Prerequisites
You need access to the relevant Meta business Page and Lead Ad form, plus organization admin access in SHVYA. Provider lead access must be granted to the connected app where applicable.
Connect
- Open Connect Hub → Meta Lead Ad Forms.
- Select or add the authorized Meta Page.
- Choose the lead form to receive.
- Map form answers to SHVYA name, phone, email, attributes, destination pipeline and stage.
- Save and enable the form connection.
- Submit a provider-side test lead and confirm the lead record appears with the correct acquisition source.
What to confirm
- Meta Page and form IDs match the active campaign.
- The form is subscribed and the webhook receives lead events.
- Required phone/contact details are normalized safely.
- An existing lead may be updated rather than duplicated.
- A form submission does not itself open a WhatsApp customer-service conversation.
If no lead arrives
Check permissions, page/form mapping, form subscription, provider event receipt and whether a duplicated contact already exists. Note the time and safe Meta lead ID for support.
