Loading board...
Pipeline Board
to
The People Project
Pipeline Board
Who to call today
Recent Leads
NameServicePhoneFolderDate
Scheduled WhatsApp Messages
Meta Leads Integration Setup
Follow these steps to automatically capture leads from your Facebook/Instagram lead forms.
1
Create a Facebook App
Go to developers.facebook.com → My Apps → Create App → Business type. Note your App ID and App Secret.
2
Add your Webhook URL in the Facebook App
Under your app → Webhooks → Subscribe to "leadgen" events. Use the URL below as your Callback URL and set a Verify Token of your choice.
https://your-deployed-app.com/api/meta-webhook?company_id=YOUR_COMPANY_ID
3
Connect your Page to the App
In Facebook App → Messenger/Instagram settings → Subscribe to your Facebook Page that has the lead gen form.
4
Map form fields to The People Project CRM
The People Project CRM automatically maps: full_name, email, phone_number from your Meta lead forms. Leads will appear in your Cold folder automatically.
ℹ
Note: Webhook requires backend deployment
The Meta webhook endpoint requires a server to receive POST requests. When you deploy The People Project CRM on a backend (Node.js/Supabase Edge Functions), the webhook handler is included. For now you can add leads manually and this will auto-activate once deployed.
Admin Panel
Super Admin
Companies
Import Leads
Bring in your existing leads from an Excel or CSV file, or straight from your phone contacts.
Manage Folders
Custom Lead Fields
These fields appear inside every lead's detail panel. Only owners can manage fields.
Default FieldsType
Full NameText / Built-inDefault
PhoneText / Built-inDefault
EmailText / Built-inDefault
ServiceText / Built-inDefault
Lead DateDate / Built-inDefault
Deal ValueNumber / Built-inDefault
SourceSelect / Built-inDefault
NotesText / Built-inDefault