🧪Testing Leads

Before going live, let's make sure everything works perfectly! Here are multiple ways to test. 🔬

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Method 1: Module's Built-In Test Lead (Easiest! ⭐)

The fastest way to test the complete flow:

1. Go to Meta Leads → Settings

2. Click "Send Test Lead" button 📨

3. A test lead will be created in Perfex CRM

4. You'll be asked: "Test lead created! Would you like to view it?"

5. Click Yes to see the lead 🎉

What This Tests:

• ✅ Module is working

• ✅ Lead creation in Perfex CRM

• ✅ Default assignment, source, and status

• ✅ Field mapping for standard fields

What This Doesn't Test:

• ❌ Facebook webhook delivery

• ❌ Facebook → your server connection

• ❌ Real Facebook form field names

💡 Use this for a quick sanity check, then move to Method 2 for a full test.

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Method 2: Facebook Lead Ads Testing Tool (Recommended! ⭐⭐)

This is the best way to test the complete flow — from Facebook all the way to your CRM, without spending any money on ads.

Step-by-Step:

1. Go to: 👉 https://developers.facebook.com/tools/lead-ads-testing/

2. Select your Page from the dropdown

   • Choose the Page you subscribed in the module

3. Select a Form (or create a test form)

   • If you haven't created a Lead Form yet, you'll need to create one first in Ads Manager

   • Or just create a quick test form (see below)

4. Click "Create Lead" 🧪

5. Within seconds, check your Perfex CRM:

   • Go to Leads — you should see a new lead! 🎉

   • Go to Meta Leads → Sync History — you'll see the sync entry

What This Tests:

• ✅ Everything! The complete real-world flow

• ✅ Facebook sends real webhook data

• ✅ Your server receives and processes it

• ✅ Lead is created in Perfex CRM

• ✅ Field mapping works with real Facebook field names

🎯 This is the definitive test. If this works, real Lead Ads will work too.

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Method 3: Test Connection Button

Tests your credentials and permissions (but not lead delivery):

1. Go to Meta Leads → Settings

2. Click "Test Connection" 🔍

3. You should see:

✅ App Credentials: Valid
   App ID is configured and accessible

✅ Access Token: Valid  
   Token is valid and has access to your pages

✅ Permissions: All required permissions granted
   pages_show_list, pages_read_engagement, leads_retrieval, 
   pages_manage_ads, ads_management

⚠️ If any permission shows as missing, reconnect Facebook (Connect with Facebook button in the Pages section).

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Method 4: Create a Quick Test Form

If you don't have a Lead Form yet for the Testing Tool:

1. Go to Ads Manager

2. Click "+ Create" → Objective: Leads

3. Set up a basic ad set (budget, audience — doesn't matter for testing)

4. In the Ad section, click "Create Form"

5. Add these basic fields:

   • Full Name

   • Email

   • Phone Number

6. Add a privacy policy URL (any URL works for testing)

7. Save the form (you don't need to publish the campaign!)

8. Now go back to the Testing Tool — your form will appear in the dropdown

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🔍 Checking Sync History

After any test, check the Sync History page:

1. Go to Meta Leads → Sync History

2. You'll see a table with all sync attempts:

Column	Example	Meaning
Date/Time	2026-02-06 10:30:15	When the lead was received
Meta Lead ID	123456789	Facebook's internal lead ID
Perfex Lead	#42 — John Smith	The created lead in Perfex (with link)
Status	✅ Success	Whether the sync was successful
Message	Lead created successfully	Details about the sync

Status Types:

Status	Meaning	What to Do
✅ Success	Lead created in Perfex	Nothing — it worked! 🎉
❌ Failed	Something went wrong	Check the error message
⚠️ Skipped	Lead was a duplicate	Expected if duplicate detection is on
🔄 Pending	In retry queue	Will be retried automatically

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✅ Testing Checklist

Run through this checklist to make sure everything works:

• ✅ Test Connection — All green checkmarks

• ✅ Send Test Lead — Lead appears in CRM

• ✅ Facebook Testing Tool — Lead appears in CRM via webhook

• ✅ Check Sync History — Entry shows "Success"

• ✅ Check the Lead — All fields are correctly mapped

• ✅ Check Assignment — Lead is assigned to the right staff member

• ✅ Check Source — Lead has the correct source

• ✅ Check Status — Lead has the correct initial status

• ✅ Email Notification — Email received (if enabled)

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🚨 Test Failed?

Don't panic! Check the Troubleshooting page for solutions to common issues.

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🎉 All Tests Passed?

Congratulations! 🥳 Your Meta Leads integration is fully set up and working!

Now you can:

1. 🎯 Create and run real Lead Ad campaigns

2. 📊 Monitor leads in Sync History

3. 👤 Follow up with leads in Perfex CRM

4. ☕ Sit back and let automation do the work!

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Having issues? Check 👉 Troubleshooting