Integrations · help center

Connect Meta and Facebook Lead Sources

Authorize the correct business assets and verify a lead reaches the intended workspace.

Step-by-step helpClear next action
Help centerSearchable
Search workflows, answers, and playbooks

Find the exact next step

Capture the signalPractical operator guidance
Move the deal forwardPractical operator guidance
Know when a human decidesPractical operator guidance
Built to scan quickly Clear next action
Useful answers—without the filler
Back to Integrations

Use the correct business identity

Open Settings → Integrations and choose the Meta or Facebook connection. Sign in as a person who has access to the intended business, page, ad account, and lead form, then select only the assets this workspace needs.

Verify routing

Create a company-controlled test lead through the intended form. Confirm the contact, source, lead type, campaign context, pipeline stage, and follow-up rule. Remove or suppress the test before real outreach.

If forms or pages are missing, check the permissions granted to the signed-in Meta user and whether the correct business portfolio is selected. Avoid creating a second connection until the existing authorization is understood.

Open Integrations

See it on your workflow

Still need a hand?

Book a short walkthrough and we’ll show you the exact setup on your workflow.

Connect Meta and Facebook Lead Sources — GetsYou.ai Help Center