Meta Lead Ads

Current V2 status (2026-09-02): Meta Lead Ads is live in V2. The guided screen connects a page through Meta's login, subscribes it to lead forms, and creates the workspace's Meta lead connector. The shared Meta developer app must be configured for the environment; until it is, the card says Needs Env.

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

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 a Meta Page ID or copy webhook values around. Clean Estimate manages the shared Meta developer app, the shared webhook, and the page subscription centrally. Workspace users only click Connect Meta, approve Meta, and choose the page.

Only members with the manage integrations permission and access to every location can connect or disconnect Meta.

What This Page Does

The guided Meta page:

• 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 lead connector for duplicate-safe lead intake

Meta lead ads use the same shared pipeline as every other CE Pro import:

• duplicate suppression by the Meta lead id (a redelivered lead is replayed, not imported twice)
• an import run for every lead in Lead Connectors > Recent Imports and on this page
• the Review Queue when a form leaves out a name, a contact method, or a service address
• normal CE Pro lead creation: a client, a service property, the pipeline's first stage, and the lead.created event
• 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, or manage the shared app id or secret.

If the card says Needs Env, the shared server-side Meta app is missing one or more of its settings (app id, app secret, webhook verify token, Graph API version). That is a platform-admin task, not a workspace setup step. If Meta blocks the shared app because it is still in app review or not yet switched to Live, that is also a platform-admin task.

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: it names the connected page and says whether Meta confirmed the lead form subscription.
7. Submit one real Meta lead form.

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

Optional Settings

After the page is connected, you can still adjust:

• Lead Source Label: must match one of your active lead source names (for example Meta) to be applied to the lead; otherwise the lead is created without a source.
• Optional Form ID: leave it blank if every lead form on the connected page should import. Save a Form ID only when the page has multiple lead forms and you want a single one to create leads in CE Pro; leads from other forms on the page are then ignored.

Field aliases, an assigned rep, a notes prefix, and the Review Queue live in Lead Connectors.

How Meta's Fields Map

Meta's standard questions map onto the CE Pro lead fields on their own:

Custom questions are kept by their question text: a matching field alias in Lead Connectors claims them, and anything unclaimed becomes a note line, so nothing the customer typed is lost.

What Happens Behind The Scenes

When the connection finishes, CE Pro:

• creates or updates the native Meta lead connector, mapped to the selected page
• stores the page access token needed to retrieve lead details from Meta where only the service can read it (managers never see it)
• subscribes the page to the shared leadgen webhook

When Meta announces a new lead, CE Pro verifies the webhook signature with the shared app secret, records the lead as a Received import run, and answers Meta straight away. A background job then fetches the lead's answers from Meta with the page token (retrying if Meta is slow) and hands them to the connector intake. A lead that can never be fetched (the page was disconnected in the meantime) shows as Failed in Recent imports.

A page can be connected to one workspace at a time.

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
• Recent imports on the Meta page and Lead Connectors > Recent Imports should show the Meta import run as Received for a moment (CE Pro answers Meta at once and fetches the lead right after) and then as Imported (or Review required when the form left out a name, a contact method, or a service address; complete it in the Review Queue)
• the created lead should carry your Lead Source Label when it names an active lead source

Reconnecting And Disconnecting

• Reconnect Meta runs the login again: choose the same page to refresh its token, or another page to move the workspace to it. The connector and its history stay.
• Disconnect pauses the connector and forgets the page token. Lead forms on the page stop creating leads until you connect again; nothing submitted while disconnected is kept.

Troubleshooting

The card says Needs Env

The shared server-side Meta app is missing one or more required settings. Your workspace cannot use the one-click Meta connect flow until a platform admin adds them.

Meta login worked, but I do not see my page

Check that the Meta login you used actually has access to that page, that the page is the one that owns the lead form, and that the Meta permissions prompt was fully approved. If needed, click Reconnect Meta and approve everything.

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 click Connect Meta again here.

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

The shared Clean Estimate Meta app is still waiting on Meta's platform-level review or Live-mode activation. A Clean Estimate admin must finish that one-time approval before 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 Optional Form ID after the page is connected.

Leads stopped arriving

Open the Meta page and check the connection state. A token Meta revoked shows up as leads that no longer import; click Reconnect Meta to issue a fresh one.

Related Guides

• Lead Connectors
• Connecting Your Integrations