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Getting Started w/ GHL Customer Care

Getting Started - Setup Facebook and Instagram Lead Ads

Learn how to connect Meta assets, create a lead generation campaign, map Facebook lead form fields, set your audience and budget, and publish in GHL Customer Care.

4 min read909 words9 explained imagesUpdated Fri, 14 Aug at 12:16 PM
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  1. How to Setup Facebook/Instagram Lead Ads
  2. Publishing an Existing Ad
  3. Frequently Asked Questions
  4. Related Articles

Connect your Facebook and Instagram channels to manage lead generation ads. Capture high-quality leads directly from social media. Facebook and Instagram Lead Ads let you capture prospect information from Meta ads and manage campaign setup directly in GHL Customer Care.

TABLE OF CONTENTS

What are Facebook and Instagram Lead Ads?

Lead generation campaigns can use Facebook lead forms to collect information such as a prospect's name, email address, phone number, or answers to custom questions.

Facebook and Instagram Lead Ads in GHL Customer Care allow you to create and manage Meta lead generation campaigns from Marketing > Ad Manager. When form fields are mapped to the appropriate GHL Customer Care contact fields, submitted lead information can be organized in the CRM for follow-up and automation.

How to Setup Facebook/Instagram Lead Ads

Step 1: Open and Activate Ad Manager

Ad Manager must be activated for the sub-account before Meta assets can be connected and campaigns can be created.

  1. In the GHL Customer Care sub-account, navigate to Marketing > Ad Manager.
  2. If Ad Manager has not been activated, click Activate Ads Manager
Step 1: Open and Activate Ad Manager (image 1 of 9) What this shows In the GHL Customer Care sub-account, navigate to Marketing > Ad Manager. What this shows Illustrates the "Step 1: Open and Activate Ad Manager" section of "Getting Started - Setup Facebook and Instagram Lead Ads". This screenshot appears in the "Step 1: Open and Activate Ad Manager" section of "Getting Started - Setup Facebook and Instagram Lead Ads". The text alongside this image reads: In the GHL Customer Care sub-account, navigate to Marketing > Ad Manager. If Ad Manager has not been activated, click Activate Ads Manager. The navigation path used here is Marketing > Ad Manager. Immediately after, the guide continues: From the Ad Manager onboarding screen, click Connect Facebook. Complete the Facebook login or authorization flow and grant the requested permissions to LeadConnector. Path: Marketing > Ad ManagerImage 1 of 9 What to clickIn the GHL Customer Care sub-account, navigate to Marketing > Ad Manager. If Ad Manager has not been activated, click Activate Ads Manager
Buttons and menus referenced Marketing > Ad ManagerActivate Ads Manager
Next stepFrom the Ad Manager onboarding screen, click Connect Facebook. Complete the Facebook login or authorization flow and grant the requested permissions to LeadConnector.
All 2 steps in this procedure
  1. In the GHL Customer Care sub-account, navigate to Marketing > Ad Manager.
  2. If Ad Manager has not been activated, click Activate Ads Manager

Step 2: Connect Facebook

  1. From the Ad Manager onboarding screen, click Connect Facebook.
  2. Complete the Facebook login or authorization flow and grant the requested permissions to LeadConnector.
Step 2: Connect Facebook (image 2 of 9) What this shows From the Ad Manager onboarding screen, click Connect Facebook. What this shows Illustrates the "Step 2: Connect Facebook" section of "Getting Started - Setup Facebook and Instagram Lead Ads". This screenshot appears in the "Step 2: Connect Facebook" section of "Getting Started - Setup Facebook and Instagram Lead Ads". The text alongside this image reads: From the Ad Manager onboarding screen, click Connect Facebook. Complete the Facebook login or authorization flow and grant the requested permissions to LeadConnector. Immediately after, the guide continues: Locate Select a Meta ads account dropdown or search field to find and select the correct ad account. Under the Facebook Page selection area, search for and select the page you want to use. Then click Connect. Once the page is connected…. Image 2 of 9 What to clickFrom the Ad Manager onboarding screen, click Connect Facebook. Complete the Facebook login or authorization flow and grant the requested permissions to LeadConnector.
Buttons and menus referenced Connect Facebook
Next stepLocate Select a Meta ads account dropdown or search field to find and select the correct ad account. Under the Facebook Page selection area, search for and select the page you want to use. Then click Connect. Once the page is connected, click the Get Started button.
All 2 steps in this procedure
  1. From the Ad Manager onboarding screen, click Connect Facebook.
  2. Complete the Facebook login or authorization flow and grant the requested permissions to LeadConnector.

Step 3: Select a Meta Ads Account 

  1. Locate Select a Meta ads account dropdown or search field to find and select the correct ad account.
  2. Under the Facebook Page selection area, search for and select the page you want to use. Then click Connect.
  3. Once the page is connected, click the Get Started button.
Step 3: Select a Meta Ads Account (image 3 of 9) What this shows Locate Select a Meta ads account dropdown or search field to find and select the correct ad account. What this shows Illustrates the "Step 3: Select a Meta Ads Account" section of "Getting Started - Setup Facebook and Instagram Lead Ads". This screenshot appears in the "Step 3: Select a Meta Ads Account" section of "Getting Started - Setup Facebook and Instagram Lead Ads". The text alongside this image reads: Locate Select a Meta ads account dropdown or search field to find and select the correct ad account. Under the Facebook Page selection area, search for and select the page you want to use. Then click Connect. Once the page is connected, click the Get Started button. Immediately after, the guide continues: Click + Create Campaign. Select Meta as the platform. Click Next. Choose to start from scratch or use an available Ad Manager template. Image 3 of 9 What to chooseLocate Select a Meta ads account dropdown or search field to find and select the correct ad account. Under the Facebook Page selection area, search for and select the page you want to use. Then click Connect. Once the page is connected, click the Get Started button.
Buttons and menus referenced Select a Meta ads accountConnect.Get Started
Next stepClick + Create Campaign. Select Meta as the platform. Click Next. Choose to start from scratch or use an available Ad Manager template.
All 3 steps in this procedure
  1. Locate Select a Meta ads account dropdown or search field to find and select the correct ad account.
  2. Under the Facebook Page selection area, search for and select the page you want to use. Then click Connect.
  3. Once the page is connected, click the Get Started button.

Step 4: Create a Campaign

  1. Click + Create Campaign.
  2. Select Meta as the platform.
  3. Click Next.
  4. Choose to start from scratch or use an available Ad Manager template.
Step 4: Create a Campaign (image 4 of 9) What this shows Click + Create Campaign. What this shows Illustrates the "Step 4: Create a Campaign" section of "Getting Started - Setup Facebook and Instagram Lead Ads". This animation appears in the "Step 4: Create a Campaign" section of "Getting Started - Setup Facebook and Instagram Lead Ads". The text alongside this image reads: Click + Create Campaign. Select Meta as the platform. Click Next. Choose to start from scratch or use an available Ad Manager template. Immediately after, the guide continues: Select Lead Generation as the campaign objective. If applicable, select the appropriate Special Ad Category. If the campaign does not fall within a special category, choose the applicable not-applicable option. Continue to the ad set…. Image 4 of 9 What to chooseClick + Create Campaign. Select Meta as the platform. Click Next. Choose to start from scratch or use an available Ad Manager template.
Buttons and menus referenced + Create CampaignMetaNext
Next stepSelect Lead Generation as the campaign objective. If applicable, select the appropriate Special Ad Category. If the campaign does not fall within a special category, choose the applicable not-applicable option. Continue to the ad set configuration.
All 4 steps in this procedure
  1. Click + Create Campaign.
  2. Select Meta as the platform.
  3. Click Next.
  4. Choose to start from scratch or use an available Ad Manager template.

Step 5: Select the Lead Generation Objective

  1. Select Lead Generation as the campaign objective.
  2. If applicable, select the appropriate Special Ad Category. If the campaign does not fall within a special category, choose the applicable not-applicable option.
  3. Continue to the ad set configuration.
Step 5: Select the Lead Generation Objective (image 5 of 9) What this shows Select Lead Generation as the campaign objective. What this shows Illustrates the "Step 5: Select the Lead Generation Objective" section of "Getting Started - Setup Facebook and Instagram Lead Ads". This screenshot appears in the "Step 5: Select the Lead Generation Objective" section of "Getting Started - Setup Facebook and Instagram Lead Ads". The text alongside this image reads: Select Lead Generation as the campaign objective. If applicable, select the appropriate Special Ad Category. If the campaign does not fall within a special category, choose the applicable not-applicable option. Continue to the ad set configuration. Immediately after, the guide continues: Configure the available ad set settings, including. Image 5 of 9 What to chooseSelect Lead Generation as the campaign objective. If applicable, select the appropriate Special Ad Category. If the campaign does not fall within a special category, choose the applicable not-applicable option. Continue to the ad set configuration.
Buttons and menus referenced Lead GenerationSpecial Ad Category
Next stepConfigure the available ad set settings, including:
All 3 steps in this procedure
  1. Select Lead Generation as the campaign objective.
  2. If applicable, select the appropriate Special Ad Category. If the campaign does not fall within a special category, choose the applicable not-applicable option.
  3. Continue to the ad set configuration.

Step 6: Configure the Ad Set

Configure the available ad set settings, including:

  • Enter an Ad Set Name.
  • Select the Facebook Page.
  • Select an Instagram Account, when applicable.
  • Choose your Placements.
  • Set the Budget and applicable schedule.
  • Configure the Audience and location settings.

Meta ad spend is charged through the payment method connected to the selected Meta ads account.

Step 6: Configure the Ad Set (image 6 of 9) What this shows Meta ad spend is charged through the payment method connected to the selected Meta ads account. What this shows Illustrates the "Step 6: Configure the Ad Set" section of "Getting Started - Setup Facebook and Instagram Lead Ads". This screenshot appears in the "Step 6: Configure the Ad Set" section of "Getting Started - Setup Facebook and Instagram Lead Ads". The text alongside this image reads: Meta ad spend is charged through the payment method connected to the selected Meta ads account. Immediately after, the guide continues: At the ad level, select Facebook Lead Form when prompted for the lead destination or supported lead capture option. Open the lead form dropdown. Select an existing form or click Create Facebook Form. Image 6 of 9 What this coversMeta ad spend is charged through the payment method connected to the selected Meta ads account.
Buttons and menus referenced Ad Set NameFacebook PageInstagram AccountPlacementsBudgetAudience
Next stepAt the ad level, select Facebook Lead Form when prompted for the lead destination or supported lead capture option. Open the lead form dropdown. Select an existing form or click Create Facebook Form.
All 6 steps in this procedure
  1. Enter an Ad Set Name.
  2. Select the Facebook Page.
  3. Select an Instagram Account, when applicable.
  4. Choose your Placements.
  5. Set the Budget and applicable schedule.
  6. Configure the Audience and location settings.

Step 7: Create or Select a Facebook Lead Form

  1. At the ad level, select Facebook Lead Form when prompted for the lead destination or supported lead capture option.
  2. Open the lead form dropdown.
  3. Select an existing form or click Create Facebook Form.

If selecting an existing form, review its mapping before continuing. When GHL Customer Care indicates that form fields are not mapped, use the mapping prompt to connect the form fields to the appropriate CRM fields.

If creating a new form, select + Create Facebook form then complete all required information to create the form.

Step 7: Create or Select a Facebook Lead Form (image 7 of 9) What this shows If creating a new form, select + Create Facebook form then complete all required information to create the form. What this shows Illustrates the "Step 7: Create or Select a Facebook Lead Form" section of "Getting Started - Setup Facebook and Instagram Lead Ads". This screenshot appears in the "Step 7: Create or Select a Facebook Lead Form" section of "Getting Started - Setup Facebook and Instagram Lead Ads". The text alongside this image reads: If creating a new form, select + Create Facebook form then complete all required information to create the form. Immediately after, the guide continues: Enter an Ad Name. Add the Primary Text. Add a Headline. Add a description when appropriate. Select the desired Call to Action. Upload the applicable image, carousel, or video media. Image 7 of 9 What to chooseIf creating a new form, select + Create Facebook form then complete all required information to create the form.
Buttons and menus referenced Facebook Lead FormCreate Facebook Form+ Create Facebook form
Next stepEnter an Ad Name. Add the Primary Text. Add a Headline. Add a description when appropriate. Select the desired Call to Action. Upload the applicable image, carousel, or video media.
All 3 steps in this procedure
  1. At the ad level, select Facebook Lead Form when prompted for the lead destination or supported lead capture option.
  2. Open the lead form dropdown.
  3. Select an existing form or click Create Facebook Form.

Step 8: Configure the Ad Creative

  1. Enter an Ad Name.
  2. Add the Primary Text.
  3. Add a Headline.
  4. Add a description when appropriate.
  5. Select the desired Call to Action.
  6. Upload the applicable image, carousel, or video media.

When the campaign is ready, click Review,confirm the campaign details then click Publish Campaign Now.

Step 8: Configure the Ad Creative (image 8 of 9) What this shows When the campaign is ready, click Review,confirm the campaign details then click Publish Campaign Now. What this shows Illustrates the "Step 8: Configure the Ad Creative" section of "Getting Started - Setup Facebook and Instagram Lead Ads". This screenshot appears in the "Step 8: Configure the Ad Creative" section of "Getting Started - Setup Facebook and Instagram Lead Ads". The text alongside this image reads: When the campaign is ready, click Review,confirm the campaign details then click Publish Campaign Now. Immediately after, the guide continues: Editing and publishing an existing ad is useful when an ad already exists in GHL Customer Care Ad Manager but still needs to be reviewed or published. This workflow allows you to return to the existing campaign configuration rather than…. Image 8 of 9 How to confirmWhen the campaign is ready, click Review,confirm the campaign details then click Publish Campaign Now.
Buttons and menus referenced Ad NamePrimary TextHeadlineCall to ActionReviewPublish Campaign Now
Next stepEditing and publishing an existing ad is useful when an ad already exists in GHL Customer Care Ad Manager but still needs to be reviewed or published. This workflow allows you to return to the existing campaign configuration rather than creating a new campaign from the beginning.
All 6 steps in this procedure
  1. Enter an Ad Name.
  2. Add the Primary Text.
  3. Add a Headline.
  4. Add a description when appropriate.
  5. Select the desired Call to Action.
  6. Upload the applicable image, carousel, or video media.

Publishing an Existing Ad

Editing and publishing an existing ad is useful when an ad already exists in GHL Customer Care Ad Manager but still needs to be reviewed or published. This workflow allows you to return to the existing campaign configuration rather than creating a new campaign from the beginning.

  1. Navigate to Marketing > Ad Manager.
  2. Locate the applicable ad or campaign.
  3. Click the three-dot action menu.
  4. Click Edit.
  5. Review the available campaign, ad set, and ad settings.
  6. Continue to the final review and publishing stage.
  7. Click the applicable Publish action and confirm the publication.
Publishing an Existing Ad (image 9 of 9) What this shows Navigate to Marketing > Ad Manager. What this shows Illustrates the "Publishing an Existing Ad" section of "Getting Started - Setup Facebook and Instagram Lead Ads". This screenshot appears in the "Publishing an Existing Ad" section of "Getting Started - Setup Facebook and Instagram Lead Ads". The text alongside this image reads: Navigate to Marketing > Ad Manager. Locate the applicable ad or campaign. Click the three-dot action menu. Click Edit. Review the available campaign, ad set, and ad settings. Continue to the final review and publishing stage. Click the applicable Publish action and confirm the publication. The navigation path used here is Marketing > Ad Manager. Immediately after, the guide continues: Q: Do I need a Meta ads account to use GHL Customer Care Ad Manager for Facebook and Instagram ads? Yes. A Meta ads account must be selected during Ad Manager setup before the onboarding flow can be completed. Path: Marketing > Ad ManagerImage 9 of 9 Where to goNavigate to Marketing > Ad Manager. Locate the applicable ad or campaign. Click the three-dot action menu. Click Edit. Review the available campaign, ad set, and ad settings. Continue to the final review and publishing stage. Click the applicable Publish action and confirm the publication.
Buttons and menus referenced Marketing > Ad Managerthree-dot action menuEditPublish
Next stepQ: Do I need a Meta ads account to use GHL Customer Care Ad Manager for Facebook and Instagram ads? Yes. A Meta ads account must be selected during Ad Manager setup before the onboarding flow can be completed.
All 7 steps in this procedure
  1. Navigate to Marketing > Ad Manager.
  2. Locate the applicable ad or campaign.
  3. Click the three-dot action menu.
  4. Click Edit.
  5. Review the available campaign, ad set, and ad settings.
  6. Continue to the final review and publishing stage.
  7. Click the applicable Publish action and confirm the publication.

Frequently Asked Questions

Q: Do I need a Meta ads account to use GHL Customer Care Ad Manager for Facebook and Instagram ads?
Yes. A Meta ads account must be selected during Ad Manager setup before the onboarding flow can be completed.

Q: Why is the Get started button disabled?
The button remains unavailable until the required Ad Manager connection steps are complete. Confirm a Meta ads account has been selected and a Facebook Page shows as connected.

Q: Why is field mapping important?
Field mapping connects Facebook form responses with the corresponding GHL Customer Care CRM fields. Proper mapping helps ensure details such as name, email, phone number, and custom responses are stored in the correct contact fields.

Q: Can I use an Instagram account with the campaign?
Yes, an Instagram account can be selected at the ad set level when available. If an Instagram account is not connected, campaign behavior can depend on the available Meta configuration and selected placements.

Q: Can Facebook Lead Ad submissions trigger GHL Customer Care workflows?
Yes. When the Facebook integration and lead syncing are configured, Facebook Lead Ad submissions can be used with GHL Customer Care automation, including the Facebook Lead Form Submitted workflow trigger.

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