⚙️ Facebook Leads Integration & Sync Addon Configurations

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📘 CONFIGURATION OVERVIEW

This guide focuses on configuring the Facebook Leads Integration & Sync Addon after installation. For installation instructions, refer to the Installation Guide.

Configuration Process Overview

The configuration involves two main phases:

1. Super Admin Configuration - Configure module settings and subscription plans
2. Tenant Configuration - Set up Facebook integration and start capturing leads

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🔧 Phase 1: Super Admin Configuration

Configure Subscription Plans

1. Access Plan Management: Go to Admin > Plans & Pricing
2. Edit Target Plans: For each subscription plan that should include Facebook Lead integration:
   • Click Edit Plan
   • Scroll to Plan Features section
   • Find Facebook Lead Integration feature textbox
   • Enter 1 to enable the feature (or 0 to disable)
   • Click Save Plan

🏢 Phase 2: Tenant Configuration

Step 1: Access Tenant Application Settings

1. Login as Tenant: Access your tenant dashboard
2. Navigate to Settings: Go to Application Settings from main menu
3. Find Facebook Section: Scroll down to locate Facebook Lead Integration section

Step 2: Create Meta Developer Application

🌐 META DEVELOPER REQUIREMENTS

This step requires a Meta Developer account and a Facebook Business account. Your application must be deployed on a production server with a valid SSL certificate.

Before configuring in WhatsMarkSaaS, create a Meta Developer application:

1. Visit Meta for Developers: Go to developers.facebook.com
2. Create Developer Account: Sign up or login with your Facebook account
3. Create New App:
   • Click Create App
   • Select Business as app type
   • Enter App Name and Contact Email
   • Click Create App
4. Note App Credentials:
   • Copy your App ID from the app dashboard
   • Go to App Settings > Basic to find App Secret
   • Keep these credentials handy for next step

🔑 PERMISSIONS REQUIRED

Your Facebook app will need these permissions:

• pages_manage_metadata
• pages_show_list
• leads_retrieval

Step 3: Configure Facebook Lead Integration in Tenant Settings

1. Return to Application Settings: Go back to Application Settings > Facebook Lead Integration
2. Enable Integration: Toggle Enable Facebook Lead Integration to ON
3. Enter App Credentials:
   • Facebook App ID: Paste your Meta app ID
   • Facebook App Secret: Paste your Meta app secret
   • Webhook Verify Token: System will auto-generate (note this value)
4. Save Configuration: Click Save Settings
5. Copy Webhook Details: Note the generated:
   • Webhook URL (needed for Meta app configuration)
   • Verify Token (needed for webhook verification)

Step 4: Configure Webhooks in Meta App

1. Return to Meta Developer Console: Go back to your app at developers.facebook.com
2. Add Webhooks Product:
   • In app dashboard, click Add Product
   • Find and add Webhooks
3. Configure Page Webhooks:
   • In Webhooks settings, click Create Subscription under "Page"
   • Callback URL: Paste the webhook URL from WhatsMarkSaaS
   • Verify Token: Paste the verify token from WhatsMarkSaaS
   • Click Verify and Save

❗ CONNECTION FAILURE

If webhook verification fails, ensure:

1. Your server is accessible from the internet
2. Your SSL certificate is valid
3. The verify token matches exactly
4. Your server isn't blocking incoming webhook requests

5. Subscribe to Lead Events:
   • After verification, check leadgen subscription field
   • Click Subscribe

Step 5: Connect Facebook Pages

1. Return to WhatsMark Settings: Go back to Application Settings > Facebook Lead Integration
2. Test Connection: Click Test Connection button to verify app credentials
3. Confirm Success: You should see "Connection successful" message
4. Enable Lead Processing: Ensure Enable Lead Processing toggle is ON
5. Save Final Settings: Click Save Configuration

Step 6: Subscribe to Facebook Pages

1. Fetch Pages: In the Facebook Lead Integration section, click Fetch Facebook Pages
2. Review Available Pages: System will display all pages connected to your Facebook app
3. Subscribe to Pages: For each page you want to capture leads from:
   • Find the page in the list
   • Click Subscribe to Leads button
   • Status should change to "Subscribed"
4. Verify Subscriptions: Ensure all target pages show "Subscribed" status

⏱️ PROCESSING DELAY

There may be a slight delay (5-15 minutes) between lead submission on Facebook and appearance in your WhatsMark dashboard, depending on your cron job configuration.

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🧪 Testing the Integration

Create a Test Lead Ad

1. Access Facebook Ads Manager: Go to business.facebook.com
2. Create Test Campaign:
   • Campaign Objective: Lead Generation
   • Select your subscribed Facebook page
   • Create a simple lead form with basic fields (name, email, phone)
   • Set a small test budget
3. Submit Test Lead: Fill out your own lead form to test the integration

Verify Lead Processing

1. Access Contacts: Go to Contacts in your WhatsMarkSaaS dashboard
2. Filter by Source: Look for contacts with "Facebook" as the source
3. Check Lead Data: Verify all form fields are properly captured
4. Review Processing Status: Confirm leads are being processed correctly

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🛠️ Advanced Configurations

Customizing Lead Fields Mapping

You can customize how Facebook lead form fields map to your contact fields:

1. Navigate to Facebook Integration Settings
2. Go to Field Mapping Tab
3. Map Facebook Form Fields to appropriate contact fields in your system
4. Save Custom Mapping

Setting Up Automatic Actions

Configure automatic actions when new leads are received:

1. Navigate to Actions Settings
2. Enable Desired Actions:
   • Automatic WhatsApp message
   • Lead assignment to team member
   • Task creation
   • Notification settings
3. Configure Each Action with desired parameters
4. Save Action Configuration