Meta Lead Ads

Use Settings > Integrations > Meta Lead Ads when you want Facebook and Instagram lead forms to create leads inside Clean Estimate Pro.

This is now the fast setup path.

The default flow is:

1. click Connect Meta
2. sign into Meta
3. choose the page
4. start receiving leads

You do not need to paste the Meta Page ID or copy webhook values around on the common path anymore.

Clean Estimate manages the shared Meta developer app, shared webhook, and shared page-subscription logic centrally. Workspace users should only need to click Connect Meta, approve Meta, and choose the page.

What This Page Does

The guided Meta page now:

• starts the Meta login flow for you
• lets you choose which Meta page should send leads into this workspace
• subscribes that page to the shared leadgen webhook automatically
• creates or updates the underlying Meta connector for duplicate-safe lead intake

That means Meta lead ads still use the same shared pipeline as other CE Pro imports:

• duplicate suppression by leadgen_id
• import-run logging
• consistent lead creation
• optional advanced mapping later in Lead Connectors

Before You Start

Make sure you have:

• access to the Meta page that owns the lead form
• permission to manage that page in Meta
• at least one Facebook or Instagram lead form already attached to the page

If the page is available to your Meta login, CE Pro can do the rest from the guided flow.

One-Time Platform Note

The Meta developer app, webhook, and Meta app-review steps are handled once at the platform level, not by each workspace.

Your team should not need to:

• open Meta for Developers
• paste webhook URLs or verify tokens
• manage the shared app id or secret

If Meta ever blocks the shared app because it is still in app review or not yet switched to Live, that is a platform-admin task, not a workspace setup step.

Quick Setup

1. Open Settings > Integrations.
2. Open Meta Lead Ads.
3. Click Connect Meta.
4. Approve the Meta login prompt.
5. If Meta returns more than one page, click Use This Page on the one you want.
6. Wait for the success state on the CE Pro page.
7. Submit one real Meta lead form.

That is the normal setup.

If you only have one eligible page, CE Pro can finish the connection automatically right after the Meta login.

Optional Settings

After the page is connected, you can still adjust:

• Lead Source Label
• Optional Form ID

Lead Source Label

Leave this as meta unless your team wants a more specific source label for reporting.

Optional Form ID

Leave this blank if every lead form on the connected page should import.

Only save a Form ID when:

• the page has multiple lead forms
• and you only want one of them to create leads in CE Pro

If you need deeper control later, open Lead Connectors.

What Happens Behind The Scenes

When the connection finishes, CE Pro:

• stores the connected Meta page on the workspace integration record
• stores the page token needed to retrieve lead details from Meta
• creates or updates the native Meta lead connector
• keeps the connector mapped to the selected page

This is why the simple Meta page can stay easy while the shared connector pipeline still does the real lead-intake work.

Testing

The best test is one real lead-form submission from the connected Meta page.

After the test:

• the lead should appear in CE Pro
• Lead Connectors > Recent Imports should show the Meta import run
• the created lead should use the meta source label, or your custom source label if you changed it

Legacy Setup

If your workspace already had the older Meta connector saved by Page ID, the Meta screen will show that as a legacy setup.

You can keep it temporarily, but the recommended path is:

1. click Reconnect Meta
2. approve the Meta login
3. choose the page through the guided flow

That moves the workspace onto the simpler connection model.

Troubleshooting

The card says Needs Env

That means the shared server-side Meta app is missing one or more required env vars.

Your workspace cannot use the one-click Meta connect flow until those are present.

Meta login worked, but I do not see my page

Check:

• the Meta login you used actually has access to that page
• the page is the one that owns the lead form
• the Meta permissions prompt was fully approved

If needed, disconnect and run Connect Meta again.

Meta says the page is already connected

That page is already linked to another Clean Estimate workspace.

Disconnect it in the other workspace first, then run Connect Meta again here.

Meta login opens, but Meta says the app is still in review

That means the shared Clean Estimate Meta app is still waiting on Meta's platform-level review or Live-mode activation.

Your workspace setup is still the simple path, but a Clean Estimate admin must finish that one-time Meta approval before ordinary workspace users can connect pages.

I connected the wrong page

Click Reconnect Meta and choose the correct page.

I only want one form on the page to import

Save the Form ID in the optional settings area after the page is connected.

I need custom field mapping or deeper defaults

Use the Lead Connectors guide and open the advanced connector settings from the Meta page.

Related Guides

• Connecting Your Integrations
• Lead Connectors