Connecting Meta Lead Ad Form with Meritto – Meritto

Introduction

MetaLead Ads (also known as Instant Forms) provide a seamless way for users to express interest in your offerings by submitting a form directly on Facebook or Instagram, without ever having to leave the platform. These forms are widely used by marketers to reduce friction in lead capture.

With Meritto, you can automate the ingestion of these leads, streamline lead management, and track their journey through application and enrollment, making your marketing efforts more efficient and measurable.

Sample Meta Lead Ad Form

Pre-requisites for Integration

Before proceeding, ensure the following:

You have a Meta Business Manager account.
You have Admin access to the Meta Page that is running the Lead Ad.
You have created Lead Forms (Instant Forms) on the desired Meta page.
You are logged in to Meritto with an account having the necessary integration permissions.

How to Connect Meta Lead Ads with Meritto CRM

Step-by-Step Integration Guide

Step 1: Navigate to Extensions in Meritto

Go to Settings > Extensions.
Under the Ads Integrations section, select Facebook Lead Ad > Manage Accounts.

Step 2: Connect Your Meta Account

Click on Connect with Facebook.
Log in using your Meta credentials.
Grant all requested permissions (including access to forms and page details).
Stay logged in to ensure seamless syncing.

Step 3: Select Your Meta Page

Choose the Facebook page(s) for which you have created lead forms.
Click Next to proceed.

Step 4: Map Meta Lead Forms to Meritto CRM

Click on the gear icon under Actions to start mapping.
Select the desired Meta Lead Form.
Map each form field (e.g., Full Name, Mobile Number) to the corresponding Meritto Registration Field.
If you do not wish to import a field, select Do not Import from the dropdown.

Step 5: Set Source / Medium / Campaign (Optional)

By default, Source = Facebook, Medium = Lead Ad.
These can be hard-mapped or dynamically captured.
Dynamic Campaign Tracking: If a single Lead Form is used across multiple campaigns (e.g., Campaign A, B), Meritto will now auto-capture and assign campaign info like:
- Facebook / FormA / CampaignA
- Facebook / FormA / CampaignB

This reduces form duplication and improves campaign granularity.

Step 6: Configure Default Field Values (Optional)

If your form doesn’t ask for specific fields (e.g., Course), you can assign default values.
Use Case: If you're only running a form for MBA leads, you can set Course = MBA by default, even if the form doesn’t ask the lead for this information.

Step 7: Save & Test

After mapping fields, click Save.
You’ll see a success confirmation.

To test the Integration:

Visit the Meta Lead Ad Testing Tool.
Select the Meta Page and Form.
Submit a test lead.
Confirm that the lead appears in Meritto’s Lead Manager in real time.

Adding Multiple Meta Accounts

You can integrate up to 20 Meta accounts with Meritto. The integration steps remain the same for each account. This allows large teams or multi-brand institutions to manage all lead flows from a single CRM interface.

Conclusion

Connecting your Meta Lead Ads with Meritto not only streamlines lead capture but also empowers you with tools for precise tracking, intelligent mapping, and efficient lead nurturing. By integrating seamlessly, you can bridge the gap between ad spend and actual enrollment conversion, maximizing your marketing ROI.

Need Help?
If you face any issues during the setup, feel free to reach out to your Meritto Account Manager or write to us at support@meritto.com