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Marketing

Meta Lead Ads integration

Facebook and Instagram lead forms wired into the CRM, so sales can call while interest is still warm.

Overview

Meta Lead Ads

Meta Lead Ads show a form inside Facebook or Instagram, prefilled from the person's profile. Real estate agencies, dental and aesthetic clinics, gyms, driving schools and renovation companies rely on them.

The trouble starts after the submit: leads sit on the Meta Page until someone downloads them. Tejobit connects those forms straight to the CRM. The connection subscribes to the Page's leadgen field through Meta webhooks, receives each new lead ID, reads the full record through the Graph API (campaign, ad and custom question answers included) and creates the person and deal in Pipedrive or HubSpot, or a row in Google Sheets.

Use cases

What it is for

  • An estate agency advertising a two-bedroom flat that wants every lead in Pipedrive, assigned to the local agent, within seconds.
  • A dental clinic receiving first-visit requests that wants reception alerted before the patient books elsewhere.
  • A gym running a membership drive with leads landing in a sheet shared with the sales team.
  • A renovation company routing leads by job type based on form answers.
  • A marketing agency running ads for several clients that must send each Page's leads to the right CRM.
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What the connection listens to

  • The Page leadgen webhook, sent by Meta whenever a form is submitted.
  • Scheduled form checks as a safety net for leads whose notification fails.
  • New forms published on the Page, so they can be added to the field mapping.
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What the connection does

  • Reads the full lead through the Graph API, with answers, form, ad and campaign.
  • Creates the person and deal in Pipedrive, or the contact and deal in HubSpot.
  • Appends the lead to a Google Sheets tab.
  • Assigns the lead to a rep by area, campaign or round robin.
  • Notifies the rep by email, Slack or WhatsApp.

How it works

From the request to a working connection

  1. 01

    Request

    The form names the integration, the tools involved and what should happen in each case.

  2. 02

    Review and proposal

    Tejobit confirms what the API allows and sends a proposal with the flow, the price and the timeline.

  3. 03

    Setup and testing

    The connection is set up with the business's own accounts and tested with real cases before it goes live.

  4. 04

    Maintenance and monitoring

    Tejobit hosts the connection, follows up on errors and adapts it when the API changes.

The connection runs on Tejobit's infrastructure. The monthly fee covers hosting, monitoring and API changes.

What to prepare

  • A Facebook Page where the person authorising the connection can advertise.
  • A Meta app with leads_retrieval, pages_manage_metadata, pages_show_list and pages_read_engagement, approved through App Review where required.
  • Lead access set up in the Page's Leads Access Manager, if it is in use.
  • Access to the target CRM and rep assignment rules.

For security, do not send passwords, API keys or tokens through the form. Credentials are requested through a secure channel when the setup starts.

Limits

  • Meta only sends notifications when the app is installed on the Page and the app platform is not disabled in its settings.
  • Advanced permissions require Meta App Review, which can take a few days.
  • Test and real leads share the same channel; Meta's testing tool is used only during setup.
  • Data quality depends on the form: prefilled fields can carry old profile emails.

Frequently asked questions

Before you start

How fast does a lead reach the CRM?

Usually seconds after the form is submitted. The scheduled check is only a safety net.

Does it work with Instagram lead forms?

Yes. Instagram lead forms belong to the linked Page and arrive through the same webhook.

Are custom questions passed on?

Yes. Each question maps to a CRM field or a note on the deal.

Can several Pages feed different CRMs?

Yes. Each Page has its own destination rule, which suits agencies with many clients.

Set up the Meta Lead Ads integration?

Describe what should pass between the tools. The reply confirms feasibility, price and timeline.