Leads from Facebook, Instagram and Google lead ads
Leads from your Facebook and Instagram lead forms, and from Google Ads lead forms by webhook, arrive as contacts with every answer. Each form sends its leads to a list, tags, a journey and a person who calls them.
PLANSEvery plan
The problem it solves
- Leads are downloaded from Meta once a week, and half of them have bought elsewhere.
- Weekend leads wait until Monday.
- Nobody can tell which campaign and ad brought a lead.
How it works
- Facebook and Instagram: leads from the lead forms of your connected Facebook page come in by themselves. A form you have not set up appears in Ads > Leads and Accounts > Lead Ad Forms with its first lead.
- Google Ads: make a Lead Ad Form with Source Google Ads. Paste its Google Webhook Address and Google Key into the Google Ads lead form.
- Open each form and fill Where Leads Go: the lead list, tags, a running sequence or journey, and Call Them.
- Tick Form Asks Consent for Email or for WhatsApp only when the form really has that consent line.
- Each lead becomes a contact, gets the tags and list, enters the journey, and the Call Them person gets a call task. With CRM, a CRM lead is made too.
Everything it does
Lead Ad Forms
- Source: Facebook / Instagram, or Google Ads
- Form Id at Meta or Google; Facebook forms are made by themselves with their first lead
- Google Webhook Address and Google Key; New Google Key replaces the key, and the old one stops working
- Into Lead List, Tags, Start Sequence / Journey, Call Them, Form Asks Consent for Email, Form Asks Consent for WhatsApp
- With CRM: Make a CRM Lead, on by default
Each lead
- Name, email, phone, company, job title and city read from the answers; every question and answer kept
- Campaign and ad names (Facebook); campaign id (Google)
- The contact is found by email, then by phone, or made
- Status: Waiting, Taken or Problem; Try Again on a lead with a problem
- The same lead arriving twice is ignored; Google test leads are marked and start no journey
- A lead with neither email nor phone is kept as a Problem
Leads From Ads
- Received, form, name, email, phone, campaign, ad, contact, Test Lead and status
- Filters Real Leads and Problem; group by Form, Campaign, Source and Day
Who uses it
Marketing ManagerSets up lead ad forms and where their leads go.
Marketing UserSees the leads and their answers.
SalespersonCalls each new lead from the task they get.
Where you use it
- Web: Marketing > Ads > Leads and Accounts > Leads From Ads and Lead Ad Forms
- The SmartMy Marketing app: Leads From Ads with call, email and the contact (in testing, not in the app stores yet)
- Not for LinkedIn lead forms: not built
What you control
Settings
- Make a CRM Lead: on (with CRM)
- Form Asks Consent for Email and for WhatsApp: off
- Where Leads Go, per form
Notifications
- Call Them: that person gets a call task for every new lead
Questions
How fast does a lead arrive?
Facebook and Instagram leads come as Meta reports them, through the SmartMy service. Google sends each lead to the webhook as it is made.Can the lead get a WhatsApp message at once?
Yes, if the form has a WhatsApp consent line and you ticked Form Asks Consent for WhatsApp. The journey can open with an approved template.What if a lead fails?
It shows as Problem with the reason. Fix the cause and press Try Again.Do we need to set up every Facebook form first?
No. A form appears by itself with its first lead; open it to say where its leads go.Related features
CHANNELS AND INBOXChats, lead ads and interested replies become CRM leadsWith CRM, a chat becomes a CRM lead in one press. Every lead from a Facebook, Instagram or Google lead form can make one by itself. A reply rule can turn every interested reply to your outreach into a lead.AUDIENCEForms with their own page or an embed scriptBuild a sign-up or enquiry form in Marketing, share its own page or paste one script line into any website. Each entry becomes a contact with its consent and proof, joins your list and journey, and gives someone a follow-up task.AUDIENCEConsent per contact, channel and Entity, with STOP and STARTEvery opt-in and every withdrawal is kept per person, channel and Entity, with where it came from and its proof. STOP in a chat or an unsubscribe click is recorded by itself, and WhatsApp marketing goes only to people who said yes.CAMPAIGNSJourneys: triggers, waits, If / Else, tags, tasks and goalsAutomate what happens after someone enters. Wait, send an email or WhatsApp message, and branch on a reply or a tag. Tag people, give someone a task, and end at your goal.SOCIAL AND ADSMeta ad campaigns and results, with pause, budget and ad rulesConnect your Meta ad accounts and see every campaign with its spend, reach, clicks and leads, read every 6 hours. Pause, resume and change the daily budget from SmartMy, and let ad rules pause a campaign or tell you when costs run high.CHANNELS AND INBOXWhatsApp, Instagram and Facebook pages connected through SmartMy's Meta app, with number healthConnect your own WhatsApp numbers, Instagram accounts and Facebook pages from one screen, in Meta's own windows. Their messages come to one inbox, and each WhatsApp number shows its quality rating and messaging limit, with an alert when the quality falls.
See your inbox and campaigns on it.
Tell us which channels your customers use, how leads reach you and how many people answer them. We will connect a channel with you and run your first journey.