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
• What LeadTruffle handles
• Step 1: Connect Facebook and choose your Pages
• Step 2: Set up Instant Form text and email follow-up
• Step 3: Set up and use Facebook Messenger
• Ad Performance and Activity
• 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.

What LeadTruffle handles

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:

An active Page needs at least one of Lead Ads or Messenger enabled. Different Pages can use different settings.

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.

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.

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.

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

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.

Activity

Filter by All sources, Meta Lead Ads, or Meta Messenger, then search by contact info, Page, details, or status.

Activity is a recent operational view, not a complete advertising report, so its counts aren't a reliable total of fully imported contacts.

Troubleshooting

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

Updated on: 11/09/2026