Integration

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Meta integration: Facebook and Instagram leads straight into your pipeline

Connect Clientflow with your Meta Business account and let Lead Ads from Facebook and Instagram land directly in your lead pipeline. No CSV export every morning, no Zapier delay, no lost leads — the customer is already in Clientflow before the ad budget is spent.

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What you get from the integration

Lead speed determines conversion rate. When a lead reaches you 5 minutes after submission instead of 24 hours later, you double the chance of closing the deal.

Real-time — not next morning

Lead Ads from Facebook or Instagram appear in Clientflow within seconds of the customer hitting Send. Not when you log into Meta Business the next morning.

Whole form follows

All fields from the Lead Ad form — name, phone, email, property type, desired date — arrive on the lead card in Clientflow. No clipping, no manual transfer.

Field mapping, once for all

Map Meta's form fields (name, phone, email, property type, desired date) to your Clientflow lead fields once — every future Lead Ad follows the same structure. No clipping, no per-campaign reconfiguration.

Close the loop with Meta Conversions

When a lead converts to a paying customer in Clientflow, we send a conversion event back to Meta. You measure ROAS on actual revenue, not just lead volume.

How it works in practice

You run the ads in Meta as usual. Clientflow listens behind the scenes and collects leads automatically.

1. Customer fills out Lead Ad

While the customer scrolls Facebook or Instagram, they open your Lead Ad and fill out the form — phone and email are often prefilled from their Meta profile.

2. Webhook fires at Meta

Meta sends the lead data to Clientflow's webhook immediately. You need neither Zapier nor an intermediary.

3. Lead lands in Clientflow

The lead card is created automatically in the lead module with all form fields already filled in. You follow up from there with the same tools you use for any other lead.

4. Conversions reported back

When the lead converts to a paying customer, Clientflow sends a conversion event back to Meta so ROAS reporting matches actual revenue.

Setup in 5 minutes

You need to be an administrator on the Meta Business account and have at least one Lead Ad form created.

Read the full setup guide in the help centre

1
Go to Settings → Lead sources → Meta
Found under the Lead sources tab in Clientflow settings.
2
Click Connect Meta Business
You're redirected to Meta's authorization flow where you log in and choose the Business account Clientflow should connect to.
3
Approve access to Lead Ads
Confirm that Clientflow can read Lead Ads forms and receive incoming leads from all pages in the Business account.
4
Done — leads land directly in Clientflow
Once approved, Lead Ads land directly in your lead module from then on. No routing rules to configure — every form from the approved Facebook and Instagram pages arrives automatically.

Frequently asked questions

Does the Meta integration cost extra?

No. The integration is included in all Clientflow plans where the lead module is bundled (Professional and up). You only pay your ad budget directly to Meta.

How fast do leads come in?

Typically within 5-30 seconds of the customer hitting Send on the Lead Ad form. It's Meta's webhook API delivering — we don't wait for batch exports or polling.

What happens if Meta is down?

Meta queues deliveries if our webhook is unavailable and re-delivers when the connection is restored. You don't lose leads even if Clientflow has a brief outage.

Can I send conversions back to Meta?

Yes. When a lead is closed as won in Clientflow, we can send a conversion event with the customer value back to Meta Conversions API. This improves Meta's algorithm and gives you precise ROAS reporting.

Does it work for Instagram Lead Ads too?

Yes. Meta's Lead Ads system is shared across Facebook and Instagram. Forms from both platforms land in the same webhook and the same Clientflow pipeline.

Ready to stop losing leads?

Try the demo free for 7 days and connect to your Meta Business account during setup. No commitment.

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