Meta Ads & Facebook Marketing

Launch and track Facebook and Instagram ad campaigns directly from Taskyy.

Meta Ads Integration

The Meta Ads plugin connects your Taskyy account to Facebook and Instagram advertising, letting you run lead-generation campaigns that flow directly into your CRM.

What This Feature Does

  • Sync your Facebook ad account with Taskyy.
  • Create and manage lead-generation campaigns from inside Taskyy.
  • Automatically import new leads from Meta forms into your Leads pipeline.
  • Track cost-per-lead and campaign performance without leaving the app.

When To Use It

  • You want to run paid ads on Facebook/Instagram to find new customers.
  • You already have a Meta Business Manager and ad account.
  • You want leads to appear in Taskyy instantly for follow-up.

Setup Checklist

  1. Open the Meta Ads plugin.
  2. Click Connect Meta Account and authorize Taskyy.
  3. Select the ad account and Facebook Page to use.
  4. Map Meta form fields to Taskyy lead fields (name, phone, email, service type, etc.).
  5. Turn on Auto-import leads so new submissions create leads automatically.
  6. (Optional) Set default lead status, source, and assignee for imported leads.

Creating A Campaign

  1. Click New Campaign.
  2. Choose Lead Generation objective.
  3. Set budget, schedule, and targeting (location, demographics, interests).
  4. Build the instant form: add questions that match your lead fields.
  5. Review and publish.

Managing Imported Leads

  • Imported leads appear on the Leads page with source Meta Ads.
  • Each lead shows the campaign name, ad set, and form responses.
  • Use the standard lead workflow: contact, schedule, quote, convert.

Best Practices

  • Keep forms short (3–5 fields) for higher completion rates.
  • Use a clear value proposition in the ad creative (e.g., "Free Estimate in 24 Hours").
  • Set up a welcome SMS/email automation for new Meta leads.
  • Review cost-per-lead weekly; pause underperforming ad sets.

Common Issues And Fixes

Leads Not Appearing In Taskyy

  • Verify the Meta connection is active (green badge in plugin header).
  • Check field mapping—unmapped required fields block import.
  • Confirm the form is published and receiving submissions in Meta Events Manager.

Duplicate Leads

  • Enable Deduplicate by phone/email in plugin settings.
  • Merge duplicates manually from the Leads page if needed.

High Cost Per Lead

  • Narrow targeting to your service radius.
  • Test new ad creative and headlines.
  • Add a qualifying question to the form (e.g., project timeline).

SEO Context

Relevant terms for this page include contractor software, contractor management software, and construction bid management software when discussing lead acquisition workflows.

Related Docs

  • Leads and CRM: /docs/core-leads
  • Landing Page and Marketing: /docs/plugin-landing-page

Last updated: 2026-07-19