Welcome to Meta Leads for Perfex CRM
Facebook & Instagram Leads Integration Moduleโ
info
Automatically capture leads from Facebook & Instagram Lead Ads and sync them directly into your Perfex CRM - in real-time, with zero manual work.
What Does This Module Do?โ
In simple terms:
- Someone sees your Facebook or Instagram ad
- They fill out a lead form (right inside Facebook/Instagram - no website needed!)
- The lead is instantly sent to your Perfex CRM
- You get a new lead with all their info, ready to follow up
No copy-pasting. No CSV exports. No delays. Fully automatic.
Key Featuresโ
| Feature | Description |
|---|---|
| Real-Time Sync | Leads arrive in your CRM within seconds |
| Facebook + Instagram | Works with both platforms (same setup!) |
| Multiple Pages | Monitor multiple Facebook Pages at once |
| Field Mapping | Map Facebook form fields to any Perfex CRM field |
| Retry Queue | Failed syncs automatically retry |
| Duplicate Detection | Prevents importing the same lead twice |
| Sync History | Full log of every lead sync (success, failed, skipped) |
| Setup Wizard | Guided step-by-step setup in minutes |
| Test Lead | One-click button to test the full flow |
| Email Notifications | Get notified when new leads arrive |
| Secure | Webhook signature verification, server-side token exchange |
How Long Does Setup Take?โ
About 10-15 minutes if you follow this guide step by step.
Here's the overview:
Install module in Perfex CRM โ 2 minutes
Create Meta App โ 3 minutes
Configure Webhook โ 2 minutes
Connect your Facebook Page โ 2 minutes
Create a Lead Ad campaign โ 5 minutes
Done! Leads flow automatically!
How to Use This Guideโ
Use the sidebar to navigate through the sections in order:
- Getting Started - Check requirements and install the module
- Facebook App Setup - Create your Meta app and configure the webhook
- Module Configuration - Configure the module settings in Perfex CRM
- Lead Ads - Learn about Lead Ads and create your first campaign
- Help & Support - Troubleshooting, FAQ, and changelog
tip
Follow the guide from top to bottom for the best experience. Each step builds on the previous one!
Need Help?โ
- Check the Troubleshooting page
- Browse the FAQ
- Contact us at [email protected]
- Visit themesic.com/support
Ready to get started? Requirements