Social Lead Capture for ERPNext — Meta & LinkedIn
Ingest lead-generation form responses from Meta and LinkedIn into native ERPNext Leads. The integration preserves form and campaign context, applies field mappings, prevents common duplicates, and measures the time from submission to first human response.
Supported flow
- Facebook and Instagram lead delivery through the official Meta Graph API and webhooks
- LinkedIn Lead Gen Forms ingestion through the official lead form APIs
- Per-form mapping into ERPNext Lead fields
- Cross-channel duplicate prevention
- Campaign, ad-set, and ad-level attribution where supplied by the platform
- Team or marketer assignment and response-time reporting
- Consent and opt-out values carried from the source form
Setup sequence
- Create or select the approved developer application and business assets.
- Grant only the permissions required for the intended pages and forms.
- Configure webhook verification and keep access tokens outside documents and screenshots.
- Map every required form field to a valid ERPNext Lead field.
- Submit a test lead and confirm attribution, deduplication, assignment, and consent.
- Monitor token expiry, webhook failures, and response times after go-live.
Platform coverage
This guide covers Meta and LinkedIn. Do not assume another social platform is supported until its connector is listed and configured.