Who should connect Facebook to a client's HighLevel account?

Agencies often click Connect themselves to save a step. Below is what HighLevel needs from the person connecting, why we leave that click to the client, the steps to do it, and what to check when the connection says it worked but no leads arrive.

What HighLevel needs from the person connecting

HighLevel's Facebook integration syncs Instant Form leads into the account. Its setup guide asks the person signing in for three things.

• Admin access to the Facebook Page and to the Business Manager it sits in.
• The lead and page permissions, approved during authorization. If one is turned off, HighLevel shows a warning icon, and Troubleshoot names the permission and the features it affects.
• The right Page, chosen during setup, since the connection lets you pick which Page to sync.

Nothing in HighLevel's list says the person connecting must own the business. That part is our rule.

Why we leave the click to the client

In our builds, the client connects Facebook under Settings > Integrations while signed in as themselves, and picks their own Page. We do it this way for three reasons.

The business owns it. The connection sits under the owner's Facebook identity, not under a person who may leave the agency next year.

They can see it and revoke it. If they change agencies or want leads paused, they don't need anyone else's login to do it.

It keeps other businesses out of the picture. An agency login that administers many businesses' Pages can bring other clients' assets and ad leads within reach of people in the account. HighLevel's docs don't describe that, and we treat it as a risk rather than a certainty, but it's a risk the client's own login avoids. HighLevel also notes that only the user who made the integration sees that Page in the dropdown, which is one more reason the person connecting should be someone who stays with the business.

Connecting it, step by step

The client needs a HighLevel login that can open Settings, plus Admin rights on the Page and its Business Manager. Agree which Page is the right one before anyone signs in.

1. Signed in as themselves, the client opens Settings > Integrations in the HighLevel account.
2. They choose Connect on the Facebook-Instagram card.
3. They sign in to Facebook, approve the lead and page permissions, and select the correct Page.
4. They pick the sync window, All Leads or New Leads Only. The two pull from different windows, so choose on purpose.
5. They choose Connect and Continue and wait for Integration successful.
6. Open Facebook Form Field Mapping and map each Facebook form field to the HighLevel field it belongs in.
7. If a warning icon appears, open Troubleshoot to see which permission is off and what it affects.

Connected, but no leads arrive

A successful connection doesn't mean every form flows. Check these before anyone reconnects anything.

• Unmapped forms. A form whose fields aren't mapped shows a warning. A warning can be a mapping job, not a login problem, so fix the mapping first.
• A permission turned off. Troubleshoot lists the disabled permission and the features it affects.
• The Page isn't in the list. A required Page can be missing from the selection list. Check that the person connecting is an Admin on that Page and its Business Manager.

Reconnecting without breaking what works

When you reconnect to add a Page, leave the Pages that are already authorized selected. Removing a Page that's already connected can break the existing connection.

If an agency login connected the account in the past, plan the switch rather than rushing it. Have the client connect from their own login, select every Page the account uses, map the forms again if HighLevel asks, and send a test lead through before calling it done.