Marketing integration

Connect Meta lead forms to Nexi.

An authorized Nexi customer can connect Facebook Pages and lead forms it manages so new submissions can enter that customer's Nexi workspace.

Marketing

Meta Lead Ads

Capture authorized lead-form submissions into Nexi.

What Nexi connects

Keep the available provider context connected to the work that follows.

  • Customer-authorized Facebook Pages
  • Selected lead forms
  • Supported submitted fields
  • Nexi Lead and source context

Main workflows

How the connection fits into Nexi.

  1. 01

    Authorize Pages managed by the customer

  2. 02

    Select Pages and lead forms

  3. 03

    Map supported submission fields

  4. 04

    Create or update a Lead and apply the configured CRM workflow

Data used

Only the context needed for the authorized lead-form workflow.

Nexi may receive Page and form identifiers and names, form status and field definitions, submitted form values, available Page and form source context, provider identifiers and timestamps, authorization and connection status, and technical delivery information used to operate or troubleshoot the connection.

The submitted fields depend on the customer's form and may include contact and enquiry information.

Customer control

Authorization stays connected to the customer's workspace.

The customer chooses the Pages and forms it manages, selects supported mappings and controls the resulting CRM workflow. Disconnecting Meta stops future use of the revoked authorization but does not automatically remove historical Lead records.

Setup and connection

Customer-controlled authorization and mapping.

A customer signs in, authorizes the business assets they manage and chooses the Pages, forms and field mappings used by their workspace.

  1. 01Authorize managed Facebook Pages
  2. 02Select Pages and lead forms
  3. 03Map supported fields
  4. 04Test Lead creation and the configured CRM workflow

Factual capabilities

Defined around the supported connection.

  • Select permitted Pages and forms
  • Map supported form fields
  • Receive authorized submissions
  • Preserve available Page, form and submission context

Related Nexi modules

Where the connected context can appear.

LeadsMarketingAssignment & SLAAutomationsReports

Review the connection

Discuss Meta Lead Ads and your Nexi workflow.

We can review your source access, intended data flow and the supported setup for your brokerage.

Book a Demo