Developer Documentation

Connect Your Lead Sources

Integrate Facebook Lead Ads, Instagram, WhatsApp Business, Zapier, IndiaMART, and more with SolarNeo CRM. Leads flow in automatically — zero manual entry.

Universal APIFacebook & InstagramWhatsApp
REST API

Universal Lead Intake API

For Zapier, Make.com, IndiaMART, JustDial, and any HTTP client

Use this generic REST API to push leads into SolarNeo CRM from any third-party tool that supports HTTP requests. Perfect for Zapier automations, Make.com scenarios, or direct integrations with lead vendors like IndiaMART and JustDial.

1

Copy your API Endpoint

Navigate to Settings → Integrations inside SolarNeo CRM. Under the Universal Lead Intake API section, copy your unique API Endpoint URL.

2

Generate an API Key

Click Generate API Key on the same page. Copy the key immediately — it will only be shown once.

Keep your API Key secret

Never expose your API key in client-side code or share it publicly. Rotate it immediately if you suspect a leak.
3

Configure your HTTP request

In your third-party tool (Zapier, Make.com, etc.), set up an HTTP POST request with the following configuration:

ParameterValue
URLhttps://yourdomain.com/api/leads/intake
MethodPOST
HeaderX-API-Key: YOUR_API_KEY

Request body (single lead):

json
{
  "lead": {
    "name": "Ravi Kumar",
    "phone": "9876543210",
    "source": "IndiaMART",
    "source_platform": "indiamart"
  }
}

Bulk Uploads

To send multiple leads in a single request, use "leads": [...] (an array) instead of "lead": {...} (a single object).
Meta Webhooks

Facebook & Instagram Lead Ads

Automatically capture leads from Meta Lead Ad forms

When a user fills out a Lead Ad form on Facebook or Instagram, SolarNeo CRM will receive the lead data in real time via Meta Webhooks — no polling, no delays.

1

Open the Meta Developer Console

Go to developers.facebook.com/apps

2

Create a new App

Click Create App. Select Other → Business. Give your app a name (e.g., "SolarNeo Leads") and click Create.

Step 1 — Add Webhooks & Permissions

1

Add the Webhooks product

In the App dashboard, find Add products to your app and select Webhooks.

2

Request advanced permissions

Go to App Review → Permissions and Features. Request advanced access for the following:

pages_manage_metadata
pages_read_engagement
pages_show_list
leads_retrieval

leads_retrieval is crucial

Without this permission, your app will receive webhook pings but won't be able to fetch the actual lead field data. Make sure it is approved before going live.

Step 2 — Configure the CRM Integration Page

1

Open Settings → Integrations in the CRM

Navigate to Settings → Integrations inside your SolarNeo CRM dashboard.

2

Enter your Facebook App credentials

Fill in your Facebook App ID and App Secret. You'll find these in the Meta Developer Console under App Settings → Basic.

3

Set a Webhook Verify Token

Type any random string you like, for example:

text
solar_secret_verify_123

You'll need this exact string when subscribing the webhook in Meta.

4

Generate a long-lived Page Access Token

  1. Open the Graph API Explorer
  2. Select your App. Under User or Page, choose Get Page Access Token. Pick your business page.
  3. Click the ⓘ icon next to the token → Open in Access Token Tool → Extend Access Token.
  4. Copy the long-lived token and paste it into the CRM settings.
5

Click "Save Facebook Settings"

The CRM will now display a Webhook URL that you need for the next step.

Step 3 — Subscribe to the Webhook in Meta

1

Open Webhooks in the Meta Developer Console

Go to the Webhooks section in the sidebar. From the dropdown, select Page.

2

Click "Subscribe to this object"

A popup will appear asking for two values:

FieldWhat to enter
Callback URLhttps://yourdomain.com/webhooks/facebook-leads
(copy from your CRM Integration settings)
Verify TokenThe exact string you saved in Step 2
3

Click "Verify and Save", then subscribe to leadgen

After verification succeeds, scroll down the Webhook fields list and find leadgen. Click Subscribe next to it.

Testing your integration

Use the Lead Ads Testing Tool to generate a test lead. It should immediately appear in your SolarNeo CRM Leads list!
WhatsApp Business

WhatsApp Auto-Leads

Automatically create leads from Click-to-WhatsApp ad conversations

When prospects click your WhatsApp ad and message your business number for the first time, SolarNeo CRM will automatically create a new lead — no manual data entry needed.

1

Add WhatsApp to your Meta Developer App

In the Meta Developer Console, go to Add Product and select WhatsApp.

2

Configure your phone number & access token

Set up your WhatsApp phone number and note down your Permanent Access Token (or use the Temporary one for testing).

3

Set environment variables on your server

Add the following to your .env file:

env
WHATSAPP_ACCESS_TOKEN=your_token
WHATSAPP_PHONE_NUMBER_ID=your_phone_id
WHATSAPP_VERIFY_TOKEN=your_chosen_verify_token
4

Configure the Webhook in Meta Console

In WhatsApp → Configuration, click Edit under Webhook and enter:

FieldValue
Callback URLhttps://yourdomain.com/webhooks/whatsapp
Verify TokenYour chosen verify token
5

Subscribe to messages

Click Verify and Save, then subscribe to the messages webhook field.

Note

That's it! Any unknown number that messages your WhatsApp Business account will now be automatically added as a Lead in SolarNeo CRM.

Need help setting up?

Our team will walk you through the entire integration — for free.

Book a Demo