Meta integration
Meta leads, connected to your CRM.
Resios is a CRM and marketing platform for real estate businesses, operated by Resios Technologies Inc. Connect the Meta accounts you already use to bring lead-form answers into your workspace and read ad performance alongside your CRM.
Resios is in private beta. Customer availability of this integration is subject to Meta's required permissions and approvals, which are still in progress.
From Instant Form to contact
Create your ads and Instant Forms in Meta
Your ad account runs the ads. A Facebook Page owns the Instant Form an ad can open, including forms used by Instagram lead ads. Ads that do not use an Instant Form do not send form submissions through this connection.
Authorize your account and choose a Page
A Resios workspace owner or admin connects through Meta OAuth and approves the requested access. Choose a Page you are authorized to use. The current connection supports one Page per Resios workspace; your business keeps ownership of its Meta assets.
Link a Meta form to a Resios form
Select an existing Instant Form and its destination Resios form. Review the mapping from each Meta question to the Resios form field and CRM destination. Standard contact fields map automatically; custom questions need a mapping or an explicit decision to ignore them.
Review the lead in your CRM
Resios retrieves lead submissions for linked forms and creates or updates CRM contacts and form submissions. Project association comes from the destination Resios form, not the Meta Page or ad account. An organization-wide form does not associate the lead with a project.
Ad reporting, without changing your ads
With your approval of read-only advertising access, the person who connected Meta can select an accessible ad account and view account, campaign, ad-set and ad performance. Reports include impressions, reach, clicks and spend, read on demand from Meta. Reporting is separate from the Page and form connection and does not require an Instant Form on every ad.
Resios does not create or edit ads, change budgets, run campaigns or administer customer business portfolios. Keep those activities in Meta Ads Manager. The connection only manages the selected Page's lead notification subscription so Resios can receive leads for the forms you link.
Your data and your connection
The integration uses authorized Page and form information, lead contact details and answers, and ad-account reporting data. You can disconnect Meta in your Resios workspace to stop future syncing and remove its stored authorization tokens. Disconnecting does not automatically delete contacts or form submissions already imported.