Goal: ads in, leads in — automatically, with attribution.

You need: integrations access (admins/managers) and admin access to the ad account itself.

Steps:

  1. Go to Settings → Integrations.
  2. In Connected Accounts, click Continue with Facebook (or Connect with TikTok) and approve the permissions in the popup.
  3. Once connected, set up a lead chain (next guide) so each ad form's fields map to your CRM fields.

Token expiry: Meta/TikTok tokens expire periodically — a banner warns you; click Reconnect when it appears.