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Connect Meta Ads

Connect Meta Ads when you run Facebook or Instagram campaigns and want CustomerFlows to connect campaign spend, lead source, WhatsApp conversations, and closed deals in one attribution view.

Meta Ads features are available on Growth and Scale plans.

What The Connection Can Enable​

Depending on your Meta permissions and plan, CustomerFlows can support:

FeatureWhat It Does
Campaign spend importShows Meta spend beside revenue in attribution reports
FBCLID attributionConnects website clicks from Meta ads to leads and deals
Click-to-WhatsApp attributionLinks eligible WhatsApp conversations back to Meta campaigns
Lead Ads intakeBrings selected Meta Lead Ads responses into CustomerFlows
Conversions API feedbackSends won-deal conversion feedback back to Meta
Custom AudiencesSyncs opted-in marketing contacts to selected audiences

Before You Start​

Make sure you have:

  • admin access to the Meta Business portfolio
  • access to the ad account you want to connect
  • permission to manage the Facebook Page used for Lead Ads, if applicable
  • access to the Pixel or Dataset used for conversion feedback
  • the CustomerFlows tracking snippet installed on website landing pages
  • customer consent for any contacts you plan to sync to Custom Audiences

Connect The Account​

  1. Go to Settings, then Integrations
  2. Choose Meta Ads
  3. Click Connect
  4. Sign in with Meta and approve the requested access
  5. Select the ad account CustomerFlows should use
  6. Select the Pixel or Dataset for conversion feedback
  7. Select any Facebook Pages used for Lead Ads intake
  8. Save the connection

After saving, CustomerFlows starts pulling eligible campaign context and spend. Lead Ads and conversion feedback depend on the selections you made during setup.

Lead Ads​

If you connect a Facebook Page for Lead Ads, new lead form submissions can appear in CustomerFlows as leads or inbox conversations, depending on your workspace setup.

If a Lead Ads sync fails, open Settings, then Integrations, then Meta Ads and check the connection status. If a replay option is shown, use it after fixing the connection or permissions issue.

Custom Audiences​

Custom Audience sync should only use contacts who have opted in to marketing. Before syncing:

  • confirm the audience destination
  • review consent status
  • exclude unsubscribed or opted-out contacts
  • wait for Meta to finish processing the audience update

If a contact is removed from your opted-in segment, CustomerFlows can stop syncing that contact on future audience updates.

Conversion Feedback​

When a deal is marked won or paid, CustomerFlows can send a conversion event back to Meta. This helps Meta optimize toward campaigns and audiences that produce customers, not only clicks or form submissions.

For best results, keep deal values up to date and make sure the selected Pixel or Dataset remains active.

Need help connecting Meta Ads? Email support@customerflows.com.