Facebook & Instagram (Pages, Messenger, Lead Ads, Conversions API)
The Meta integration covers four distinct surfaces: Page management, Messenger inbox, Instagram DMs, Lead Ad form ingestion, and the Conversions API for ad attribution. They're all under one connection.
Connect Facebook
Go to Settings → Integrations → Facebook
Click "Connect with Facebook"
Sign in to the Facebook account that admins your Page (must be Admin or Editor role)
Select your Page (or Pages — you can connect multiple)
Approve all requested permissions — declining any one breaks the corresponding feature
Save
What the integration enables
| Feature | What it does |
|---|---|
| Messenger Inbox | FB messages route into Conversations, you reply from CRM |
| Instagram DMs | Same as Messenger, requires linked Instagram Business account |
| Lead Ads form ingestion | Lead-form submissions arrive in your CRM in seconds, ready for follow-up |
| Page Posts (limited) | Schedule simple posts to your FB/IG feed from CRM |
| Comments | Comments on your FB Page route to inbox, you can reply privately or publicly |
| Conversions API | Server-side ad attribution — critical post-iOS 14, dramatically improves ad targeting |
TIP — The Conversions API is a quiet superpower
Since iOS 14's app-tracking changes (April 2021), browser-based pixel tracking misses 30–60% of conversions. The Conversions API sends events server-side, recapturing most of that lost data. If you run Facebook ads, enabling the Conversions API integration alone often improves your ad ROI by 20–40%.
Setting up Facebook Lead Ads
In Facebook Ads Manager, create your Lead Ad campaign as normal
On the form configuration step, no special setup is needed
In Intellivizz CRM, go to Settings → Integrations → Facebook → Lead Ad Forms
Click "Refresh" to pull your active forms
For each form, configure: which workflow to trigger, which tags to apply, which fields map to which CRM fields
Test by submitting a test lead through the Facebook ad preview
WARNING — Meta permission renewals
Facebook OAuth tokens expire approximately every 60 days. If your integration breaks unexpectedly, the most likely cause is an expired token. Reconnect from Settings → Integrations → Facebook. Set a calendar reminder every 45 days to verify the connection still shows as Connected.
