This week monday.com refreshed its documentation for the Meta Ads integration, covering campaign imports, lead collection, and the Conversions API (CAPI) connection. If your team runs paid social alongside a CRM workflow, here is what the integration does and where it fits.
Meta Ads Integration: campaigns and leads in one board
The Meta Ads integration connects monday.com CRM directly to your Meta Ads account, covering two distinct workflows: pulling campaign performance data into a board, and routing new leads from Meta lead-gen forms straight into your pipeline.
Campaign import creates a monday.com board populated with all active campaigns from the last 24 months. The supported field list is extensive: spend, impressions, CTR, CPC, CPM, leads, purchases, reach, frequency, status, start and end dates, and several dozen more. Once connected, the board syncs on a schedule you control (daily, weekly, or monthly at a chosen hour). The sync is automatic after the initial setup, so campaign data stays current without manual exports.
Lead collection works through a separate automation template: "When a leads form is submitted, create an item." You map each field from your Meta lead form to a column on your monday.com board, so new leads land with all the information you configured, correctly filed from the moment the form is submitted. Adding a Source column and setting it to "Meta" during setup makes filtering and attribution straightforward when leads arrive from multiple channels.
CAPI (Conversions API) closes the loop in the other direction. Once a lead progresses through your pipeline, you can send a status update from monday.com back to Meta's ad manager to register a conversion event. This improves campaign optimisation accuracy, particularly useful for lead-gen campaigns where the conversion happens offline or after a delay. Setup requires a Lead ID column on your board, which you map during the lead collection step.
One thing worth noting: the connection between your Meta account and monday.com expires after 90 days of inactivity. If an integration goes unused for that period, you will need to revoke access in Meta and reconnect.
Why this matters for teams switching to monday.com
For teams migrating from HubSpot or Salesforce, Meta lead-gen connections are often a critical workflow to replicate. Both platforms have native Facebook Lead Ads integrations, and any gap in that flow during a migration is visible immediately in lost leads. The monday.com Meta Ads integration covers the same core use case: form submissions route to your CRM in real time, no manual export required. If paid social lead generation is part of your current CRM workflow, mapping this integration is one of the first things to verify in a migration plan.
If you are planning a move to monday.com and want to make sure integrations like this are accounted for in the scope, a free consultation is the quickest way to work through what needs rebuilding.
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