Articles on: Lead Sources

How to Connect Meta Lead Ads to LeadTruffle via Zapier

Table of contents




Step 1: Add LeadTruffle to your Meta Ads account


If LeadTruffle is completing this setup for you, you can skip this step — we'll handle it on our end.


If you're doing it yourself, you'll first need to grant LeadTruffle access to your Meta Business Center so we can pull leads from your forms. Follow the dedicated guide here:



Once LeadTruffle has access (or if you're handling this yourself in your own Zapier account), continue to Step 2.



Step 2: Connect Zapier to Facebook Lead Ads



You'll need a Zapier account to complete this setup. A free or starter plan works since this is a 2-step Zap.


  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.


|Tip: Make sure you're logged into your Meta Business account in the same browser tab before connecting. This makes the authorization a couple of clicks.


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



Step 3: 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.


|Note: If no leads appear, submit a test lead through your Facebook form and re-run the trigger test.



Step 4: 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:



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.


  1. Click Publish to activate the Zap.


From this point on, every new Facebook lead will flow into LeadTruffle automatically.



Step 5: Add an SMS opt-in to your Facebook form


|||Important: Without an SMS opt-in on your Facebook form, LeadTruffle can only send email follow-ups — not text messages. SMS will stay disabled until consent is collected.


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 need to add a custom disclaimer with an opt-in checkbox to your Meta Instant Form.


How to add it


  1. Open your Meta Instant Form in Meta Business Suite.
  2. Scroll to the Custom notices section (marked Optional).
  3. Click Add disclaimer and fill in the title and consent text.





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.



Step 6: What happens next


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


  • The lead flows through Zapier into LeadTruffle within seconds
  • LeadTruffle creates a new conversation and sends the first SMS and/or email automatically
  • 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 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.


Short-answer questions appear in the test record as numbered fields starting from 0.

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.


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:



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.


Test pulls (clicking "Find Lead" in Zapier) don't require full permissions — only live lead delivery does. If tests work but live leads don't, the CRM Access setting in step 1 is almost certainly the gap.



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

Updated on: 19/06/2026

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