Facebook and WhatsApp integrations
Browse integration setup and nested administration screens.
See also Calendly and Slack authorization for the separate authorization pages.
For the code-configured WordPress plugin, see Contact Form 7 lead sender.
Facebook integrationConnect Facebook Pages and direct incoming lead-ad submissions to CRM departments.Facebook marketing assets and syncChoose ad accounts, reporting features and synchronization settings.Facebook Conversions APIConfigure CRM-to-Meta conversion signals and review delivery status.Facebook CAPI conversion event logReview conversion-event history and delivery status.WhatsApp managementConnect a business sender and navigate its policies, templates and reporting.WhatsApp number policy and lifecycleControl a sender’s permitted purposes and review its operational lifecycle.WhatsApp templatesFind synchronized templates, review status and open variable mapping.WhatsApp template variable mappingMap approved template placeholders to CRM values and inspect the customer preview.WhatsApp sender dependency impactCheck references and in-flight work before draining or retiring a sender.WhatsApp Meta connection diagnosticReview connection checks for a specific sender.WhatsApp governance reportReview WhatsApp activity by sender, category, feature and template.Facebook reportingNavigate Facebook reporting and choose the right view.Facebook Leads reportFind inbound leads by advertising object and date.Facebook Lead and Form DetailInspect attribution, CRM ownership and conversion evidence for individual leads.Facebook Campaign PerformanceCompare ad delivery with CRM lead and revenue outcomes.Facebook CRM Conversion FunnelReview the CRM conversion journey for Facebook-sourced activity.Facebook sync and CAPI diagnosticsInvestigate sync runs, sanitized errors and conversion delivery.