Meta: Per-Form Settings — Sync, Assignment & Notifications

Per-form Settings#

Open a Lead Form from Pages & Forms → Manage, then choose the Settings tab. Everything here applies to that one form, so you can route sales leads and support leads differently.

• Sync controls — pause real-time sync, and override the lead source, lifecycle stage, and lead status applied to every new Contact from this form.

• Lead assignment — send every lead to one specific user, or round-robin to a team with even rotation. Round-robin can automatically skip out-of-office members, and shows who is next in line.

• Email notifications — email the assigned user, the whole team, or custom recipients when a lead syncs, using either the system email or one of your saved email templates.

Account-level settings & alerts#

Back on the main Meta integration, the Settings tab covers the whole connection.

• Connection — who authorized the integration, the external account, and when it was connected.

• Alert & Notification Settings — email the organization owner, the authorizing user, or extra addresses when the connection needs attention (token expired, permission revoked, webhook failure). You get one alert per incident, never repeats.

• Danger zone → Disconnect — stops receiving new leads and revokes the stored credentials. Your existing Contacts, forms, mappings, and history are all kept, and you can reconnect any time.