Meta Advertising Account Connection
Connect your advertiser, check account readiness and link marketing responses with customer follow-up.
In the CRM: Social Media → Meta Ads → Account Connection
Connect the advertiser used by your business
Account Connection links Facebook and Instagram advertising with Mango9’s campaign tools and reporting. Choose the identity and advertising accounts that belong to the business you are working on.
The connection also brings lead-delivery and conversion-feedback controls together. This helps connect the advertising response with the enquiries and outcomes your team handles in Mango9.
Connect and choose ad accounts
The Facebook Page and ad account are separate selections. A Page provides the business identity and related lead forms; the ad account holds campaign and spending information.
Refresh accounts rereads the accounts available to the connection. Create ad account opens the account-creation process when you need a new advertiser.
- Choose Connect Meta, or Manage Meta connection for an existing authorization.
- Complete the authorization on Meta using the identity that manages the business.
- Return to Mango9 and choose the intended Facebook Page when prompted.
- Use Choose ad accounts to review the available accounts. Select the accounts for this client, then choose Connect selected accounts.
- Check Connected ad accounts for currency, time zone, Readiness, Campaign editing and Reporting. Complete any access item the page identifies.
Understand the account controls
| Control | How it helps |
|---|---|
| Manage account | Review the selected advertiser’s account settings and available changes. |
| Business & access | Review the business relationship and access offered for that advertiser. |
| Delivery status | Check the Page/form lead-delivery setup and its recorded activity. |
| Feedback settings | Configure how lead outcomes are reported back to the advertising platform. |
| View campaigns | Open the campaign workspace for the connected advertiser. |
Bring lead-form enquiries into the follow-up process
Use Delivery status to review the Page and forms connected to the account. Complete the destination and field-mapping choices for the forms you want to receive. Field mapping means matching an answer on the form to the right place in Mango9, such as the customer’s name, phone number or email.
Use Feedback settings to review the destination and the lead-status events you want to send back. Delivery brings the enquiry into Mango9; feedback tells the advertiser about the configured outcomes after your team works on it.
For a consultation offer, route the enquiry to the intended team and use staff calls, SMS templates or a configured AI agent to answer questions and book an appointment. For a lead-selling offer, use the matching campaign and buyer qualification process.
Reconnect or remove an account
Use Reconnect for a disconnected account when you want to restore its connection and reporting. Review lead-delivery and feedback settings after reconnecting.
Remove opens a review of the connection and its saved data. The screen lets you choose whether to keep or remove the saved advertising records and, when eligible, imported CRM contacts. Read those choices before confirming.
Disconnecting the account stops its Mango9 sync and automation. Live advertisements on the advertising platform continue running; use campaign delivery controls when your intention is to pause the ads.
Use Supervisor to coordinate setup
Ask: “Help me connect the Facebook and Instagram advertiser for our consultation offer, review the lead destination and explain the follow-up steps.” Add the service, location and business outcome you want.
Supervisor can connect the setup discussion with the campaign, lead handling, calling and appointment process. Telnyx remains your carrier for purchased business numbers, calls and texts; the advertising connection provides access to your ad account.