Meta Ads and lead sync

Connect Meta from Ads using Facebook Login. VaniAgent requests the access required to manage ads, work with Pages, retrieve leads, and use WhatsApp Business where applicable. Select the intended ad account and Page before creating assets or drafts.

Lead workflow

flowchart LR
A[Meta lead form] --> B[VaniAgent contact]
B --> C{Follow-up channel}
C --> D[Voice campaign]
C --> E[WhatsApp template or AI]
D --> F[Signed CRM webhook]
E --> F

Use the Meta leadgen webhook for real-time delivery, then use lead sync/check-sync tools to confirm no leads were missed. Contacts retain their source so teams can segment and route follow-up work.

Click-to-WhatsApp is a Meta ad workflow that sends the user to a WhatsApp conversation. Confirm your WhatsApp Business connection before publishing that type of ad.

Note

Test using a test lead and a test contact before publishing an ad or starting an automatic follow-up campaign.