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Meta lead generation forms

Sync Meta (Facebook and Instagram) lead ad forms into Conversion.
Sync a Meta lead generation form to bring new leads from that ad form into Conversion as contacts and form submissions. See Lead generation forms for how leads are captured and how synced forms behave.

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Prerequisites

Before you sync a Meta form:
  1. Connect Meta Ads Manager under Ads settings. The connected account must manage at least one Page that has lead generation forms.
  2. Confirm the connecting user has the required permissions below.
  3. Open Forms and use New form → Sync a Meta form.
Sync options appear in the New form menu when lead generation forms are enabled for your workspace.

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Required permissions

The user who connects Meta in Ads settings needs specific access on Meta, not just “admin” in general. If a sync stops working, a permissions change is one of the most likely causes, so check these first. The connected Facebook user must have:
  • Admin access to the ad account.
  • Admin access to the Page.
  • Leads access to the Page. This comes by default with admin access, but it can be turned off separately in the Page’s Leads Access Manager, so admin access alone doesn’t guarantee it.
The ad account and the Page must also be owned by the same Meta Business Manager. If they sit in different Business Managers, Conversion won’t see the Page’s forms even if the connected user is an admin on both.
Meta access tokens don’t expire on their own, but they can silently stop working if the connected user changes their Facebook password, or loses admin or leads access on the Page or ad account. If a sync that used to work suddenly fails, reconnect Meta with a user who currently has all three permissions above, rather than assuming the token expired.
See Meta’s requirements in HubSpot’s guide to troubleshooting Facebook Page lead syncing, which documents the same permissions model.

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Sync a Meta form

  1. Click New form → Sync a Meta form.
  2. Select a Page, then select the lead generation Form on that Page.
  3. Choose which form question maps to Email. Email is required so Conversion can identify contacts.
  4. Optionally map other form fields to Conversion contact or company fields. Leave a field blank to skip it. Use Overwrite on a mapped field if submissions should replace an existing value on the contact.
  5. Click Sync form.
Conversion creates a form of type Meta lead generation form in your Forms list.

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Test a submission

Use Meta’s Lead Ads Testing Tool to create a test lead for your synced form.
  1. Open the Lead Ads Testing Tool and sign in with a Facebook user that has access to the Page and form.
  2. Select the Page and lead generation Form you synced to Conversion.
  3. Create a test lead and submit it.
  4. Refresh the tool and confirm the payload was successfully delivered. Meta sometimes fails to send the lead; do not wait in Conversion until the tool shows a successful delivery.
  5. Open the synced form in Conversion and check the Submissions tab. It can take a few minutes for the submission to appear after Meta delivers it.
Use a unique test email each time so you can tell new submissions apart from earlier tests.

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Troubleshooting