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Integrations & Lead Capture
Integrations & Lead Capture
Connect Meta Lead Ads, Google Forms, web forms, and external tools to AI Engage.
Introduction to Integrations & Lead Capture
Where to find integrations, what AI Engage connects to today, and how leads flow into your CRM from ads and web forms.
Connect Meta Lead Ads (Facebook & Instagram)
Authorize Meta, pick the Facebook Pages and Lead Forms to sync, and start pulling Facebook and Instagram leads into Contacts in real time.
Meta: Manage Pages, Forms & Field Mapping
Use the Pages & Forms tab to activate or pause individual Lead Forms, and map each Meta form question to the right Contact field.
Meta: Per-Form Settings — Sync, Assignment & Notifications
Control how each Lead Form processes leads: pause sync, set lead source and status, assign to a user or round-robin team, and send email alerts.
Meta: Sync Past Leads & Monitoring
Backfill leads submitted before you connected, and monitor delivery with the Overview stats and per-form Form History.
Connect Google Lead Form Ads
Capture leads from Google Ads Lead Form extensions using a per-tenant webhook — generate a key, paste it into Google Ads, add each form, and map fields.
Advertising Analytics: Unified Ad Performance & Cost Per Lead
The Advertising Analytics page pulls every advertising platform you run — Meta Ads, Custom Advertising, and anything else that writes into your ad-performance history — into one report. Instead of…
Track Offline Advertising with Custom Campaigns
Not every lead comes from a click. Custom Advertising lets you record offline media — newspaper, radio, hoardings, TV, flyers, events and more — as campaigns with dated spend, so those channels app…
Configure Conversion Tracking: Revenue, ROAS & Converted Leads
Spend and cost per lead tell you what advertising costs; Conversion Tracking tells you what it earns. It is a single, global rule that defines when an ad lead counts as converted and which field it…
API Keys: Build Custom Integrations
Generate Personal Access Tokens for the AI Engage Public REST API to connect third-party apps, with scoped permissions, expiry, and usage tracking.
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