Connect Your Pages
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?โ
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... โ
You're the admin. Here you go!"
Connect Your Facebook Accountโ
1. Go to Module Settingsโ
- In Perfex CRM, go to Meta Leads โ Settings
- Scroll down to the "Connected Pages" section
- Click the "Connect with Facebook" button
2. Log In & Grant Permissionsโ
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 โ Apps and Websites.
3. Select Pages (if prompted)โ
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 Pageโ
After connecting, you'll see a table with your Facebook Pages:
โโโโโโโโโโโโโโโโโโโโฌโโโโโโโโโโโโโฌโโโโโโโโโโโโโโโโโฌโโโโโโโโโโโ
โ Page Name โ Status โ Leads Received โ Action โ
โโโโโโโโโโโโโโโโโโโโผโโโโโโโโโโโโโผโโโโโโโโโโโโโโโโโผโโโโโโโโโโโค
โ My Business Page โ Not Active โ 0 โ[Subscribe]โ
โ Test Page โ Not Active โ 0 โ[Subscribe]โ
โโโโโโโโโโโโโโโโโโโโดโโโโโโโโโโโโโดโโโโโโโโโโโโโโโโโดโโโโโโโโโโโ
For Each Page You Want to Monitor:โ
- 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?โ
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:โ
- Go to your Facebook Page
- Click Settings
- Click Linked Accounts or Instagram
- If you see your Instagram account linked, you're good to go!
Multiple Pagesโ
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 Listโ
If you create a new Facebook Page after the initial setup:
- Go to Meta Leads โ Settings
- Click "Connect with Facebook" again
- Grant access to the new Page
- Subscribe to it
Connection Complete!โ
At this point, your setup looks like this:
โ
Meta App created
โ
App ID & Secret configured
โ
Webhook verified
โ
Page(s) subscribed and monitoring
๐ You're ready to receive leads!
Quick Testโ
Before moving on, let's verify everything works:
- Go to Meta Leads โ 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 โ Leads
Test lead not appearing? Check the Troubleshooting page.
Pages connected! App Review & Permissions or Settings Page