Production ReadySaaS CRMAI Automation

Meta API Setup

Configure Meta Lead Ads, campaign insights, page webhooks, lead form sync and CRM lead capture in one premium control center.

Back to Meta CRM

Logged In

Catechu Admin

Provider

META

Connected provider framework

Setup Status

PENDING

Credential readiness

Configured

0

0% setup completed

Pending

4

Items waiting for client/API access

Credentials PendingCRM Layer ReadyWebhook Prepared

Current Meta Setup Progress

Meta integration is ready at CRM level. Real Meta API credentials are pending from client. Once added in server .env, campaign sync, page sync, lead form sync and live lead capture can be connected.

Campaign Sync

65%

Lead Capture

72%

Webhook Readiness

86%

Setup Health

Environment configuration progress

0%

Overall setup completion

0/4

Required Server ENV

Backend-only values. Tokens must never be exposed in frontend.

META_ACCESS_TOKEN=****
PENDING
META_AD_ACCOUNT_ID=****
PENDING
META_PAGE_ID=****
PENDING
META_VERIFY_TOKEN=****
PENDING

Webhook Details

Live lead capture endpoints for Meta Lead Ads webhooks.

Verify URL

Ready

GET https://your-domain.com/meta/webhook

Lead Capture URL

Ready

POST https://your-domain.com/meta/webhook

Verify Token

Ready

META_VERIFY_TOKEN

Meta to CRM Lead Flow

End-to-end graphical lead journey from campaign to agent action.

1

Meta Campaign

Lead ad campaign starts from Meta Ads Manager.

2

Lead Form Submit

Customer fills the instant lead form.

3

Webhook Receive

CRM receives leadgen event in real time.

4

CRM Lead Save

Lead is saved with campaign and source mapping.

5

Smart Assignment

Rule engine assigns lead to the best agent.

6

Call + WhatsApp

Agent can call, WhatsApp, SMS and follow up.

Campaign Performance Preview

Visual reporting area for spend, clicks, leads, CPL and conversion.

Lead Volume

Bar Graph
D1
D2
D3
D4
D5
D6
D7

Source Breakdown

Donut

85

Leads

Spend

₹2,500

Clicks

1,200

CPL

₹29.41

CTR

2.67%

Required Meta Permissions

Permission readiness for campaign insights, lead form retrieval and webhook lead capture.

ads_read

Needed

Read campaign, ad set, ad and insights data including spend, CPC, CPL, impressions and clicks.

ads_management

Needed

Required when the client wants to create, edit, pause campaigns or update budgets from CRM.

pages_show_list

Needed

Read Facebook pages connected with the Meta business account.

pages_read_engagement

Needed

Read page-level metadata and engagement context.

leads_retrieval

Needed

Retrieve submitted leads from Meta Lead Ads forms.

pages_manage_metadata

Needed

Subscribe page to webhooks for leadgen events.

Details Required From Client

Client access checklist before real Meta production connection.

Meta Business Manager access

Ad Account ID

Facebook Page ID

Page Access Token or System User Token

App ID and App Secret if using client Meta app

Lead Form IDs

Webhook verification token

Permission approval for leads_retrieval and ads_read