Meta (Facebook) advertising, lead capture, and campaign spend with provider Meta.
Last updated 31 August 2026
Overview
Meta Ads aligns with Facebook/Instagram marketing in Smart Business 360. Facebook appears in Social Media Integrations and Leads Inbox; campaign spend uses provider Meta. Lead capture from Meta campaigns uses in-app campaign settings — see Facebook and Instagram documentation for inbox messaging setup.
Screenshot placeholder — capture the live Smart Business 360 screen for: Meta/Facebook campaign settings in Marketing Hub
Meta/Facebook campaign settings in Marketing Hub
Prerequisites
Facebook Page and Meta Business assets for ads and messaging
Social Media Integrations Configure/Connect for Facebook where OAuth is used
Marketing Hub access for campaign creation
Supported Functionality
Facebook platform in Marketing Hub and Social Media Integrations
CampaignSpend provider Meta
CRM lead creation from campaign capture settings (Facebook/Instagram lead forms when enabled in-app)
Messenger and Instagram Direct inbox guides for conversational follow-up
Setup
Connect Facebook via Social Media Integrations → Configure → Connect (see Facebook/Messenger setup guides for Page messaging).
Add the OAuth Redirect URI from Social Media Integrations to Meta developer app settings.
In Marketing Hub, create campaigns targeting Facebook/Instagram/Meta channels as exposed in the UI.
Enable lead capture flags on the campaign form when using Meta lead forms.
Configuration
Set AutoCreateLeadForm flags and external form IDs on campaigns as shown in Marketing Hub.
Record Meta ad spend in Campaign Spend with provider Meta.
Use WhatsApp/Messenger/Instagram inbox guides for post-capture conversations.
Connection Verification
Facebook card shows Connected in Social Media Integrations.
Test lead form submission creates a CRM lead when capture is enabled.
Spend rows appear under marketing dashboards for Meta provider.
Usage
Run Meta campaigns from Marketing Hub.
Work captured leads in CRM and Leads Inbox.
Measure ROI against CampaignSpend Meta entries.
Troubleshooting
Lead not created — verify campaign capture toggles and external form ID.
Messaging fails — reconnect Facebook/Instagram tokens; see inbox setup guides.
Do not invent Meta Marketing API tokens here — use in-app Configure screens.
FAQ
Is Meta Ads separate from Facebook integration?
Ads and lead capture use Marketing Hub and campaign settings; Page messaging uses Facebook/Instagram inbox integrations.
Where is detailed Messenger setup?
See /doc-messenger-setup.html and /docs/integrations/facebook.
Documentation