01Two ways to connect, both without waiting on App Review
Pick what suits your business. Either way you choose which forms to bring in, one by one.
- Facebook login: sign in once and Meta sends each new lead the moment it is submitted (webhook).
- System user token: paste a token from your own Business Manager with your Page ID and dataset ID. TracelyCRM checks it on connect and tells you exactly what to fix if a permission is missing. Forms are checked every two minutes.
- Connect as many Pages and forms as you run, including forms on Instagram placements.
02Every detail of the lead, not just a name and number
Leads arrive with the ad, ad set, campaign, form and Page they came from, the platform (Facebook or Instagram), and every answer to your form questions, including custom ones. Use any answer in filters, templates and AI replies.
- Past leads from each form import in the background, up to Meta's 90-day limit.
- Optional lead ID prefix per form, so leads are numbered SKY-001, SKY-002 and easy to quote on a call.
- Duplicates are matched by phone and email and added to the existing lead's timeline.
03Assigned and alerted before the lead goes cold
New Meta leads follow your routing: round-robin across the team, always one person, or a manager hands them out. The owner gets an in-app alert and, if you want, an email. Leads still waiting past your response target are escalated to managers.
04Close the loop with Meta
When a lead moves through your pipeline, TracelyCRM can tell Meta through the Conversions API, so your campaigns learn who actually buys and find more people like them.
05How it works
- 1Connect Meta
Sign in with Facebook, or paste a system user token from Business Manager.
- 2Pick your forms
Choose the Pages and instant forms to bring in; past leads import in the background.
- 3Set routing
Decide who gets new leads and how fast they should be contacted.
- 4Work every lead
Call, WhatsApp or email from the lead, and move it through your pipeline.
06Questions
Do I need my own Meta app or App Review?
No. With the system user token option you use your own Business Manager and no App Review is needed. The Facebook login option uses TracelyCRM's app.
How fast do leads arrive?
With Facebook login, within seconds of the form being submitted. With a system user token, forms are checked every two minutes.
Can I import leads I already have in Ads Manager?
Yes. When you pick a form, its existing leads import in the background, up to the 90 days Meta keeps them.
Do Instagram lead ads work too?
Yes. Instant forms run on Instagram placements come in the same way, labelled with the platform.
What happens to duplicate leads?
A known phone or email adds the new enquiry to the existing lead's timeline and notifies its owner, instead of creating a second lead.