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Integrations / Meta Ads

Meta Ads

The Meta Ads integration connects your Facebook and Instagram lead ad forms directly to your Tripdocks lead queue. When a prospect fills in a lead form on any of your Facebook Pages, their details arrive in your CRM automatically — no manual exports, no CSV uploads.

Prerequisites

Before you begin, make sure you have:

  • Admin access to a Meta Developer account at developers.facebook.com
  • A Facebook App created under your developer account (or permission to create one)
  • Admin access to the Facebook Pages whose lead forms you want to capture

Step 1 — Create a Meta Developer App

If you don’t already have a Facebook App, create one:

  1. 1Go to developers.facebook.com/apps and click Create App.
  2. 2Choose Business as the app type and follow the prompts.
  3. 3Once created, note your App ID — you’ll need it in the next step.
  4. 4Go to App Settings > Basic and copy your App Secret.

Step 2 — Enter Your App Credentials in Tripdocks

  1. 1In Tripdocks, go to Settings > Integrations.
  2. 2Find the Meta Ads card and click Set Up.
  3. 3Enter your Meta App ID and App Secret and save.

Tripdocks will generate a unique Webhook Callback URL and Verify Token for your account. You’ll use these in the next step.

Step 3 — Configure the Webhook in Meta

  1. 1In your Meta Developer App, go to Products > Webhooks (add it if it’s not listed under your app).
  2. 2Under the Page object, click Subscribe.
  3. 3Fill in the fields:
    • Callback URL — copy this from Tripdocks (shown in the integration wizard under Webhook Configuration)
    • Verify Token — copy this from Tripdocks (shown on the same screen)
  4. 4Click Verify and Save. Meta will send a challenge request to Tripdocks to confirm the endpoint is live.
  5. 5After saving, scroll down to Page subscriptions and enable the leadgen field.

Step 4 — Configure Facebook Login Settings

For the OAuth connection to work, your app needs to know which domains are allowed:

  1. 1In your Meta Developer App, go to Products > Facebook Login > Settings.
  2. 2Under App Domains, add app.tripdocks.com.
  3. 3Under Valid OAuth Redirect URIs, add: https://api.tripdocks.com/api/public/meta/auth-callback
  4. 4Save changes.

Step 5 — Switch Your App to Live Mode

Meta apps must be in Live Mode to receive real lead data:

  1. 1Go to the top of your Meta Developer App dashboard.
  2. 2Toggle the app status from Development to Live.
  3. 3If prompted, confirm your Privacy Policy URL and other required fields.

Note: In Development mode, only users listed as app developers/testers can submit test leads. Live Mode is required for production lead capture.

Step 6 — Connect with Facebook

  1. 1Back in Tripdocks, open the Meta Ads integration wizard and go to the Connect with Facebook step.
  2. 2Click Connect with Facebook. A popup will open taking you to Facebook’s authorization screen.
  3. 3Log in with the account that has admin access to your Facebook Pages and grant the requested permissions.
  4. 4Once authorized, the popup will close and Tripdocks will display your connected Facebook Pages.

Step 7 — Enable Leadgen Subscription for Your Pages

After connecting, you’ll see a list of your Facebook Pages. Use the toggle next to each page to enable leadgen subscription. Only leads from subscribed pages will flow into Tripdocks.

You can enable or disable individual pages at any time from the integration settings.

Step 8 — Test with the Meta Lead Ads Testing Tool

Before going live, verify the connection end-to-end:

  1. 1Go to developers.facebook.com/tools/lead-ads-testing.
  2. 2Select your Facebook Page and one of its lead forms.
  3. 3Click Preview Form, fill it in, and submit.
  4. 4Check your Tripdocks lead queue — the test lead should appear within a few seconds.

Test leads created by this tool will appear in your Tripdocks queue just like real leads. You can delete them afterwards.

How Leads Are Processed

When a lead form is submitted on Facebook or Instagram:

  1. 1Meta sends a notification to Tripdocks via the webhook.
  2. 2Tripdocks verifies the request signature and checks that the page is subscribed.
  3. 3The lead’s field data (name, email, phone) is fetched from the Meta Graph API.
  4. 4A new entry is created in your Lead Queue with the source set to meta.

All incoming leads are logged under the integration — including errors and duplicates — so you have a full audit trail.

Duplicate Detection

If Meta delivers the same lead notification more than once (which can happen during retries), Tripdocks detects the duplicate and discards the repeat without creating a second lead record.

Disconnecting

  • Disconnect — Revokes the Facebook connection but keeps your App ID and Secret. You can reconnect later without re-entering credentials.
  • Remove App — Permanently deletes your Meta App credentials, all page connections, and associated data. This cannot be undone.
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