πŸ‘‹Welcome

Facebook & Instagram Leads Integration Module

Version 2.0.0

Automatically capture leads from Facebook & Instagram Lead Ads and sync them directly into your Perfex CRM β€” in real-time, with zero manual work. πŸš€


πŸ€” What Does This Module Do?

In simple terms:

  1. πŸ‘€ Someone sees your Facebook or Instagram ad

  2. πŸ“ They fill out a lead form (right inside Facebook/Instagram β€” no website needed!)

  3. ⚑ The lead is instantly sent to your Perfex CRM

  4. πŸŽ‰ You get a new lead with all their info, ready to follow up

No copy-pasting. No CSV exports. No delays. Fully automatic. ✨


🌟 Key Features

Feature
Description

⚑ Real-Time Sync

Leads arrive in your CRM within seconds

πŸ“± Facebook + Instagram

Works with both platforms (same setup!)

πŸ“„ Multiple Pages

Monitor multiple Facebook Pages at once

πŸ”€ Field Mapping

Map Facebook form fields to any Perfex CRM field

πŸ” Retry Queue

Failed syncs automatically retry

πŸ” Duplicate Detection

Prevents importing the same lead twice

πŸ“Š Sync History

Full log of every lead sync (success, failed, skipped)

πŸ§™ Setup Wizard

Guided step-by-step setup in minutes

πŸ§ͺ Test Lead

One-click button to test the full flow

πŸ“§ Email Notifications

Get notified when new leads arrive

πŸ”’ Secure

Webhook signature verification, server-side token exchange


⏱️ How Long Does Setup Take?

About 10-15 minutes if you follow this guide step by step. β˜•

Here's the overview:


πŸ“š How to Use This Guide

πŸ‘ˆ Use the sidebar to navigate through the sections in order:

  1. Getting Started β€” Check requirements and install the module

  2. Facebook App Setup β€” Create your Meta app and configure the webhook

  3. Module Configuration β€” Configure the module settings in Perfex CRM

  4. Lead Ads β€” Learn about Lead Ads and create your first campaign

  5. Help & Support β€” Troubleshooting, FAQ, and changelog

πŸ’‘ Tip: Follow the guide from top to bottom for the best experience. Each step builds on the previous one!


πŸ†˜ Need Help?


Ready to get started? Let's go! πŸ‘‰ Requirements

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