Meta Integration

Facebook Lead Ads CRM Integration & Source Setup

Maintain Facebook account connections and the settings used alongside BizCompass CRM, from Page and Form List records to Meta Conversions API configuration. Account controls, integration logs and lead-source settings help your team keep the connection and its supporting information organized.

Meta Integration

Connect & Maintain Facebook Account Authorizations

Keep the Facebook accounts used for your CRM integration identifiable and maintain their connection settings. Validation and re-authentication controls help your team revisit account authorization when changes or connection checks are needed.

Connect & Maintain

Identify Facebook Pages & Lead Forms

Find the Facebook Pages and lead-form records available through the integration views. Form details and campaign or tracker filters help your team identify the relevant Meta assets when checking lead-ad configurations.

Identify Facebook

Configure Conversions API & Examine Integration Logs

Maintain Facebook Conversions API settings with the available testing controls. Error and conversion-history views provide a place to examine integration messages and request details when records are available, helping your team investigate configuration issues.

Integration Logs

Define Where Your Sales Enquiries Originate

Maintain online and offline channels, with more specific mediums associated with each source. Consistent channel and medium classifications give your sales and campaign teams a shared way to identify different enquiry origins.

Enquiries Originate

Connect Channels With Primary & Secondary Lead Sources

Associate channels and mediums with primary and secondary source categories to keep enquiry classifications more specific. These source settings also appear in campaign-tracker configuration, helping your team use consistent source information across CRM and campaign records.

Connect Channels

Frequently Asked Questions

BizCompass provides Meta account connection controls, Facebook Page and Form List interfaces, Conversions API configuration, integration logs, and CRM channel and source settings. These features support the management of Facebook-related CRM configurations.