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Connect Facebook Ads

Connect your Facebook Ads account to Exabloom so leads from Facebook Instant Forms are automatically received and processed.

Prerequisites

  • A Facebook account with Full Control over the Ads Account and Facebook Page running your ads

Part 1: Connect Facebook Ads to Exabloom

  1. In Exabloom, go to Settings > Integrations.

  2. Find Facebook Ads Platform and click Connect.

    connecting-fb-ads-platform-1-initiate-connection.png

  3. In the Facebook login window, sign in with your account.

    connecting-fb-ads-platform-2-fb-login-flow-login-btn.png

  4. Select your Business Portfolio and Facebook Page, then click Next.

    connecting-fb-ads-platform-3-fb-login-flow-choose-biz-portfolio-and-fb-page.png

  5. Review the permissions and click Confirm.

    connecting-fb-ads-platform-4-fb-login-flow-confirm-permission-sharing.png

  6. Click Finish and wait for the page to return to Exabloom.

    connecting-fb-ads-platform-5-fb-login-flow-finish.png

    warning

    Do not close the browser until the page fully loads back into Exabloom.

  7. Verify your Facebook Page appears in Exabloom.

    connecting-fb-ads-platform-6-facebook-page-added.png

Part 2: Grant Exabloom leads access

  1. Open business.facebook.com in a new tab and go to Settings.

  2. Click Leads access in the left sidebar.

    meta-buiness-suite-grant-exabloom-lead-access.png

    If you see a "Customise access" option

    meta-buiness-suite-lead-access-customise-access.png

    Click Confirm when prompted.

    meta-buiness-suite-customise-access-confirm.png

  3. Select your Facebook Page and click the CRMs tab.

  4. If Exabloom AI is not listed under CRMs with leads access, click Assign CRM and select Exabloom AI.

Part 3: Create a test workflow

  1. In Exabloom, go to Workflows and create a new workflow. Name it "TEST - Facebook Instant Form".

    verifying-connection-fb-ads-platform-1-create-workflow.png

    verifying-connection-fb-ads-platform-2-rename-workflow.png

  2. Add a trigger and select Facebook lead form submitted.

    verifying-connection-fb-ads-platform-3-add-trigger.png

  3. In the trigger settings, select your Facebook Instant Form.

    verifying-connection-fb-ads-platform-4-configure-trigger-select-form.png

  4. Configure the Find Contact step (added automatically):

    • Map the Primary Identifier to the phone number field from your form

    verifying-connection-fb-ads-platform-5-configure-find-contact-map-phone.png

    • Under "If not found", map the First Name and Phone fields

    verifying-connection-fb-ads-platform-7-configure-find-contact-if-not-found-create-map-first-name.png

    verifying-connection-fb-ads-platform-8-configure-find-contact-if-not-found-create-map-phone.png

    • Set "If contact found" to Do Not Update Contact

    verifying-connection-fb-ads-platform-9-configure-find-contact-if-found-no-update.png

    • Click Save
  5. Add a Create Lead action after Find Contact. Set the title to include " - From Facebook Ads Instant Form" and select any pipeline stage.

    verifying-connection-fb-ads-platform-13-edit-action-create-lead-title-stage.png

  6. Publish and Save the workflow.

    verifying-connection-fb-ads-platform-14-publish-and-save-workflow.png

Part 4: Test the integration

  1. Go to developers.facebook.com/tools/lead-ads-testing.

  2. Select the correct Business Portfolio, Facebook Page, and set Product to Lead Retrieval.

    test-connection-fb-ads-platform-2-ensure-page-product-form-are-correct.png

  3. Click Preview form, fill in the test fields, and submit.

    test-connection-fb-ads-platform-3-preview-form.png

    test-connection-fb-ads-platform-4-fill-in-form.png

  4. Wait for the status to show Success.

    test-connection-fb-ads-platform-6-track-status.png

  5. In Exabloom, go to Leads and look for a lead with "- From Facebook Ads Instant Form" in the title.

    test-connection-fb-ads-platform-7-verify-lead-creation.png

Troubleshooting

Lead not appearing?

  • Verify the workflow is published (not just saved)
  • Check you selected the correct form in the trigger
  • Confirm Exabloom AI has leads access in Meta Business Suite (Part 2)
  • Wait 1-2 minutes and refresh the Leads page