Prerequisites are in place. Your Dataset ID is ready. Your telecrm account is set up.

Now it's time to bring it all together.

In this video, we'll go through the complete configuration of the Meta Conversions API for Instant Forms— step by step.

We'll cover two phases —

Phase 1 — Setting up your Dataset on Meta and generating your Access Token and Endpoint URL.

Phase 2 — Connecting it all inside telecrm by creating the API Template, mapping your Facebook Lead ID, adding the payload, and testing the integration end-to-end.

By the end of this video, your telecrm and Meta will be talking to each other. 

Now let's get into the steps:

PHASE 1: Set Up Your Dataset on Meta

STEP 1 — Log In to Meta Business Manager

1. Open a new browser tab and go to business.facebook.com. Sign in to your account.

2. From the left-hand menu — navigate to Events Manager and click on Connect Data.

STEP 2 — Create or Select a Dataset

3. A window will appear asking you to connect a new data source. Select CRM from the list and click Next.

• If you already have a dataset, select it from the dropdown list.
• If you don't have one yet, click Create New Dataset and give it a name.

STEP 3 — Choose Manual Connection

4. On the next screen, click on Connect Manually.

5. Select "Do the code manually yourself" — this is the recommended option as it gives you full control over the connection.

6. Click Next.

STEP 4 — Generate Your Access Token and Endpoint URL

7. You will land on a new page. Scroll down to the Create Endpoint section and click on Generate Access Token.

8. Once generated, you will see your unique Endpoint URL.

⚠️ Critical — Copy and store both your Endpoint URL and Access Token immediately and securely. Meta will NOT display the Access Token again once you leave this page.

- Now open telecrm web application, go to Automations. Click on API Templates and then click on Create New.

Give a template name. 

STEP 4 — Add the Payload

15. Click on the Body tab and paste the JSON payload template based on your lead generation type.

Endpoint URL —

https://graph.facebook.com/v23.0/{{Instant_Form_Dataset_ID}}/events?access_token={{Dataset_Access_Token}}

Payload —

json

{
  "data": [
    {
      "action_source": "system_generated",
      "custom_data": {
        "event_source": "crm",
        "lead_event_source": "telecrm",
        "lead_id": "{{map your field variable fb lead id}}"
      },
      "event_name": "{{status}}",
      "event_time": "{{$date({{now,seconds}})}}",
      "user_data": {
        "em": ["{{$hash({{Email}})}}"],
        "ph": ["{{$hash({{Phone}})}}"],
        "ct": ["{{$hash({{City}})}}"],
        "country": ["{{$hash({{country}})}}"]
      }
    }
  ]
}

This payload sends Meta the lead's identity details — hashed email, phone, city, and country — along with the conversion event name and timestamp. The lead_id maps directly to the Facebook Lead ID stored in telecrm — linking the conversion back to the exact lead that came from your Instant Form ad.

STEP 6 — Test Your Setup

Before going live, always test the integration first.

17. Fill in the test variables below —

FB Lead ID — The Facebook Lead ID of your test lead

Status — The event name you are sending, for example, Lead or AppointmentBooked

Now, seconds — The current Unix epoch time. You can get this from epochconverter.com

Email — The test lead's email address

Phone — The test lead's phone number

18. Click Test Template.

19. Navigate to the Response Mapper and add the following two JSON paths —

events_received

fbtrace_id

20. Click Save Mapping.

If the test is successful, you will see a confirmation response from Meta. Your integration is now live and ready.

And that's the complete Meta Conversions API setup for Instant Forms. Meta is no longer flying blind. It now has real, accurate, CRM-level conversion data to work with.

This was a one-time setup. But the impact it creates runs forever.