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How to connect Meta Ads to your Source account

Updated this week

Meta (Facebook) Ads → Source Integration Guide

  1. Install the Integration
    ​Step 1: Log into Source.
    ​Step 2: Click the gear Settings icon on the left navigation, then scroll down to the Integrations section.
    ​Step 3: Select Ad Platforms, then select Meta Ads.
    ​Step 4: Click Connect (log into Facebook if prompted).
    ​Step 5: Approve the requested permissions in Facebook Business.
    ​Step 6: Choose the Ad Account(s) you want to sync.
    ​Step 7: You will be redirected back to Source. Once authorized the integration is complete.

  2. Using the Integration
    Source will sync campaigns, ad sets/ads, and spend from Meta Ads for attribution. Connect your Pixel and CRM to tie Meta performance to meetings, pipeline, and revenue.

  3. Disconnect Meta Ads
    ​Step 1: In Source → Settings → Integrations → Meta Ads, click Disconnect.
    ​Step 2: Confirm to stop syncing data.

  4. Uninstall the Integration from Meta
    In Facebook Business Settings / Business Integrations, remove Source to revoke access.

FAQs

  • What access is required? Advertiser access to the Ad Account(s) in the correct Business Manager.

  • Can I connect multiple ad accounts? Yes—select the accounts during installation.

  • Data timing? Very recent spend can have short API delays.

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