Almost there! Now we need to tell your Meta App which Facebook Pages to monitor for leads. 🎯
🧠 Why Do I Need to Connect a Page?
Lead Ads run on Facebook Pages (and linked Instagram accounts). Your Meta App needs permission to access a specific Page's lead data.
Think of it this way:
Your Meta App: "Facebook, can I have the leads from Page XYZ?"
Facebook: "Sure, let me check... ✅ You're the admin. Here you go!"
📱 Connect Your Facebook Account
1️⃣ Go to Module Settings
In Perfex CRM, go to Meta Leads → Settings
Scroll down to the "Connected Pages" section
Click the "Connect with Facebook" button 🔵
2️⃣ Log In & Grant Permissions
A Facebook popup window will appear:
Log in with the Facebook account that manages your Page
You'll see a list of permissions the app is requesting:
Permission
What It Means
Why We Need It
Pages: Show list
See your list of Pages
To know which Pages you manage
Pages: Read engagement
Read Page data
To access Page information
Leads retrieval
Access lead form data
🎯 This is the main one! Retrieves submitted leads
Page ads management
Manage Page ads
To subscribe to lead notifications
Ads management
Manage ad campaigns
To interact with Lead Ad campaigns
Click "Continue" or "Allow" ✅
⚠️ Grant ALL permissions! If you skip any, the module won't work correctly. You can always change permissions later in Facebook Settings → Apps and Websites.
3️⃣ Select Pages (if prompted)
Facebook might ask you which Pages to grant access to:
✅ Select all Pages you want to monitor for leads
Or at minimum, select the Page(s) you'll run Lead Ads on
Click Done ✅
📋 Subscribe to Your Page
After connecting, you'll see a table with your Facebook Pages:
For Each Page You Want to Monitor:
Click the green "Subscribe" button (or "Monitor") ✅
Wait a moment... ⏳
The status should change to "Monitoring" 🟢
🎉 That's it! This Page is now connected. Any Lead Ads running on this Page will automatically send leads to your Perfex CRM.
📸 What About Instagram?
Great news — Instagram is automatic! 🎉
If your Facebook Page is linked to an Instagram Business account (which is required for Instagram ads anyway), lead data from Instagram Lead Ads will flow through the same Page webhook.
You don't need to do anything extra for Instagram. Same setup, both platforms. ✨
How to check if Instagram is linked to your Page:
Go to your Facebook Page
Click Settings → Linked Accounts (or Instagram)
If you see your Instagram account linked, you're good to go!
✅ Multiple Pages
You can subscribe to multiple Pages at once! Just click "Subscribe" on each Page you want to monitor.
Each Page operates independently — you can subscribe/unsubscribe at any time.
🔄 Refreshing the Page List
If you create a new Facebook Page after the initial setup:
Go to Meta Leads → Settings
Click "Connect with Facebook" again
Grant access to the new Page
Subscribe to it
✅ Connection Complete!
At this point, your setup looks like this:
🧪 Quick Test
Before moving on, let's verify everything works:
Go to Meta Leads → Settings
Click "Test Connection"
You should see:
✅ App Credentials: Valid
✅ Access Token: Valid
✅ Permissions: All granted
Click "Send Test Lead"
Check if a test lead appears in Perfex CRM → Leads 🎉
┌──────────────────┬────────────┬────────────────┬──────────┐
│ Page Name │ Status │ Leads Received │ Action │
├──────────────────┼────────────┼────────────────┼──────────┤
│ My Business Page │ Not Active │ 0 │[Subscribe]│
│ Test Page │ Not Active │ 0 │[Subscribe]│
└──────────────────┴────────────┴────────────────┴──────────┘
✅ Meta App created
✅ App ID & Secret configured
✅ Webhook verified
✅ Page(s) subscribed and monitoring
🎉 You're ready to receive leads!
