Meta (Facebook and Instagram) Lead Ads

Last updated:

What it does

Meta Lead Ads let people sign up straight from a Facebook or Instagram ad using an instant form. This integration delivers each lead to Chorum as it happens, creating a Contact and a Deal in your CRM pipeline. You can also sync manually at any time.

Paid ads only. Instant forms belong to Meta Ads Manager and cannot be attached to ordinary posts, stories or reels. To capture leads from organic Facebook or Instagram content, link to a Chorum landing page or form instead. See Forms and lead capture.

Before you start

  • A Facebook Business Page running Lead Ad campaigns, and access to it through Meta Business Suite.
  • An admin role in Chorum.
  • The Meta integration must be enabled for your workspace. If Connect shows an error, contact Chorum support and we will switch it on.

Connect Meta

  1. Go to CRM, Settings, Lead Sources.
  2. On the Meta / Facebook card, choose Connect.
  3. Sign in to Facebook and approve access to your Pages and their leads.
  4. You return to Chorum. The card shows CONNECTED and lists your linked Facebook Pages.

How leads arrive

  • Automatically: when someone submits a Lead Ad, Meta notifies Chorum and the lead appears in your CRM within moments. Chorum checks each notification really came from Meta before accepting it.
  • Manual sync: choose Sync Now on the connection to fetch any leads since the last sync. The first sync looks back 30 days, which is handy for leads that arrived before you connected.

What gets created

  • A Contact with the person's name, email, phone and job title, with its source set to Facebook.
  • A Company, if the lead gave a company name.
  • A Deal linked to the contact and company, in the Lead stage, with a note of the Meta lead reference.

Leads with an email address that already exists in the CRM are skipped, as are leads with no email address.

Tips

  • Reply fast. Real-time delivery means you can contact someone while they still remember the ad.
  • Trigger an automation to send a welcome email or notify a sales owner. See Marketing automations and drip sequences.
  • Ask for an email address on every instant form; leads without one cannot be imported.

Troubleshooting

  • No leads arriving: check the campaign is active and has had submissions, then try Sync Now. Organic posts do not produce leads through this integration.
  • Connection stopped working: Meta sign-ins last around 60 days. Disconnect and connect again.
  • Connect shows an error: the integration may not be enabled for your workspace yet. Contact Chorum support.

Disconnecting

Choose Disconnect on the Meta connection. Leads you have already imported stay in your CRM, and new leads stop arriving for the disconnected Pages.

Related articles