I've created a CRM system, but it's lacking automation. My leads currently come through an Excel sheet instead of being directly entered into the CRM. I'm looking for guidance on how to connect leads generated from Meta ads when someone fills out a form after clicking on the ad.
2 Answers
To connect your Meta ad leads to your CRM, you'll need to set up a Meta app and use lead generation webhooks. This way, when someone fills out the lead form, you'll get a lead_id. After that, your server should make a follow-up request to fetch all the necessary lead details and insert them directly into your CRM. This method eliminates the need for any third-party tools.
You can also set up ad webhooks via your Meta app. You'll have clients authenticate through your app, then subscribe to their leads. Whenever someone fills out an ad form, Meta will send you a notification, and you'll need to make additional queries to gather all the relevant lead information.
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