – Image Ad

Learn more: Contact Enrichment

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How do I troubleshoot Meta Lead Ads integration? #

Common Issues & Solutions:

Issue 1: Connection Failed

Symptoms:

• Cannot connect Facebook account
• OAuth error message
• Redirect fails

Solutions:

• ✅ Check Facebook Business account active
• ✅ Verify you’re admin of Facebook page
• ✅ Clear browser cache and cookies
• ✅ Try different browser
• ✅ Disable browser extensions
• ✅ Check WordPress site has HTTPS

Issue 2: Leads Not Syncing

Symptoms:

• Leads submitted on Facebook
• Not appearing in PloverCRM
• No error messages

Solutions:

• ✅ Check integration enabled
• ✅ Verify Facebook connection active
• ✅ Check webhook subscription status
• ✅ Review integration logs for errors
• ✅ Test with Facebook Lead Ads Testing Tool
• ✅ Verify email field mapped

Issue 3: Webhook Verification Failed

Symptoms:

• “Webhook verification failed” error
• Integration shows “Not Connected”

Solutions:

• ✅ Check WordPress REST API accessible
• ✅ Verify permalink structure not “Plain”
• ✅ Disable security plugins temporarily
• ✅ Check .htaccess not blocking webhooks
• ✅ Verify SSL certificate valid
• ✅ Test webhook URL manually

Issue 4: Duplicate Contacts Created

Symptoms:

• Same lead creates multiple contacts
• Different email addresses

Solutions:

• ✅ Check duplicate handling setting
• ✅ Verify unique field configured
• ✅ Check if email field mapped correctly
• ✅ Review Facebook form email validation

Issue 5: Custom Fields Not Populating

Symptoms:

• Standard fields work
• Custom fields empty

Solutions:

• ✅ Verify custom field exists in PloverCRM
• ✅ Check field mapping correct
• ✅ Verify field type matches
• ✅ Check Facebook question answered
• ✅ Review integration logs

Debugging Tools:

1. Integration Logs:

Go to PloverCRM → Data Sources → Meta Lead Ads → Select Integration → Logs Tab

2. Facebook Lead Ads Testing Tool:

Go to Facebook Business Manager → Lead Ads Forms → Select Form → Test Form

3. Webhook Status:

Go to PloverCRM → Data Sources → Meta Lead Ads → Webhook Status section

4. WordPress Debug Log:

Enable WordPress debugging and check the debug log for errors. Contact your WordPress administrator for assistance.

Learn more: Troubleshooting Integrations | Integration Logs

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What is the webhook URL and verify token? #

Webhook Configuration:

Webhook URL:

Your unique webhook URL is automatically generated and displayed in PloverCRM → Data Sources → Meta Lead Ads

Verify Token:

• Automatically generated unique token
• Used by Facebook to verify webhook
• Configured automatically during OAuth connection

How It Works:

1. Webhook Subscription:

• PloverCRM subscribes to Facebook webhooks
• Facebook sends verification request
• PloverCRM responds with verify token
• Subscription confirmed

2. Lead Notification:

• User submits lead ad
• Facebook sends data to webhook URL
• PloverCRM receives lead data
• Contact created in CRM

Manual Configuration (Advanced):

Usually automatic, but if needed, contact PloverCRM support for assistance with manual webhook configuration.

Security:

• HTTPS required
• Verify token validates requests
• Signature verification
• IP whitelist (Facebook IPs only)

Troubleshooting:

• Verify URL accessible
• Check SSL certificate valid
• Ensure REST API enabled
• Verify permalink structure not “Plain”

Learn more: Meta Webhook

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Can I sync historical leads from Facebook? #

Limited historical sync:

What’s Possible:

• ✅ Sync leads from last 90 days
• ✅ One-time manual sync
• ✅ Per form basis

What’s NOT Possible:

• ❌ Automatic historical sync
• ❌ Leads older than 90 days
• ❌ Deleted leads on Facebook

Manual Sync Process:

Step 1: Export from Facebook

1. Go to Facebook Page
2. Navigate to Publishing Tools → Forms Library
3. Select lead form
4. Click “Download”
5. Export as CSV

Step 2: Import to PloverCRM

1. Go to PloverCRM → Contacts → Import
2. Upload CSV file
3. Map columns to CRM fields
4. Configure lists/tags
5. Import contacts

Step 3: Tag as Historical

• Add tag: “Facebook Historical”
• Add note: “Imported from Facebook on [date]”
• Set appropriate stage

Limitations:

• No ad attribution data
• No enrichment data
• Manual process required
• One-time sync only

Best Practice:

• Set up integration BEFORE launching ads
• Real-time sync is automatic going forward
• Historical import for existing campaigns only

Learn more: Importing Contacts

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How many leads can PloverCRM handle from Facebook? #

Unlimited leads!

No Limits:

• ✅ Unlimited leads per day
• ✅ Unlimited integrations
• ✅ Unlimited Facebook pages
• ✅ Unlimited lead forms

Performance Considerations:

Small Volume (< 100 leads/day):

• Standard WordPress hosting fine
• No special configuration needed
• Real-time sync works perfectly

Medium Volume (100-1,000 leads/day):

• VPS or managed hosting recommended
• Enable object caching (Redis/Memcached)
• Monitor server resources

High Volume (1,000+ leads/day):

• Dedicated or cloud hosting required
• Object caching required
• Database optimization needed
• Consider FluentCRM backend
• CDN recommended

Webhook Processing:

• Asynchronous processing
• Non-blocking operations
• Queue system for high volume
• Automatic retry on failure

Rate Limiting:

• No rate limits on PloverCRM side
• Facebook may rate limit webhook calls
• Automatic retry with exponential backoff

Monitoring:

• Check integration logs regularly
• Monitor server resources
• Set up error notifications
• Review failed webhook deliveries

Learn more: Performance FAQs | System Requirements

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Related FAQs #

• Integration FAQs
• Google Ads FAQs
• Webhook FAQs
• Technical FAQs
• Meta Lead Ads Integration Guide
• Meta OAuth Setup

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Need help with Meta integration? Contact [email protected] with your Facebook Page details and error messages.