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 Accessโ
Go to Meta Leads โ Settings in the Perfex CRM sidebar.
Or navigate directly to: https://yourcrm.com/admin/facebookleadsintegration
Statistics Dashboardโ
At the top, you'll see four stat boxes showing your monthly performance:
| Stat | What It Shows | Color |
|---|---|---|
| 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 Statusโ
Three indicators show if everything is connected:
| Indicator | What It Means |
|---|---|
| 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 Buttonsโ
| Button | What It Does |
|---|---|
| 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 Settingsโ
| Setting | Description | Example |
|---|---|---|
| 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 Settingsโ
These are read-only values generated by the module:
| Setting | What It Is |
|---|---|
| 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 Settingsโ
Configure how new leads are handled in Perfex CRM:
| Setting | What It Does | Recommendation |
|---|---|---|
| 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!
Optionsโ
| Option | Default | Description |
|---|---|---|
| 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 Pagesโ
At the bottom of the settings page, you'll see your connected Facebook Pages:
| Column | Description |
|---|---|
| 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 Assignmentโ
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:
| Page | Assigned To | What Happens |
|---|---|---|
| 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.
Managing Pagesโ
| Action | How |
|---|---|
| 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 Settingsโ
The module also adds a tab in Setup โ 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