GoHighLevel Meta Business Setup

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How to Create a Meta Business Manager and Ad Account for GoHighLevel

When you want to run Facebook and Instagram ads that connect smoothly with platforms like ClickUp or GoHighLevel, you first need a properly configured Meta Business Manager and ad account. This guide walks you step by step through creating the Business Manager, adding assets, and preparing your advertising setup so it is ready to connect to your CRM and automation systems.

The process uses Meta’s own interface, but it is crucial for anyone who plans to track leads, conversions, and campaigns through GoHighLevel or similar tools.

Before You Start With GoHighLevel Ad Integrations

Before you connect anything to GoHighLevel, make sure you have:

  • A personal Facebook profile in good standing
  • Access to the Facebook page for the business you are advertising
  • A payment method ready for your ads
  • Basic business details such as business name, email, website, and address

Once those pieces are in place, you can create the core structure inside Meta that your GoHighLevel-driven campaigns will use.

Step 1: Create Your Meta Business Manager for GoHighLevel Campaigns

The Meta Business Manager is the central hub that will own your Facebook page, ad accounts, and pixels. This is the foundation for all of your GoHighLevel tracking and advertising workflows.

  1. Go to the official Meta Business setup page: Meta Business Manager creation guide.

  2. Click the option to create a new Business Manager.

  3. Enter your business name. Use the legal or trading name you want to display in ads.

  4. Add your name and business email address. This email will be used for Business Manager notifications.

  5. Submit the form and follow any on-screen verification steps.

After you complete these steps, you will have a new Meta Business Manager that you can later connect to your GoHighLevel account for deeper analytics and automation.

Step 2: Add Business Details for GoHighLevel Tracking Accuracy

Accurate business details help Meta review your account and can also support better compliance when you sync data into GoHighLevel.

  1. Open your newly created Business Manager.

  2. Navigate to Business Settings.

  3. Under the Business Info section, add or confirm:

    • Legal business name
    • Business address
    • Business phone number
    • Website URL

  4. Choose the correct business use (for example, promoting your own business or providing services to clients).

  5. Save your changes.

These settings provide a clean and trustworthy foundation before you start routing leads into GoHighLevel pipelines or workflows.

Step 3: Add or Claim Your Facebook Page for GoHighLevel Funnels

Your Business Manager must control the Facebook page you want to advertise from. This page will be used in your ad creatives and landing flows that later tie into GoHighLevel funnels.

  1. In Business Settings, go to the Accounts section.

  2. Click Pages.

  3. Choose one of the following options:

    • Add a Page if you already own the page.
    • Request Access to a Page if the page belongs to a client or another business.
    • Create a New Page if the business does not yet have one.

  4. Follow the prompts to complete the process.

Once the page is added or approved, it will appear inside the Business Manager, ready to be used in any campaign that reports into GoHighLevel.

Step 4: Create a Meta Ad Account for GoHighLevel Campaigns

To serve ads and track performance that eventually flows into GoHighLevel, you need a dedicated ad account inside your Business Manager.

  1. Within Business Settings, go to Accounts > Ad Accounts.

  2. Click Add, then select Create a New Ad Account.

  3. Enter an ad account name that clearly identifies the business or client.

  4. Set the correct time zone and currency. These settings influence how data appears and should align with how you report in GoHighLevel.

  5. Choose whether the account will be used for your own business or on behalf of a client.

  6. Assign people and permissions so that the right team members can manage campaigns and billing.

After the ad account is created, it becomes the central place where you manage budgets, targeting, and reporting for all your GoHighLevel-connected funnels and offers.

Step 5: Set Up Payment Methods Before Linking to GoHighLevel

Meta requires a valid payment method so your ads can run without interruption. Stable billing is critical if you send paid traffic into GoHighLevel workflows.

  1. In your ad account, go to Payment Settings.

  2. Click Add Payment Method.

  3. Enter your credit card, debit card, or other supported payment option.

  4. Confirm and save the payment method.

  5. Review your billing threshold and primary payment source.

With billing set up, your ads can run continuously, and the leads can flow consistently into GoHighLevel campaigns and pipelines.

Step 6: Assign Assets and Roles for GoHighLevel-Focused Teams

Many agencies and businesses work in teams where some people manage ads, others build funnels, and others work inside GoHighLevel. Assigning proper permissions in Meta Business Manager helps keep the structure clear.

  1. In Business Settings, go to Users > People.

  2. Add team members by email if they are not already listed.

  3. Assign each person access to:

    • The relevant Facebook pages
    • The specific ad accounts
    • Any additional assets needed for tracking

  4. Choose appropriate permission levels (for example, admin, advertiser, or analyst).

  5. Save the assignments.

When permissions are correctly set, your media buyers can work in Meta while your operations team manages leads and automations in GoHighLevel without conflict.

Step 7: Prepare for Pixel and Conversion Tracking With GoHighLevel

The original source instructions focus on creating the Business Manager and ad account, but you should also prepare for tracking events that will sync into GoHighLevel.

At a high level, your next actions after basic setup will be:

  • Create a Meta pixel in Business Settings.
  • Install the pixel on your website, funnels, or landing pages.
  • Configure standard events such as leads and purchases.
  • Verify domains as required by Meta.

Once this is done, you can connect these tracking assets from Meta to GoHighLevel, enabling better attribution, retargeting, and automation triggers.

GoHighLevel Advertising Setup: Next Recommended Steps

With your Meta Business Manager, page, ad account, and payment method configured, you have everything you need to start building campaigns that integrate with GoHighLevel. To continue sharpening your paid media and CRM strategy, consider the following:

  • Document your full lead flow from ad click to pipeline stage.
  • Standardize naming conventions for campaigns and funnels.
  • Align your Meta reporting columns with the key metrics you monitor inside GoHighLevel.

If you want expert help with CRM architecture, campaign planning, or automation around GoHighLevel, you can learn more at Consultevo, a consulting resource for digital marketing systems.

Where to Find the Original Meta Instructions for GoHighLevel Users

All of the steps described here originate from Meta’s own interface and are summarized from the official documentation used by many GoHighLevel users. For the latest screen layouts and instructions, always review the original help article at Meta Business Manager and Ad Account Guide.

By following these steps, you will have a stable Meta Business Manager and ad account configuration, ready to power your advertising, reporting, and automation workflows with GoHighLevel and other marketing tools.

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