How to add LeadTruffle to your Meta Ads account

📝 Quick steps to invite LeadTruffle into Meta Business Suite so we can connect your Facebook and Instagram lead ads through Zapier.

Table of contents

• Open your Meta Business Suite settings
• Invite LeadTruffle
• Assign business assets
• Review and send the invitation
• Add an SMS opt-in to your Facebook form

Open your Meta Business Suite settings

1. Go to business.facebook.com and sign in to the business portfolio that owns your Facebook Page and ad account.
2. In the left sidebar, click Users → People.
3. Direct Link: https://business.facebook.com/latest/settings/business_users/?nav_ref=internal_nav

Invite LeadTruffle

1. Click Invite people in the upper right
2. Enter the email: support@leadtruffle.com
3. On the Assign access step, select Full control and toggle on everything under business portfolio access
4. Click Next

Assign business assets

This is the most important step. Grant LeadTruffle access to all three asset types so we can pull leads from your campaigns.Add all of the following:

• Facebook Pages — the Page running your lead ads
• Ad accounts — the ad account running the lead campaigns
• Instagram accounts — your Instagram account, if lead ads run on Instagram

For each asset, scroll to the Full control section on the right and toggle on every permission (e.g. Manage ad accounts, Manage Page, Manage Instagram account).

Review and send the invitation

1. On the Review invitation step, double-check the people, access level, and assets are all correct
2. Click Send invitation

That's it on the access side. LeadTruffle will accept the invite, and you can move on to the next step.

Add an SMS opt-in to your Facebook form

By default, Facebook Lead Ads forms collect a phone number but do not capture a separate SMS consent response. To enable SMS follow-up, you'll need to add a custom disclaimer with an opt-in to your Meta Instant Form.

How to add it

1. In Meta Business Suite, open the Instant Form connected to your lead ad
2. Scroll to the Custom notices section (marked Optional)
3. Click Add disclaimer
4. Set a Title (e.g. "Customer Disclaimer Responses")
5. Paste your SMS opt-in language into the Text field
6. Save the form

Recommended SMS opt-in language

Use this as your starting point — replace the business name with your own:

I agree to receive SMS messages from [Your Business Name] at the number provided regarding project details, estimates, scheduling, follow-ups, and missed-call notifications. Message frequency varies. Message and data rates may apply. Reply STOP to opt out and HELP for help. Consent is not a condition of purchase. See our Privacy Policy and Terms of Service.

Once the disclaimer is live and leads are checking the consent box, SMS will activate automatically inside LeadTruffle.

Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.

Updated on: 08/05/2026