Description: This tool allows you to automatically synchronize the records collected through Meta's lead capture forms (Lead Ads) on Facebook and Instagram directly into your CRM system.
What is it for? (Practical examples)
Use the Lead Forms module to automate the management of contacts coming from your advertising campaigns on Meta.
- Data centralization: You will no longer need to manually download CSV files from Meta Business Suite. All new leads are imported and saved as customer records in your database.
- Response speed: Ensures that your team receives an immediate notification every time a user fills out a form, reducing commercial reaction times.
- Automatic segmentation: Automatically assign tags or subscribe new contacts to specific marketing lists based on the form they completed.
Main features
The system manages the entire lead lifecycle, from form submission to registration as a customer.
- Automatic synchronization: New leads are imported periodically and autonomously, ensuring data is always up-to-date.
- Forced import: It is possible to manually start importing leads at any time, if necessary.
- Field mapping: Allows you to match the fields required by the Meta form (e.g.,
fullname,phonenumber) to the standard fields of your customer record (e.g., First Name, Last Name, Phone, Address). - Error handling: The system is designed to automatically manage call limits imposed by Meta’s APIs, temporarily suspending imports to avoid blocks and resuming as soon as possible.
- Submission history: A detailed log of each imported lead is maintained, including raw and formatted data.
How to configure
Configuration of the module takes place in two phases:
1. Connect to the Meta Account
To import leads, you must authorize the system to read data from your Meta pages and ads.
| Requirement | Detail |
|---|---|
| Authorization | You must log in and authorize OAuth via the Meta account managing the Pages and Ad Accounts containing the lead forms. |
| Required permissions | The system requires read access permissions for leads and ad management (read-only) to retrieve data. |
2. Configure Specific Forms
After connecting the account, specify which lead forms should be actively synchronized and how their data should be processed.
| Configuration Option | Purpose |
|---|---|
| Active Status | Enable or disable synchronization for a specific form. |
| Field Mapping | Define how form data (e.g., Email, Phone) should populate fields in your Customer Record. |
| Tag Assignment | Specify a CRM tag (e.g., "Facebook Lead Campaign X") to be automatically assigned to the new customer record. |
| Marketing Subscription | Automatically subscribe the new contact to a specific marketing list (e.g., Newsletter, Promotions). |
| CRM Language | Select the default language to assign to the new customer in the CRM. |
| UTM Code | If present, associate a specific UTM code with all leads from this form for source tracking. |
| Message Notification | Enable creation of an automatic internal conversation for each new lead received. |
| Custom Recipients | Specify email addresses or internal users who should receive immediate notifications for leads from this form. |
Automatic integrations
The Lead Forms module deeply integrates with other system features to automate workflow.
Automatic creation of records
When a lead is imported:
1. The system checks if the user already exists (by email).
2. If not found, a new customer record is created, populating fields (First Name, Last Name, Contacts, Address, Billing Data) according to defined mapping.
3. Marketing subscription status and CRM tags defined during configuration are applied automatically.
Notifications and internal conversations
For each newly imported lead, the system generates an internal message type "Meta Leads" that:
- Reports all data filled out by the user in the Meta form.
- Starts a new conversation referencing the specific form.
- Notifies specified internal recipients (or default administrator) via notification or email depending on settings.
Scheduled automatic operations
Data synchronization runs in background via scheduled automatic operations (cronjobs), executed regularly to ensure timely import of new leads without manual intervention. Scheduling activates automatically if at least one active Meta form is present.
