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Permissions for Meta Leads

To connect your Facebook Lead Ads to Voyado Customer Engagement, your Facebook user account and associated assets need specific permissions.

Without the right access, Voyado won't be able to sync lead data from your ads to your Customer Engagement account.

Follow these steps to configure the required permissions.

1. Facebook page admin access

You must be an admin of the Facebook Page running the lead ad, since lead forms are tied to the Page.

  • Go to Facebook Page settings and then Page Roles.
  • Ensure your role is set to Admin (and not just Editor or Moderator).

2. Ad account access

To create or manage Lead Ads, your user must also have access to the Facebook Ad Account running the campaigns.

  • Visit Business Manager Settings.
  • Under Ad Accounts, confirm that you have either:
    • Admin access to create and manage ads and forms.
    • Advertiser access to use existing assets.

3. CRM access via Business Integration

When connecting Facebook to Customer Engagement, Facebook prompts you to grant permissions through a Business Integration prompt. These permissions must be accepted for syncing to work.

Required permissions include:

  • Manage your Pages
  • Read lead data from your forms
  • Access to Ad Accounts and connected assets
  • Read business asset groups
Ensure you do not deselect any checkboxes during setup, or syncing might fail.

4. Leads access in Facebook Business Settings

Facebook also requires that your user is explicitly granted Leads Access, even if you already have Page Admin rights.

  1. Go to Business Settings.
  2. Click Integrations → Leads Access.
  3. Select your Page and confirm your user has access.
  4. If not, click Assign People and select your user.

If this step is skipped, Customer Engagement will not receive leads, even if everything else is correctly configured.

5. Customer Engagement specific requirements

To complete the integration in Voyado Customer Engagement:

  • You must have configured the integration in Customer Engagement correctly.
  • Your Facebook Business Account must be connected via the Meta Lead Ads app in Customer Engagement.
  • You must authorize the Facebook connection using your login credentials.

6. Other troubleshooting tips

  • Are no leads coming through?
    • Recheck Leads Access in Facebook Business Manager.
    • Reauthorize your Facebook connection in Customer Engagement.
    • Ensure the lead form is attached to the correct Page.
  • Are your leads missing data?
    • Review the form fields in Facebook and confirm they are correctly mapped in Customer Engagement.
If you're unsure about your permissions or need more help setting up the integration, contact your Voyado account manager or reach out to Voyado support.

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