> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.leadtruffle.co/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # How to connect Facebook and Messenger to LeadTruffle 📝 *Connect your Facebook Pages to LeadTruffle to capture Instant Form leads, auto-reply to Messenger with AI, and track ad performance.* --- ## Table of contents * [Overview](#2-overview) * [What LeadTruffle handles](#2-what-leadtruffle-handles) * [Step 1: Connect Facebook and choose your Pages](#2-step-1-connect-facebook-and-choose-your-pages) * [Step 2: Set up Instant Form text and email follow-up](#2-step-2-set-up-instant-form-text-and-email-follow-up) * [Step 3: Set up and use Facebook Messenger](#2-step-3-set-up-and-use-facebook-messenger) * [Ad Performance and Activity](#2-ad-performance-and-activity) * [Troubleshooting](#2-troubleshooting) --- ## Overview The Meta connection links your Facebook Pages to LeadTruffle so you can handle two different kinds of inquiries in one place, plus review how your ads are performing. * **Instant Form (Lead Ads) submissions** are captured as leads, and LeadTruffle can start text and/or email follow-up. * **Messenger conversations** are recorded, and the AI can reply as your Page while your team reads along or takes over. * **Ad Performance** shows Meta's advertising metrics for connected ad accounts. The important thing to understand is that the **lead source and the reply channel are separate**. A Facebook form lead can be followed up by SMS or email. A Messenger reply stays inside Facebook Messenger. Submitting an Instant Form does not, on its own, start a Messenger conversation. || This connection covers Facebook Pages, Instant Forms, and Facebook Messenger. It does not handle Instagram DMs, WhatsApp, your personal Facebook inbox, or automatic replies to public comments. --- ## What LeadTruffle handles | Feature | What starts it | What LeadTruffle does | | ---- | | Lead Ads / Instant Forms | Someone submits a Facebook Instant Form | Captures their details as a contact and lead, and can start text and/or email follow-up when it's enabled for that form | | Facebook Messenger | Someone messages your connected Page (including from an ad) | Records the conversation and can reply as the Page with AI. Your team can read history, take over, and send replies | | Ad Performance | An authorized Meta ad account is connected | Displays Meta's advertising metrics and campaign results | | Activity | Lead Ads or Messenger activity arrives | Lets you check what was received and the status of follow-up | --- ## Step 1: Connect Facebook and choose your Pages 1. Go to **Meta → Setup** and click **Connect**. 2. Complete Facebook authorization with an account that has access to the Pages you want to use — and, for reporting, your ad accounts. 3. Back in LeadTruffle, confirm the expected Pages appear. Click **Test** and review any connection or Page warnings. 4. For each Page, choose its settings and click **Save Page settings**. Each Page has three controls: | Control | What it does | | ---- | | Page processing | The master switch for the Page. Pausing it stops all processing while keeping your feature choices below | | Lead Ads | Allows Instant Form submissions to be imported (follow-up is configured separately in Lead Ads) | | Messenger | Allows Messenger messages to be received (AI replies also require the Messenger auto-responder to be turned on and saved) | An active Page needs at least one of **Lead Ads** or **Messenger** enabled. Different Pages can use different settings. | If a Page shows a subscription warning, use the Page's repair control when it's available — it fixes the connection that delivers new events to LeadTruffle. ||| A successful connection test only confirms access and configuration. It does not prove that a real lead or reply has completed the full process. **Disconnect affects every connected Page** — to pause just one, use that Page's controls instead. --- ## Step 2: Set up Instant Form text and email follow-up Open **Meta → Lead Ads**. 1. Select the Facebook Page and click **Refresh forms** if needed. 2. Select one or more forms. Any forms you select together receive the same saved settings. 3. Under **Follow up by**, choose **Text**, **Email**, or both. 4. Choose the agents and complete their setup. 5. Have an authorized business user confirm the consent certification for the selected forms and channels. 6. Turn on **Automatic follow-up**, save, and check each form's status. ### Text * Choose **Default Website Texting** or an available text agent. Existing contacts keep their current agent. * Under **Advanced settings**, set **Wait before the first text** anywhere from zero to 30 days. Zero adds no intentional delay, but texts still wait for allowed texting hours. * Optional pre-text rules let you run a check before the first text — depending on the result, the system can send, delay, or skip it. ||| Active business texting registration (10DLC) and a ready texting service are required to send. You can save these settings while registration is pending, but that does not make texting active. ### Email * Select an available email agent, or choose **Set up email**. * Email setup includes the internal agent name, the customer-facing sender name, the first-response subject, an optional forwarding address for lead copies, and AI response instructions. * The submitted lead must include a valid email address. | The first-text delay is a text setting only — it does not delay emails. ### How activation works * **No forms selected:** you're editing the Page's defaults. Saving defaults does not change existing forms. * **Newly discovered forms:** they copy Page defaults but start with follow-up **off**. You must enable them explicitly. * **Turning a form on:** applies to new leads going forward — it does not contact older submissions. * **Both channels enabled:** text and email are evaluated separately, so one can send while the other is skipped. * **Consent certification:** records your business's confirmation. It does not collect consent from the person submitting the form. Each form shows **Follow-up on**, **Follow-up off**, or **Needs attention**. If a bulk save reports partial success, review the named failures rather than assuming every form updated. --- ## Step 3: Set up and use Facebook Messenger Open **Meta → Messenger** and select the correct Page. All settings here are per Page and require an authorized administrator. ### Configure the AI 1. Turn on the **Messenger AI auto-responder**. 2. Edit the **Messenger AI instructions** with your services, tone, questions, and boundaries. The default instructions focus on answering questions, collecting missing details, and moving toward a booking or call. 3. Choose an **AI booking mode** your setup supports. Connecting Facebook alone does not enable booking. 4. Optionally enable **Pause after one automatic reply** while testing. Disable and save it when you want the AI to keep replying. 5. Click **Save Messenger settings**. ||| Changing a switch or the instructions without saving does not apply them to live conversations. ### Preview before going live **Agent Preview** uses the selected Page, business profile, booking mode, and current instructions (including unsaved edits). It does not send a real Facebook message or save to conversation history. A good preview tests a common service question, a case with missing contact info, and a booking request. ### Read and respond to conversations Open a conversation to see its recorded history, message origins, timestamps, and the reply-window closing time. * **Take over manually** pauses AI handling for that conversation. * **Send a Page reply** sends your text through Messenger (this also switches on manual takeover). * **Return to AI** releases manual takeover — the Page, saved AI settings, one-reply limit, and reply window must still allow an automatic reply. The reply composer sends text only, up to 2,000 characters. Received attachments may show as a count; full attachment viewing and AI image understanding aren't guaranteed from this screen. ### The 24-hour reply window ||| LeadTruffle enforces Meta's standard 24-hour window after the customer's latest inbound Messenger message. Both AI and manual replies are blocked when that window is closed. A new customer message reopens it — a staff reply does not restart it, and there is no out-of-window exception. --- ## Ad Performance and Activity ### Ad Performance Choose an ad account and a 7-, 30-, 90-, or 365-day range to see spend, impressions, clicks, attributed leads, click-through rate, cost per lead, daily trends, and campaign results. | These are Meta-reported results using the ad account's own attribution, and some metrics may be estimated. They won't necessarily match the number of inquiries you see inside LeadTruffle. The **DEMO ACCOUNT** contains sample data only — confirm a real account is selected before reading the numbers. ### Activity Filter by **All sources**, **Meta Lead Ads**, or **Meta Messenger**, then search by contact info, Page, details, or status. | Status | What it means | | ---- | | Captured — follow-up off | Details were captured, but automatic outreach is off | | Text/Email scheduled | Queued or pending — not yet sent | | Text/Email sent | A send was recorded (this doesn't prove delivery or that it was read) | | Text/Email not sent | Follow-up was skipped — the reason is shown | | Check send status | The outcome is uncertain — verify before sending again | | Needs attention | Something in the setup failed or is unavailable | | Lead webhook received / processed | Meta's notification arrived, but full details may still be pending | | Active / Window closed | The Messenger reply window is open or closed | Activity is a recent operational view, not a complete advertising report, so its counts aren't a reliable total of fully imported contacts. --- ## Troubleshooting | Problem | Check first | Next step | | ---- | | My Page is missing | Correct company, Facebook account, and authorized Pages | Reconnect with the intended assets, or involve your Meta administrator if access is missing | | Facebook leads aren't coming in | Setup connection, Page processing, Lead Ads switch, Page warnings, Activity | Confirm the exact Page/form and submission time. A notification with no lead details needs investigation | | The lead is here but no text was sent | Form activation, consent certification, 10DLC, text agent, valid phone, delay, texting hours | Also check whether the contact opted out, is under manual takeover, or already finished — a skip can be expected | | No email was sent | Email enabled on that exact form, available email agent, valid submitted email | Review the contact's email conversation and the displayed skip or failure reason | | My new form isn't following up | Refresh forms and check that form's activation | New forms start off even when Page defaults have channels selected — enable the form and save | | Old leads weren't contacted after I turned it on | Submission time vs. activation time | Activation applies to new leads only; older submissions aren't backfilled | | Messenger AI isn't answering | Page processing, Messenger switch, saved auto-responder, manual takeover, one-reply option, reply window | If all are correct, note the conversation and timestamps for support | | The Messenger send box is disabled | Reply-window closing time | A closed window blocks sending — reconnecting or returning to AI won't reopen it | | Preview works but Facebook doesn't | Saved settings and the live Page connection | Preview doesn't test Facebook delivery — check a real inbound conversation and its recorded outcome | | Meta's lead count is different | Real vs. demo ad account, date range, attribution | Meta-reported leads and received inquiries don't measure the same thing | | To run a live test, agree on a test contact first: a form submission can trigger real outreach, and a real Page message can trigger an AI reply. Verify capture and each reply channel separately. --- Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.