Facebook Leads - Perfex CRM Leads synchronization module

Latest Release Features ⚡ NEW – Instagram Lead Ads Support (same setup, automatic!) NEW – Per-Page Lead Assignment (different staff per page) NEW – 5-Step Setup Wizard (no coding, guided setup) NEW – Visual Field Mapping Interface NEW – Sync History Dashboard NEW – Retry Queue (never lose a lead) NEW – Duplicate Detection NEW – One-Click Test Connection & Test Lead NEW – Email Notifications on New Leads NEW – Webhook Signature Verification (Security) NEW – Graph API v19.0 (latest stable) NEW – No Facebook App Review Required NEW – Server-Side Token Exchange (App Secret never in JS) NEW – Permanent Page Tokens (no expiration) NEW – Comprehensive Online Documentation

⚡ Capture Facebook & Instagram Leads Directly in Perfex CRM – Automatically, in Real Time

Stop copy-pasting leads from Facebook. Stop downloading CSV files. Stop losing potential customers because someone forgot to check the Ads Manager. Facebook & Instagram Leads Integration connects your Facebook and Instagram Lead Ads directly to your Perfex CRM. When someone fills out a lead form on Facebook or Instagram, their information appears in your CRM within seconds – with all their details, ready for your sales team to follow up. No coding. No manual work. No delays. Fully automatic. Here’s what happens: ✅ Someone sees your Facebook or Instagram ad ✅ They tap the form and submit their info (without leaving the app!) ✅ The lead instantly appears in your Perfex CRM ✅ Your assigned staff member gets notified ✅ You follow up and close the deal It really is that simple. And it uses a Wizard for the configuration (see Wizard section below).

Documentation & Support

✅ Facebook and Instagram Leads ( Meta Ads ) Configuration Wizard

We know “create a Facebook App” sounds scary. It’s not. Our step-by-step wizard walks you through the entire setup in about 10 minutes: Step 1: Enter your App ID and App Secret (we show you exactly where to find them) Step 2: Copy your webhook URL and paste it in Facebook (one click to copy) Step 3: Connect with Facebook and authorize your pages Step 4: Choose which pages to monitor Step 5: Set your default lead status, source, and assigned staff That’s it. You’re done. Leads will start flowing automatically. ⚡ And if you need more help, we have a comprehensive, baby-step online documentation that explains everything – including how to create the Meta App, what each button does, and what to expect at every step. Even if you’ve never touched a developer console before, you’ll be just fine.

✅ Facebook Application Review from Meta is NOT Required

Here’s something most sellers won’t tell you: you do NOT need to submit your Facebook App for review. Since you’re creating your own app to access your own Pages, Facebook allows this in Development Mode. You don’t need to go through the lengthy app review process. Just create the app, add yourself as admin, and you’re live. ⚡ Our documentation explains this clearly so you never get confused by Facebook’s developer portal.

✅ Visual Field Mapping – Map Any Field to Any CRM Field

Your Facebook Lead Form might ask custom questions like “What’s your budget?” or “Preferred contact time”. Our visual field mapping interface lets you map these to any Perfex CRM field – including custom fields you’ve created. Standard fields (name, email, phone, company, city, etc.) are auto-mapped. You only need to set up mapping for your custom questions. Drag, drop, done.

✅ Sync History – Full Transparency

See every single lead that came through: when it arrived, which page it came from, whether it was successful, skipped (duplicate), or failed. Filter by status and date. The Sync History Dashboard gives you complete visibility into your lead pipeline.

✅ Never Lose a Lead – Retry Queue

What if Facebook sends a lead but your server has a hiccup? No problem. The module automatically adds failed leads to a retry queue and processes them again later. Your leads are safe. ⚡

✅ Duplicate Detection

Running campaigns with frequent leads? Enable duplicate detection and the module will check if a lead with the same email or phone already exists in your CRM. No more double entries cluttering your pipeline.

✅ One-Click Test – Verify Everything Works

Two buttons that save you hours of debugging: ⚡ Test Connection – Instantly verifies your credentials, access token, and permissions with Facebook ⚡ Send Test Lead – Creates a fake test lead to verify the full flow from webhook to CRM entry Click, confirm, done. No need to create a real ad campaign just to test.

✅ Instagram Lead Ads – Same Setup, Zero Extra Work

Yes, you read that right. Instagram Lead Ads work out of the box. Facebook and Instagram use the same underlying system (Meta), so when you connect your Facebook Page, Instagram leads flow through the exact same webhook. No separate setup, no extra configuration, no additional apps. If your Facebook Page is linked to an Instagram Business Account (which it almost certainly is), Instagram leads just work. One setup covers both platforms. ⚡

✅ Per-Page Lead Assignment – The Right Lead to the Right Person

Managing multiple Facebook Pages? No problem. Our module lets you assign different staff members to different pages. For example: ⚡ Leads from your Restaurant Page go to Sarah (your hospitality manager) ⚡ Leads from your Real Estate Page go to James (your property agent) ⚡ Leads from your Car Dealership Page go to Emma (your sales rep) Each page has its own “Assign Leads To” dropdown. Just select and it saves automatically. If you leave it on default, it falls back to your global assigned staff. Simple, powerful, flexible.

Complete Feature Overview

• ⚡ Lead Capture

  • ✅ Real-Time Sync (leads in seconds)
  • ✅ Facebook Lead Ads Support
  • ✅ Instagram Lead Ads Support
  • ✅ Multiple Pages Monitoring
  • ✅ Per-Page Staff Assignment
  • ✅ Duplicate Detection
  • ✅ Retry Queue (never lose a lead)
  • ✅ Custom Field Mapping

• ⚡ Setup & Configuration

  • ✅ 5-Step Setup Wizard
  • ✅ No App Review Required
  • ✅ One-Click Webhook Setup
  • ✅ Visual Field Mapping Interface
  • ✅ Default Status, Source & Assignment
  • ✅ Online Documentation (step-by-step)

• ⚡ Security

  • ✅ Server-Side Token Exchange
  • ✅ Webhook Signature Verification
  • ✅ CSRF Protection
  • ✅ Permanent Page Tokens
  • ✅ App Secret Never Exposed in JS

• ⚡ Monitoring & History

  • ✅ Statistics Dashboard
  • ✅ Sync History (filterable)
  • ✅ Activity Logging
  • ✅ Connection Status Indicators
  • ✅ Lead Count per Page

• ⚡ Testing & Debugging

  • ✅ Test Connection Button
  • ✅ Send Test Lead Button
  • ✅ Webhook Verification Status
  • ✅ Error Logging & Details

• ⚡ Notifications

  • ✅ Email Notifications on New Leads
  • ✅ Staff Assignment Notifications
  • ✅ Configurable Notification Settings

• ⚡ Compatibility

  • ✅ Perfex CRM 2.3.x – 3.x
  • ✅ PHP 7.4 – 8.3+
  • ✅ Graph API v19.0 (latest)
  • ✅ Auto Database Migrations

Why Choose This Module?

✅ Zero Technical Skills Required – The setup wizard and documentation guide you through every click. If you can copy and paste, you can set this up. ✅ Facebook + Instagram in One Module – No need for separate integrations. Both platforms, one setup, one price. ✅ Per-Page Lead Routing – Different pages, different staff. The right leads go to the right people automatically. ✅ No App Review Needed – Create your Meta App and start capturing leads immediately. No waiting for Facebook approval. ✅ Built for Perfex CRM – Native integration. Uses Perfex leads, staff, sources, statuses, and custom fields. No duplicate data. No sync issues. ✅ Battle-Tested Security – Webhook signature verification, server-side token exchange, CSRF protection. Your data is safe. ✅ Comprehensive Documentation – Step-by-step online guide that covers everything from creating a Meta App to creating your first Lead Ad campaign. Written for beginners. ✅ Reliable Support – Our support team is always around to help. We respond fast and we solve problems. ⚡

Detailed Documentation

Our comprehensive online documentation covers everything: installation, Meta App creation, webhook setup, module configuration, field mapping, Lead Ads creation, and troubleshooting. Every step has clear explanations with real screenshots. Written for non-technical users. If you get stuck, our support team is one ticket away.

Version 2.0.0

✅ Complete rewrite from scratch
✅ Instagram Lead Ads support (automatic, same webhook)
✅ Per-page lead assignment (different staff per page)
✅ 5-step guided setup wizard
✅ Visual field mapping interface
✅ Sync history dashboard with filters
✅ Retry queue for failed leads
✅ Duplicate detection (email & phone)
✅ One-click test connection & test lead
✅ Email notifications on new leads
✅ Statistics dashboard (synced, failed, pending, total)
✅ Webhook signature verification (X-Hub-Signature-256)
✅ Server-side token exchange (App Secret never in JavaScript)
✅ Permanent page tokens (no expiration issues)
✅ Graph API v19.0 (latest stable)
✅ Modern settings interface with connection status indicators
✅ Database logging of all sync activities
✅ Comprehensive online documentation (GitBook)
✅ Sidebar navigation with all module features
✅ Perfex CRM 2.3.x - 3.x compatibility
✅ PHP 7.4 - 8.3+ compatibility

Version 1.0c

Source code changed for compatibility with new platform permissions
Updated documentation for latest platform requirements
Minimum PHP version required: 7.4

Version 1.0a

Corrected language strings to avoid conflicts

Version 1.0

Initial version