Connecting Your First Source

LightLead pulls data from ad accounts and CRMs via OAuth connections. Below is the guide for Meta Ads, the most popular source.

Prerequisites

Make sure you have:

• Access to a Meta ad account (Facebook Ads Manager)
• Admin rights on the ad account or Business Manager
• A LightLead workspace created and active

Step 1: Open Integrations

1. In the LightLead sidebar, click Integrations
2. Click Add Integration
3. Select Meta Ads from the ad platform list

Step 2: Authorize with Meta

1. A Facebook authorization window opens
2. Sign in to your Facebook account if not already signed in
3. Review the requested scopes:
   • ads_read — read ad data
   • read_insights — read statistics
   • business_management — access to ad accounts
   • Others (see Meta Ads Permissions)
4. Click Allow

Step 3: Select Ad Account

1. After authorization, LightLead shows the list of ad accounts available to you
2. Select the desired account (or multiple)
3. Click Confirm

Step 4: Verify Connection

LightLead performs a test request to verify data access:

• Successful connection: green "Active" indicator
• Error: red indicator with a description of the issue

How to verify

• A Meta Ads card with Active status should appear in the Integrations section
• When creating a report, Meta Ads should be available in the source list

Common Issues

Ad account not showing in list

• Make sure you have admin rights on the ad account
• Check that the account is added to your Business Manager
• Authorize under the correct Facebook account

OAuth authorization error

• Some permissions are limited to 60 days — reauthorization may be needed
• Check your Facebook account security settings

Related Articles

• Meta Ads Permissions
• Creating Your First Report
• Ad Connectors