Connect Facebook lead ads, step by step

Do these six steps once and every Facebook and Instagram lead-form enquiry lands in Realty CRM within a minute, in the right project. Allow 30 to 45 minutes on a computer. The same steps, with your own callback URL and verify token filled in, are on Settings → Integrations → Facebook pages → Setup guide.

Before you start

• The Facebook account with full control of your business page (a Page admin, or an admin of the business portfolio that owns it).
• Your Realty CRM login as Super Admin or Admin.
• At least one lead form (Instant Form) on the page.
• The link to the privacy policy page on your website.

Step 1: Create your Meta app

1. Open developers.facebook.com with that Facebook account. If asked, register as a developer.
2. Click Create app. Name it, for example Your Company Leads (without the words Facebook, Meta or FB), and enter your email.
3. Use case Other → app type Business → choose the business portfolio that owns your page → Create app.
4. Open App settings → Basic. Copy the App ID; click Show next to App secret and copy it.
5. On the same page fill Privacy policy URL and Category (Business and pages), then Save changes.

Keep the App secret private: paste it only into Realty CRM, never into WhatsApp or email.

Step 2: Switch on lead ads in Realty CRM

1. Open Settings → Integrations, card Facebook & Instagram lead ads, and turn it On.
2. Next to Webhook verify token click New.
3. Paste the Meta App ID and App secret, leave Single page token empty, and click Save.

Do this before step 3: Meta checks with Realty CRM when you save the webhook.

Step 3: Connect the webhook in your Meta app

1. In your app click Add product, then Set up on Webhooks.
2. In the drop-down at the top choose Page, then Subscribe to this object.
3. Paste the Callback URL and Verify token from Facebook pages → Setup guide, step 3, and click Verify and save.
4. In the list of Page fields, find leadgen and click Subscribe.

Step 4: Connect your pages and choose projects

1. Open the Graph API Explorer. Under Meta App choose your app; under User or Page choose User Token.
2. Under Permissions add: pages_show_list, pages_read_engagement, pages_manage_metadata, leads_retrieval, pages_manage_ads, ads_management, business_management.
3. Click Generate Access Token, select all your pages, allow every permission and copy the token (it starts with EAA).
4. In Realty CRM open Settings → Integrations → Facebook pages → Connect pages. Paste the token, click Find my pages, tick each page, choose its project and click Connect.
5. Each page should show Permissions OK, Webhook on and Permanent token. Lead forms for different projects? Choose a project per form on the page card; a form's project wins over the page's.

Step 5: Send a test lead

1. Open Meta's Lead Ads Testing Tool and choose your page and a form.
2. If it shows an earlier test lead, click Delete lead; then click Create lead.
3. Within a minute the page on the Facebook pages screen shows Test lead received: the connection works. Test leads have only dummy answers and no phone number, so they are not added to Leads; leads from your ads are. Nothing after 2 minutes? Click Check and Sync now on the page. Delete the test lead in the testing tool afterwards.

"Sync now" fetches any leads from the last 7 days that did not arrive by themselves; the CRM also does this every hour. To bring in older leads (for example from before you connected the page), click Import older leads on the page: Facebook keeps leads for 90 days. They keep the date the customer sent the form, are assigned by your lead rules and get no welcome or follow-up messages. A lead without a valid mobile number cannot be added: make the phone number question required in your lead form.

Step 6: Switch the app to Live

Until you do this, only test leads arrive, not your real customers' leads.

1. In your app dashboard switch App mode from Development to Live. If Meta asks, finish App settings → Basic first.
2. Open Business settings → Integrations → Leads access and choose your page. If CRMs are listed there, assign your app.
3. Ask a colleague who does not manage the page to fill your live ad's form once, and check that it arrives.

If something does not work

Realty CRM checks each page every hour and fetches any lead missed in the last 7 days. Floating Infotech support can do the Realty CRM part with you on a call: raise a request from Help & support. We never ask for your Facebook password.