Connect Meta Lead Ads via Zapier (alternative setup)

📝 Use Zapier to send Meta Lead Ads into LeadTruffle through a Custom Lead Source.

Table of contents

• If our team is setting this up for you
• Step 1: Connect Zapier to Facebook Lead Ads
• Step 2: Configure the New Lead trigger
• Step 3: Send leads to LeadTruffle via webhook
• Step 4: Add an SMS opt-in to your Facebook form
• Step 5: What happens next
• How to send a test lead
• Troubleshooting: live leads not triggering the Zap

If our team is setting this up for you

Follow this section only when LeadTruffle is managing your Zapier connection and has asked you to grant access. If you are connecting your own Meta and Zapier accounts, skip to Connect Zapier to Facebook Lead Ads. New direct connections use Facebook authorization in LeadTruffle instead.

Working with an agency?

If you have an agency managing your Facebook lead ads, they'll likely be the ones handling the steps below since they own (or have admin access to) your Meta Business portfolio. Rather than doing this yourself, the fastest path is to loop your agency in and let them take it from here.

Copy the template below and send it to your agency contact to kick things off:

Hi [Agency],

I wanted to introduce you to the team at LeadTruffle. They are working with us to set up automated follow-ups for our Facebook ad leads, and we need your help to get that integration connected on the ads side.

Essentially, we need to pull the lead data from [Company Name]'s Facebook ad campaigns into LeadTruffle so we can automatically follow up with new leads via text message.

Could you hop on an email thread with us to get this set up? We'll guide you through exactly what's needed — it should be pretty straightforward from your end.

Feel free to reach out with any questions in the meantime.

Thanks so much!

Once your agency is in the loop, they can follow the steps below. You'll still want to handle the SMS opt-in step yourself (or confirm your agency does it) — that one is critical for enabling text message follow-ups.

If you don't work with an agency, just continue with the steps below yourself.

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.

Step 1: Connect Zapier to Facebook Lead Ads

You will need a Zapier account with access to Facebook Lead Ads and Webhooks by Zapier. Confirm that your plan supports both apps.

1. In Zapier, click the orange Create Zap button.
2. On Step 1 (Trigger), search for Facebook Lead Ads and select it.
3. Under Account, click Connect a new account.
4. A popup will open asking you to authorize Facebook Lead Ads. Click Continue as [Your Name] and approve the connection.

Once authorized, your Meta account is connected to Zapier and you can move on.

Step 2: Configure the New Lead trigger

With Facebook Lead Ads selected as the trigger app:

1. Set Trigger Event to New Lead and click Continue.
2. Under Page, select the Facebook page tied to your lead form. If you have multiple pages, you'll need to set up a separate Zap for each.
3. Under Form, leave this blank to capture leads from all forms on that page (recommended for most contractors). Or, pick a specific form if you only want to route one form into LeadTruffle.
4. Click Continue, then Test Trigger.

Zapier will pull in a recent lead so you can confirm the data is flowing. If you see a real lead with name, phone, and email fields populated, you're good to move on.

Step 3: Send leads to LeadTruffle via webhook

LeadTruffle receives Facebook leads through a custom lead source — a unique webhook URL that accepts incoming lead data from any source.

Get your custom lead source webhook URL

1. In LeadTruffle, go to Custom Lead Sources in the left sidebar.
2. Click + Add New Custom Lead Source and give it a name (e.g. "Facebook Lead Ads").
3. Click Continue and copy the Live Endpoint URL.

If this is your first time setting up a custom lead source, see the full guide here:

• How to send leads to LeadTruffle using custom lead sources (webhooks)

Add the webhook action in Zapier

Back in your Zap:

1. For Step 2 (Action), search for Webhooks by Zapier and select it.
2. Set Action Event to POST and click Continue.
3. In the URL field, paste your Live Endpoint URL from LeadTruffle.
4. Map the lead fields from Step 1 (Facebook Lead Ads) into the webhook payload — name, phone, email, and any custom fields you collect.
5. Click Continue, then Test Step.

If the test is successful, click View Payload to confirm the lead data sent into LeadTruffle. You can also check Custom Lead Sources → Received Leads in LeadTruffle to see the test lead arrive.

6. Click Publish to activate the Zap.

Once published, the Zap sends new submissions from the Page and forms you selected.

Step 4: Add an SMS opt-in to your Facebook form

Use the shared SMS opt-in instructions to add the disclaimer and consent checkbox to your Instant Form.

In your Custom Lead Source, map the submitted consent response and configure the text or email follow-up you want to enable. See Custom Lead Sources for field mapping and follow-up setup.

Step 5: What happens next

With Facebook Lead Ads connected, here's what happens every time a new lead submits your form:

• New submissions from the selected Page and forms flow through Zapier into LeadTruffle
• LeadTruffle processes the lead and can start the text and/or email follow-up configured for your Custom Lead Source
• The AI handles back-and-forth qualification, scheduling, and follow-ups based on your prompt
• You can monitor and manage all conversations in the Conversations Inbox, filterable by Facebook

Set up your AI prompt and follow-ups

Now that leads are flowing in, configure how the AI responds:

1. Go to Custom Lead Sources in LeadTruffle and open your Facebook source
2. Set your Agent Instructions — this controls what the AI says, what it qualifies for, and how it books appointments
3. Configure Follow-Up Settings to send 2–3 automatic follow-ups (typically spaced 8, 12, and 24 hours apart)

For full details on prompt setup and follow-up best practices, see:

• How to send leads to LeadTruffle using custom lead sources (webhooks)

How to send a test lead

If your form has no real submissions yet, use Facebook's testing tool to create a sample lead for setting up your Zap. For full details, see Zapier's guide to the Facebook Lead Ads testing tool.

1. Go to the Facebook Lead Ads Testing Tool.
2. Select your Page and Form.
3. Click Preview Form, fill out the form, click Next, then Submit, then close the dialog.
4. Click Create lead.
5. Immediately switch to your Zap and click Test trigger — the sample lead should appear as a test record.

If no test record appears

The New Lead trigger is instant — if you took too long between clicking Create lead and testing in Zapier, it may have been missed. To retry:

1. Go back to the testing tool and click Delete lead (this only deletes the sample, not real leads).
2. Refill and submit the form again.
3. Have your Zap open in a second browser tab before clicking Create lead.
4. Click Create lead, then immediately switch tabs and click Test trigger.

If you still can't get a test record

Use the Track Status button in the testing tool to check for errors.

• A 103 error means CRM access has been revoked — go to Facebook Leads Access and restore Zapier's CRM permissions.
• For other errors, check that your Page and form have the required Zapier permissions.
• After fixing permissions, reconnect your Facebook Lead Ads account in Zapier, then repeat the steps above.

Troubleshooting: live leads not triggering the Zap

Test pulls work but real leads aren't coming through automatically? This is almost always a Facebook permissions issue. Work through these steps in order.

1. Grant Zapier CRM access for lead delivery

This is the most common cause. Go to business.facebook.com/settings/leads-accesses, select the Facebook Page used in your Zap, and under CRM Access, confirm Zapier is listed. If Lead Access is customized on your account, Zapier must be explicitly added here — otherwise Facebook won't push live leads to the Zap.

2. Confirm required page permissions

Zapier needs all of the following on the connected Page:

• Manage Pages
• Manage Ad Account
• Leads Access / CRM Access
• Business Integration Access

3. Check business integration access

Go to facebook.com/settings?tab=business_tools, click View & Edit next to Zapier, and confirm it has the correct permissions listed.

4. Reconnect Zapier and test with a real submission

1. Go to zapier.com/app/connections and find your Facebook Lead Ads connection.
2. Reconnect it to refresh the webhook subscription.
3. Submit a test lead using Meta's Lead Ads Testing Tool.
4. Check whether the Zap fires.

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

Updated on: 12/11/2026