Testing Leads

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

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

tip

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

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

info

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

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

warning

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

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

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

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)

Test Failed?

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

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!

Having issues? Troubleshooting