What This Integration Does

Once connected:

• Leads from Meta native forms automatically create contacts in Rotor

• Leads are automatically tagged as Meta

• The specific form name is added as a tag

• Ad spend data syncs into Rotor Analytics

• You can track conversions and ROI directly inside Rotor

Step 1: Access the Meta Integration in Rotor

To connect Meta:

1. Log into Rotor on desktop

2. Click Settings in the bottom-left corner

3. Select Meta under Integrations

4. Click Add Connection

🔑 You must be an Admin in Rotor to access this page.

If you already have a Meta page connected:

• You can still add another page

• If you’re running multiple campaigns under the same page, you do not need to reconnect it

Step 2: Connect Your Meta Page

Before starting, make sure you are logged into your Meta Business Suite account.

When prompted:

1. Select the Facebook page you’re running ads from

2. Select the page you want connected to Rotor

3. Confirm the correct Ad Account is selected

⚠️ If the Ad Account isn’t properly set up, the connection may still work — but ad spend data might not pull correctly.
Double-check with whoever manages your ads to confirm the correct ad account is connected.

Scroll down:

• Click Accept

• Click Save

It will load for a few seconds.

Click “Got it”, then you’ll be redirected back into Rotor.

Select which page you want connected when prompted.

Your Meta page is now connected 🎉

Step 3: Test the Connection

The best way to confirm everything is working is to use the test tool.

1. Click the Test leads with Facebook Lead Ads Testing Tool link to be redirected to:

   https://developers.facebook.com/tools/lead-ads-testing/

   • A Meta page will then pop up

2. Select the page you want to test

3. Choose a form type

4. Click Create Lead

Then go back into Rotor and check your leads.

If you see a dummy data lead, the integration is working correctly.

How Leads Are Tagged

When a lead comes in from Meta:

• It is automatically given a source of “Meta Ads” by default

• It is automatically tagged with the form name

• Additional form data is sent to the lead notes

If you check the test submission, you’ll see which form generated the lead.

This is extremely helpful if you're running multiple offers.

For example:

• One form offers $100 Off

• Another offers 50% Off

• Another offers a Free Service

You can build automations based on the specific form tag.

Using Tags for Automations

Because Rotor automatically tags leads with the form name, you can:

• Create automations triggered by Form A

• Create separate automations triggered by Form B

• Send different follow-up messages based on the offer

This is especially useful if you’re running ads for different services like:

• Christmas Lights

• Pressure Washing

• Lawn Care

• Window Cleaning

Each service can have its own form and its own follow-up sequence.

Customizing Lead Sources & Additional Tags

If you want to adjust the lead source:

1. Go back into Integrations

2. Select the Meta connection

3. Choose a different lead source (these come from your Customization settings)

You can also add additional automatic tags.

For example:

• “February”

• “March Promo”

• “Spring Campaign”

Once saved, all leads from that Meta connection will automatically receive those tags.

Viewing Meta Analytics in Rotor

Once your account is connected, you can track performance directly in Rotor.

1. Go to Analytics

2. Click Meta

3. Select the desired time period you want to see with the dropdown

4. If you just connected your account, you may not see much data yet. As campaigns run and leads come in, your data will populate here.

Setting Your Conversion Criteria

For ROI tracking to work properly, you must define what counts as a conversion.

Inside the Meta Analytics section:

• Click the gear icon on the Converted card

• Choose which pipeline stage counts as a conversion

For example:

If you want conversions counted when a lead moves into your pipeline, “Sold”, select that stage.

From that point forward:

• Every lead moved into Sold on the leads page will count as a conversion in your Meta analytics

• Inputting the Projected Value on those leads will ensure that the return on ad spend (ROAS) will calculate correctly and automatically

Tracking ROI Inside Rotor

Once:

• Leads are syncing

• Ad spend is syncing

• Conversion criteria is set

You’ll be able to:

• Track cost per lead

• Track number of conversions

• Measure return on ad spend

• Compare performance across campaigns

As real leads move through your pipeline, your campaign data will become more meaningful.

Final Thoughts

Connecting Meta to Rotor allows you to fully automate lead capture and track performance without manual entry. Native Meta form submissions automatically create leads, apply tags, and sync ad spend data so you can measure ROI directly inside Rotor.

Just remember:

• This integration works for Meta native lead forms, not DMs

• Always confirm the correct Ad Account is selected

• Set your conversion criteria to ensure ROI tracking is accurate

• Use form tags strategically for segmented follow-up

Once connected, you’ll have a seamless pipeline from ad click → form submission → automated follow-up → closed sale — all tracked in one place.

If you run into any issues, our team is happy to help.

Tips for Using Meta Integrations Effectively

• Always verify the correct Ad Account is selected to ensure ad spend pulls in accurately

• Use unique forms for different offers so you can segment leads properly

• Build automations triggered by specific form tags to personalize follow-up messaging

• Add monthly or campaign-specific tags (ex: “February Promo”) to track seasonal performance

• Set your conversion criteria carefully so ROI and ROAS calculations reflect real revenue

• Use the Test Lead tool anytime you make changes to confirm everything is syncing correctly

• Regularly review Meta Analytics in Rotor to monitor cost per lead and conversion performance

Congratulations! Your team is now ready to connect Meta to Rotor, automate lead capture, and track ad performance with clarity and confidence to optimize your ROI—all inside Rotor.

Have additional questions? Our team is ready to help you succeed. Contact us through the chat or drop us an email at support@getrotor.com.