ABSS CRM · Settings

Meta Lead Ads

Meta Lead Ads is where you connect your company to Facebook, choose the Facebook Pages that run your lead ads and turn on Auto Sync. Once a Page is syncing and its forms are mapped, everyone who fills in a lead ad form arrives in ABSS CRM as a lead.

Who it's for: Owners, admins and marketers who run lead ads on Facebook
Where to find it: SettingsMeta Lead Ads
What you need: A plan that includes Meta Lead Ads, and a Meta account that manages your Facebook Page

Meta Lead Ads walkthrough

Coming soon

What you can do here

Connect your company to Facebook, and reconnect when the connection runs out.
See whether the connection is working, which Meta user it belongs to and when it expires.
Choose the Facebook Pages whose lead ads you want in ABSS CRM.
Turn Auto Sync on or off for each Page.
Go on to Lead Ads forms to map each form to lead fields.
Disconnect Facebook from your company.

Before you start

Have these ready before you connect.

How to open Settings: Choose the Settings gear icon in the top bar. It opens All settings, where you pick Meta Lead Ads under Integrations, either on the page or in the menu on the left. Close takes you back to the Dashboard.
Meta Lead Ads in your plan: Your plan must include Meta Lead Ads. If it does not, the screen shows Meta Lead Ads is not available on your plan instead of the connection.
A Meta account that manages your Page: You log in to Facebook with this account when you connect. ABSS CRM lists only the Facebook Pages that this Meta user manages, so use the account that manages the Pages your lead ads run on.
An active lead source named Meta Ads: Every lead that comes from a lead ad is given the source Meta Ads. ABSS CRM comes with this source. Check that it is in your list under Lead Source and is active.
One connection for the company: A company has one Facebook connection. Whoever connects it, everyone in the company works with the same connection, Pages and forms.

Note: If your plan does not include Meta Lead Ads, what you see depends on the plan. On a free plan, an Upgrade plan button opens the ABSS plans page in a new tab. On a custom plan, the button reads Contact support: ask your account administrator to contact support about a plan change.

Connect Facebook

Connecting takes a minute. You approve the access on Facebook, and Facebook sends you back to ABSS CRM.

Open Settings → Meta Lead Ads
The screen is titled Meta Lead Ads. Before you connect, the status reads Not connected and a message asks you to choose Connect Facebook.
Choose Connect Facebook
The button is at the top right. Your browser leaves ABSS CRM and opens Facebook in the same tab.
Log in and approve on Facebook
Log in with the Meta account that manages your Pages, then follow the steps Facebook shows to give ABSS CRM access.
Come back to ABSS CRM
Facebook returns you to Meta Lead Ads. ABSS CRM confirms that Facebook is connected, the status changes to Connected and your Facebook Pages are listed below it.

Note: If you cancel on Facebook, ABSS CRM tells you the connection was cancelled and nothing changes. If the connection fails, ABSS CRM shows the reason. Use the same button to try again.

Check the connection

The top of the screen tells you whether leads can arrive right now.

Status: A coloured tag that tells you where the connection stands. The table below explains each one.
Auto Sync Active: A green tag beside the status. It shows when the Page currently marked Selected has Auto Sync turned on.
Meta user: The name of the Facebook user the connection belongs to, with their Meta user ID in brackets.
Connected at: The date and time Facebook was connected.
Token expires at: The date and time the connection runs out. After that, leads stop arriving until you reconnect.
View forms: A button at the top of the screen while Facebook is connected. It opens Lead Ads forms.
Reconnect Facebook: Once Facebook has been connected, the Connect Facebook button reads Reconnect Facebook. It takes you through the same steps as connecting.
Retry status: Shown while Facebook is not connected. It checks the connection again.

Status	What it means	What you do
Not connected	Facebook has not been connected for your company yet.	Choose Connect Facebook.
Connected	The connection is working. You can choose Pages, and leads can arrive.	Nothing. Choose your Pages and turn on Auto Sync.
Token invalid	The connection has run out, or Facebook no longer accepts it. No leads arrive.	Choose Reconnect Facebook.
Error	The last attempt to connect did not finish. The reason is shown in red under the status.	Choose Reconnect Facebook.
Disconnected	Someone chose Disconnect. No leads arrive.	Choose Connect Facebook when you want to use it again.

Warning: When the connection has run out or Facebook no longer accepts it, the screen shows Facebook connection needs attention with a Reconnect Facebook button. No leads arrive until you reconnect, so check this screen if leads from your ads stop.

Choose your Facebook Pages

Once Facebook is connected, the Choose Facebook Page section lists every Page the Meta user manages. Select each Page whose lead ads you want in ABSS CRM.

Page name, ID and category: Each Facebook Page the Meta user manages has its own tile, with the name, the ID and the category Facebook gives it.
Select or Selected: Select sets the Page up for ABSS CRM. The Page you selected most recently is highlighted and its button reads Selected.
Auto Sync button: In the top corner of the tile. It reads Select & Enable Auto Sync for a Page you have not selected yet, Enable Auto Sync for a Page you have selected, and Disable Auto Sync while Auto Sync is on.
Auto Sync tag: A green tag beside the Page name while Auto Sync is on for that Page.
Refresh: Reloads the list of Pages from Facebook.

Find the Page
Look for the Page your lead ads run on. Choose Refresh if a Page you expect is missing.
Choose Select
ABSS CRM confirms that the Page is selected. The tile is highlighted and its button changes to Selected.
Repeat for your other Pages
Only the Page you chose last is highlighted. The Pages you selected before it stay set up: their forms still appear in Lead Ads forms and their Auto Sync setting does not change.

Note: If the section says No Facebook Pages were found for this Meta user, make sure the Meta user manages at least one Facebook Page, then choose Retry. If the Pages cannot be loaded, choose Retry or reconnect Facebook.

Turn Auto Sync on for a Page

Auto Sync brings each new lead ad submission on a Page into ABSS CRM without anyone doing anything.

Find the Page in Choose Facebook Page
The Auto Sync button is in the top corner of the tile. Hold the pointer over it to read what it will do.
Choose Enable Auto Sync
On a Page you have not selected yet, the button reads Select & Enable Auto Sync and does both things in one go.
Check the tile
ABSS CRM confirms that automatic lead sync is enabled. A green Auto Sync tag appears beside the Page name and the button changes to Disable Auto Sync.
Map the forms on the Page
Choose Continue to forms at the bottom of the screen, or View forms at the top. Both open Lead Ads forms, where you map each form to lead fields.

Warning: Auto Sync on its own is not enough. A submission becomes a lead only when its form is mapped. Map every form you advertise with before your ads go live.

Turn Auto Sync off for a Page

Turn it off when you want to stop new submissions on one Page from arriving on their own.

Choose Disable Auto Sync on the Page
A window titled Disable Auto Sync? asks you to confirm.
Choose Disable Auto Sync
ABSS CRM confirms that automatic lead sync is disabled and the green tag disappears. Cancel leaves Auto Sync on.

New submissions on that Page no longer arrive automatically. Your other Pages are not affected, and the leads you already have stay as they are. You can still bring in submissions yourself with Sync in Lead Ads forms.

See what happens when someone submits a lead ad

With Auto Sync on and the form mapped, a submission turns into a lead on its own.

A person fills in your lead ad on Meta. The form's mapping decides which lead field each answer goes to, and the result is a new lead in ABSS CRM.

Where it appears: On the Leads list, as a new lead with the next Lead ID.
Source: Always Meta Ads. See Lead Source.
Status: The first status in your Lead Status list, which is New.
Assigned To: The user who first selected that Facebook Page in ABSS CRM. Every lead from the Page goes to that user. Change Assigned To on the lead if someone else should follow it up.
Details: The answers the person gave, placed in the lead fields you chose when you mapped the form. See Lead Ads Forms.
Duplicates: The same submission never becomes a lead twice. A submission is also left out when a lead with the same company name and phone number already exists.

A submission becomes a lead only when all of these are true:

Check	What must be true
Connection	The status on this screen is Connected.
Auto Sync	Auto Sync is on for the Page the form belongs to.
Mapping	The form shows Mapped in Lead Ads forms. Submissions to a form that is not mapped do not become leads.
Name and phone	The submission has a value for the fields you mapped to Full name and Phone.
Lead source	Your company has an active lead source named Meta Ads.
Plan limit	Your plan still has room for more leads. Leads from Meta count towards the same lead limit as every other lead.

Tip: Submissions that were missed, for example because the form was not mapped yet, can be brought in later with Sync in Lead Ads forms.

Disconnect Facebook

Disconnect when your company no longer wants leads from Facebook.

Choose Disconnect
The button is at the top of the screen once Facebook has been connected. A window titled Disconnect Meta? tells you that the Facebook connection for your company will be removed and that you can reconnect later.
Choose Disconnect again
ABSS CRM confirms, and the status changes to Disconnected. Cancel keeps the connection.

Warning: Disconnecting clears every selected Page and turns Auto Sync off for all of them, so no leads arrive. Leads already in ABSS CRM stay, and so do the form mappings you saved. After you connect again, select your Pages and turn Auto Sync on again.

Rules to know

The rules behind this screen, in one place.

Topic	Rule
Plan	Meta Lead Ads must be part of your plan. Without it, the screen shows a message instead of the connection.
One connection	One Facebook connection for each company, shared by all its users.
Pages listed	Only the Facebook Pages managed by the connected Meta user.
Selected Pages	You can select several Pages. Only the latest one reads Selected, but Pages you selected earlier stay set up and keep their Auto Sync setting.
Auto Sync	Set for each Page, and it can be on for several Pages at once. It covers every mapped form on the Page.
Mapped forms only	Auto Sync creates leads only for forms that are mapped in Lead Ads forms.
When the connection stops	While the status is Token invalid, Error or Disconnected, no leads arrive. Reconnect to start again.
Lead source	Leads from Meta use the source Meta Ads. Without an active source of that name, no leads are created.
Starting status and owner	Leads start on the first status in your list and are assigned to the user who first selected the Page.
Disconnecting	Clears every selected Page and turns Auto Sync off for all of them. Leads already in ABSS CRM and saved form mappings are kept.
View-only mode	While ABSS CRM is view-only, Connect Facebook and Disconnect are greyed out.