Turn ad forms
into customer records.

You connect your Facebook and Instagram ad account with a five-step wizard. You sign in with Meta, pick your page and decide which forms are pulled in. Because the connection is made once, later leads flow in on their own.

From the lead forms on your page you select only the ones you want. If you leave it empty, all forms on that page are pulled in. Because the choice is yours, your test forms do not mix into your customer list.

You tie each field of the ad form to a customer field: first name, last name, e-mail, phone, company, title or note. A field you do not map is skipped. Because the information lands in the right field, the record is complete from the start.

The moment someone fills in the form, they appear as a lead in your customer list. You do not download a list from the Meta panel or type anyone in by hand. Because the lead is in your list within the first minute, you call while the interest is still warm.

If a person comes back from another ad, no new record is opened. Their phone and e-mail are compared; if fields on the existing record are empty, those are filled in. Because the list is not swollen with repeats, you see your real lead count.

Which ad account and which form each lead came from stays on their record. That is how you see which campaign brings real customers. Which campaign deserves the budget comes out as a number.

You follow every incoming lead as new, seen, in progress, resolved and archived. Who has been called and who is waiting is clear in the list. Because the follow-up runs from the list itself, no lead is left unanswered.

The moment the lead is captured, it is written into the customer’s timeline. Later, when you speak with that person, which ad brought them is in front of you. Because the history sits on the card, you do not go into the call unprepared.

When the Meta access permission expires, your admins are notified. You do not discover weeks later that the lead flow quietly stopped. Because the warning arrives in time, you renew the permission and the flow continues.

For each ad account you pick the person incoming leads go to automatically. You can hand a single lead over to someone else later; if that person has no access to the record, the system does not accept it. No lead sits there without an owner.

When you disconnect an ad account, no new lead arrives from it. Customers who came earlier stay in your records. Because your records stay in place, detaching an account does not turn into data loss.