🎛️Settings Page
The main settings page is your command center for managing the Facebook & Instagram Leads integration. Here's everything you can do! ⚙️
🔗 How to Access
Go to Meta Leads → Settings in the Perfex CRM sidebar.
Or navigate directly to: https://yourcrm.com/admin/facebookleadsintegration
📊 Statistics Dashboard
At the top, you'll see four stat boxes showing your monthly performance:
🟢 Synced This Month
Successfully imported leads
Green
🔴 Failed This Month
Leads that failed to import
Red
🟡 Pending Retry
Leads waiting to be retried
Yellow
🔵 Total This Month
All leads attempted
Blue
🔌 Connection Status
Three indicators show if everything is connected:
🟢 App Credentials — Configured
Your App ID & Secret are saved
🟢 Webhook — Verified
Facebook successfully verified your webhook
🟢 Access Token — Token Saved
You've connected with Facebook and a token is stored
🎯 Goal: All three should be green! 🟢🟢🟢
Action Buttons
🔍 Test Connection
Verifies your credentials, token, and permissions with Facebook
📨 Send Test Lead
Creates a fake test lead to verify the full flow
⚙️ Meta App Settings
App ID
Your Meta App's unique identifier
123456789012345
App Secret
Your Meta App's secret key
abc123... (click 👁️ to show)
🔒 The App Secret is hidden by default. Click the eye icon to reveal it.
After making changes, click "Save Settings" 💾
🔗 Webhook Settings
These are read-only values generated by the module:
Webhook Callback URL
The URL Facebook sends lead data to
Verify Token
The secret token used during webhook verification
Click the 📋 Copy button to copy each value.
💡 These values never change unless you reinstall the module. Once configured in Facebook, you don't need to touch them again.
👤 Lead Settings
Configure how new leads are handled in Perfex CRM:
Default Assigned Staff
Who gets assigned to new leads (global fallback)
Pick your main sales person
Default Source
Lead source tag
Create a "Facebook" or "Meta Leads" source
Default Status
Initial status for new leads
Usually "New" or "Not Contacted"
💡 Note: The Default Assigned Staff acts as a global fallback. You can override this per page in the Connected Pages section below. For example, leads from Page A can go to Alice, while leads from Page B go to Bob. See Per-Page Lead Assignment below!
Options
☑️ Enable duplicate detection
Off
Prevents importing the same lead twice (based on email)
☑️ Send email notifications
On
Sends an email to the assigned staff when a new lead arrives
💡 Recommended: Enable duplicate detection if you run campaigns with frequent leads. This prevents the same person submitting twice from creating duplicate entries.
📄 Connected Pages
At the bottom of the settings page, you'll see your connected Facebook Pages:
Page Name
Your Facebook Page's name
Status
🟢 Monitoring or ⚪ Not Monitoring
Leads Received
Total leads received from this Page
Assign Leads To
Staff member dropdown — pick who gets leads from THIS specific page
Action
Subscribe/Unsubscribe button
🎯 Per-Page Lead Assignment
This is a powerful feature that lets you route leads from different Pages to different staff members! 🏆
How it works:
Each Page has its own "Assign Leads To" dropdown 📋
Select a staff member to assign all leads from that page to that person
Leave it as "— Use Global Default —" to fall back to the global Default Assigned Staff setting
Changes save automatically — no need to click Save! ⚡
Example scenario:
🏪 My Restaurant
Alice (Sales Rep)
All restaurant leads go to Alice
🏠 My Real Estate
Bob (Property Agent)
All real estate leads go to Bob
🛒 My E-Shop
— Use Global Default —
Uses whatever is set in "Default Assigned Staff" above
💡 Priority order: Per-page assignment always wins over the global default. If a page has a specific staff member set, that's who gets the lead — regardless of the global setting.
🔧 Pro tip: This also works for per-page lead source and status overrides (coming in a future UI update — the database is already ready for it!).
Managing Pages
Add Pages
Click "Connect with Facebook"
Subscribe
Click green "Subscribe" button
Unsubscribe
Click red "Stop Monitoring" button
Refresh
Click "Connect with Facebook" again
Assign Staff
Select from the "Assign Leads To" dropdown
💾 Settings in Perfex CRM's Main Settings
The module also adds a tab in Setup → Settings (Perfex's global settings page) with quick access to:
App ID
App Secret
Webhook URL & Verify Token
Default lead settings
Links to full settings, sync history, and field mapping
💡 This is a shortcut — all the same settings are available on the main module settings page.
Need to configure field mapping? 👉 Field Mapping
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