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Meta Form Fetching & Mapping in OneLead

Once your Meta Ads Page Config is set up and leads are being received in Meta Webhook Lead Logs, the next step is fetching and mapping lead forms. This ensures that incoming lead data is correctly assigned to your CRM lead doctype fields.

Page Configuration

To find the pages associated with your Meta Ad Account: - Navigate to OneLead > Meta Ads Page Config. - This will display a list of page names linked to your user_adaccounts. - Alternatively, check OneLead > Meta Page to see the full list of fetched pages.

Meta Ads Page Config:

Meta Ads Page Config

Meta Ads Page Config

Verify Lead Doctype Reference

  • In Meta Ads Page Config, ensure that "Lead Doctype Reference" is set.
  • This acts as a global setting to assign all lead forms under this page to a specific Lead Doctype.
  • You can override this per individual form later.

Ensure that your page is enabled to allow lead entries. If disabled, it will appear as disabled in Meta Webhook Lead Logs.

Mapping Meta Lead Forms

  1. Open the Page Configuration (Meta Ads Page Config).
  2. Under the mapping child table, add a new row and select a Meta Lead Form from the Forms List.
  3. Click the Quick Map button (Note: Due to a Frappe table issue, the button will not appear until you select a row).
  4. This will open the Quick Map Lead Fields pop-up.

Forms List & Quick Map Button:

Quick Map

Forms List & Quick Map

Quick Map Lead Fields

In the Quick Map Lead Fields pop-up, you will see:

Column Description
Meta Field Fields available in the Meta Lead Form.
Lead Doctype Field Fields from the selected Lead Doctype Reference.
Default Value Hardcoded values for this field, applied to all leads under this form.
Formatting Function Helper function to modify/sanitize the field value before saving.
Function Parameters If a function requires additional parameters, pass them as a JSON object.

Understanding Field Mapping Logic

  • Meta Field → Lead Doctype Field Mapping

    • Assign Meta form fields to corresponding CRM fields.
    • Ensure mandatory fields in the Lead Doctype are mapped correctly.

  • Default Value

    • If a field is missing in Meta Lead Form, you can hardcode a value.

    • Field Lookup Order (Dynamic Values) If a default value field is mapped using field:field_name, OneLead searches for the field_name value in this order:

      1. Meta Webhook Lead Logs
      2. Meta Lead Form

      3. Meta Ads Page Config

      4. If no value is found, an error is raised in Meta Webhook Lead Logs.

  • Formatting Function

    • Choose a function to modify data before storing (e.g., phone number formatting).
    • Custom functions can be added via Server Scripts and handled in Lead doctype event (validate or before_save).

  • Function Parameters

    • column available in form view.
    • If a custom function requires parameters, pass them as a JSON object.

Saving & Populating Forms

  • Once all fields are mapped, click Save Mappings.
  • Save the Meta Ads Page Config.

Troubleshooting

  • If a form is missing in Meta Lead Form, click Populate Forms to fetch all latest forms for that page.

Next Steps

This completes the Meta Form Fetching & Mapping setup for OneLead.