🏗️Step 1: Create a Meta App
This is where we create the "bridge" between Facebook/Instagram and your Perfex CRM. Don't worry — it's free, and you don't need to be a developer! 😊
🧠 What Is a "Meta App"?
Think of it like this:
Facebook/Instagram ←→ 🌉 Your Meta App ←→ Your Perfex CRMThe Meta App is just a bridge that allows Facebook to send lead data to your CRM. It's not a mobile app or a website — it's just a configuration on Meta's developer platform.
💡 Key point: Each person using this module creates their own Meta App. It takes 3 minutes and it's completely free.
📝 Let's Create the App!
1️⃣ Go to Meta for Developers
Open this link in a new tab:
👉 https://developers.facebook.com/apps/create/
🔑 You'll need to log in with your Facebook account. If you haven't used Meta for Developers before, you might be asked to register — just follow the prompts, it's instant.
2️⃣ Select App Type
You'll see a page asking you to choose what kind of app to create.
Here's what to do:
On the left sidebar, you'll see filter options
Click "Other" to filter by "Other" category 👈
Scroll down to the bottom of the list
Select "Create an app without a use case" (it's the last option) ✅
⚠️ Don't select "Business" or any other option! You specifically want "Create an app without a use case" — this gives you the most flexibility.
3️⃣ Business Portfolio
On the next screen, you'll be asked about connecting a business portfolio:
Select "I don't want to connect a business portfolio yet." ✅
Click Next
💡 Why? You can always connect a business portfolio later if needed. For now, keeping it simple is best.
4️⃣ Enter App Details
Now fill in the basic details:
App Name
A friendly name for your app
My CRM Leads
Contact Email
Your email address
you@yourcompany.com
💡 Tip for the app name: Use something descriptive like "Your Company CRM Leads" or "My Business Leads". This name is only visible to you in the Meta developer portal.
Click Create ✅
5️⃣ You're In! 🎉
You should now see your App Dashboard. It looks something like this:
🔑 Get Your App ID and App Secret
Now we need two pieces of information from your app. Think of them as your app's username and password.
Finding Your App ID
Look at the top of the page — you'll see "App ID: XXXXXXXXXXX"
Copy this number 📋
💡 The App ID is also visible in the URL bar:
https://developers.facebook.com/apps/YOUR_APP_ID/dashboard/
Finding Your App Secret
In the left sidebar, click App settings → Basic
You'll see:
App ID (already have this ✅)
App Secret — click "Show" next to it
Enter your Facebook password when asked
Copy the App Secret 📋
🔒 KEEP YOUR APP SECRET... SECRET! 🤫
Never share it publicly, never put it in client-side code, never post it on forums. If someone gets your App Secret, they can impersonate your app. If it's ever exposed, you can reset it from this same page.
📝 Save These Credentials
You now have two important values. Keep them handy — you'll need them in the next steps!
App ID
_______________
123456789012345
App Secret
_______________
abc123def456ghi789jkl012
❓ Do I Need to Set the App to "Live" Mode?
No! 🎉 Here's the deal:
Development (default)
Only you (the app admin/developer)
❌ No
Live
Anyone with a Facebook account
✅ Yes
Since you are creating the app and you are connecting your own pages:
✅ Development Mode is perfectly fine! You do NOT need to submit for app review or switch to Live mode.
This is the standard approach used by self-hosted integrations everywhere — WordPress plugins, CRM modules, Zapier connectors, etc.
⚠️ Common Mistakes to Avoid
🚫 Selecting "Business" app type
Adds unnecessary restrictions
Select "Other" → "Create an app without a use case"
🚫 Connecting a business portfolio
Not needed, adds complexity
Select "I don't want to connect a business portfolio yet"
🚫 Sharing your App Secret
Security risk!
Keep it private, store it only in your module settings
🚫 Trying to go "Live" right away
Not needed for your own pages
Stay in Development mode
Got your App ID and App Secret? Great! Let's set up the webhook! 👉 Configure Webhooks
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