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Module 7 of 12 · Marketing and automation · Lesson 13 of 13

Connect Meta Ads to see ad results in a project

Connect your Meta Business account once, link an ad account to a project and read spend and conversions.

5 minIntermediateFor: Agency owner or managerLast checked
Video tutorial coming soon

The written steps below are complete. The Video script tab shows exactly what the video will cover.

With Meta Ads connected, each project's dashboard shows what its Facebook and Instagram ads spent and what they brought in, next to the search and website numbers. It is read-only and available on paid plans.

By the end you can

  • Connect a Meta account
  • Link an ad account to a project
  • Read the Meta Ads box

Screens used

Before you start

  • A Meta Business account with access to the client's ad account.

Steps

  1. 1

    Open Integrations

    On: /settings/integrations

    Open Settings and choose Integrations. Find Meta Ads.

    You should see: A way to connect Meta Ads.

  2. 2

    Connect Meta

    On: /settings/integrations

    Start the connection and sign in to Meta yourself, allowing read access to ads.

    You should see: The Meta account is listed as connected.

  3. 3

    Link an ad account to the project

    On: Project, Dashboard

    Open the project's Dashboard. In the Meta Ads box press Pick ad accounts and choose the client's ad account.

    You should see: The box is titled "Meta Ads — last 30 days".

  4. 4

    Read the numbers

    On: Project, Dashboard

    The box shows Spend, Conversions and Impressions, the Top campaigns and Daily spend. Refresh now updates it.

    You should see: Last month's ad spend and conversions.

Tips

  • The first sync runs overnight; use Refresh now if you cannot wait.
  • "Meta token expired" means you need to reconnect from Settings, Integrations.
  • Advanced users can paste a long-lived system user token under Bring your own access token (advanced).

Troubleshooting

"Meta Ads is on paid plans"
Your workspace is on the free plan. Press See plans to upgrade.
"No data yet — first sync runs at 03:00 UTC, or click refresh."
Press Refresh now to pull the numbers straight away.
The numbers stopped updating.
Meta's permission has expired. Reconnect Meta under Settings, Integrations.
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