Before connecting
Have access to the correct Facebook Page and Pixel/Dataset. Meta consent must allow Page management and the required assets. The platform connection must be available before your business can connect.1
Connect Meta
Choose Connect Meta and sign in through Meta’s own authorisation screen.
2
Choose the business assets in Meta
Authorise one intended Page with Page Manage access and one Pixel/Dataset. The CRM does not provide a separate asset picker for this setup.
3
Check the connection
Return to ArcSolar and look for Connected and syncing. Review the Page, connected forms and inbound routing.
4
Verify both directions
Submit a clearly identified test lead through the intended form. Check that it arrives with the right source and customer details. Follow the supported qualification transition and inspect the integration/provider diagnostics for feedback.
What two-way means
Inbound: leads from the connected Page’s forms enter the CRM. Outbound: the inspected connection describes qualification feedback when New moves directly to Contacted or Quoted. Do not assume every later stage, note or message is mirrored back to Meta. A connected status does not prove attribution or improved advertising results. Verify an actual lead and the supported event before declaring the setup complete.Fix a connection
- Reconnect Meta: access expired or was removed; repeat authorisation.
- Automatic setup is waiting on Meta: check the Page and Pixel/Dataset choices in Meta consent.
- Management access required: use an appropriately authorised account.
- Sign-in temporarily unavailable: contact ArcSolar support; clients should not need to supply platform technical credentials.