You keep running campaigns in Meta Ads Manager. The moment a lead form is submitted or a DM arrives from an ad, it lands in your CRM tagged to the exact ad — and Ivan texts, emails or DMs back in seconds. Spend, cost per closed deal and ROAS come back per ad, so nothing you pay for is wasted.
Instant Form — “Get a quote”
Facebook lead ad · Spring Promo group
Full name
Maria Santos
maria@santosrealty.com
Phone
(512) 555-0148
Ivan texted Maria
8s after submitHi Maria — thanks for requesting a quote! Want me to send pricing over, or grab 15 min on Thursday?
Lead created in the CRM, tagged to the exact ad
Seconds
first touch fires the moment a lead lands — 24/7
2 capture paths
real-time webhook plus a 30-minute backfill poll
3 channels
DM, SMS and email steps in one playbook
ROAS per ad
spend joined to won revenue, not just form fills
Campaigns stay in Meta Ads Manager. Everything after the conversion — capture, first reply, follow-up, attribution — is handled here.
Meta Ads reuses your connected Facebook/Instagram login — connect an ad account and bundle the ads, ad sets, campaigns and lead forms behind each offer into a color-coded group. Lead forms wired to those ads link themselves automatically.
Each group carries brand context Ivan writes from
Spring Promo group
4 members · playbook active
A real-time webhook ingests instant-form submissions as they happen, with a poll every ~30 minutes as a backstop so nothing is lost. Each submission is deduped on its Meta lead id, recorded raw, and added to your CRM tagged to the exact ad and group.
Prefer to review first? Leads can queue as suggestions
Instant Form — “Get a quote”
Facebook lead ad · Spring Promo group
Full name
Maria Santos
maria@santosrealty.com
Phone
(512) 555-0148
Ivan texted Maria
8s after submitHi Maria — thanks for requesting a quote! Want me to send pricing over, or grab 15 min on Thursday?
Lead created in the CRM, tagged to the exact ad
Speed-to-lead starts the group's playbook immediately: step one goes out with no wait, and later steps hold on their own timers, skipping anything if the lead already replied. DM threads get answered in-thread; form leads who never open a DM still get the text and the email.
Suggest, first-message-only or full auto — per group
Speed-to-lead
First touch the moment the lead lands
Nights, weekends, mid-scroll — the first reply never waits for you
Because leads live in your CRM, the ROI view joins daily per-ad spend to real outcomes: CRM leads, won deals, revenue, cost per closed deal and ROAS. And when a lead hits a stage you choose, a Conversions API event tells Meta — so delivery optimizes for customers, not form-fillers.
Won → “Purchase”, sent with the deal value
Spring Promo — last 30 days
Spend joined to CRM outcomes, per ad
$1,240
Spend
$5,200
Won revenue
$177
Cost / won deal
No CSV exports from Meta, no Zapier glue, no leads rotting in a spreadsheet. Capture, reply, attribution and feedback live in one system — and it's all included.
Bundle ads, ad sets, whole campaigns and lead forms into a group for each thing you sell. Give the group your brand context and Ivan writes every first touch and follow-up from it.
Attach an ad and its instant form comes with it — historical submissions import for review, new ones arrive in real time, deduped on the Meta lead id.
Click-to-message conversations are matched to the exact ad and carry the group's color tag in the Unibox — even threads that started before you grouped the ad.
Ordered steps across DM, SMS and email with per-step waits, keyword and interest triggers, and skip-if-replied — step one fires with no wait the second a lead lands.
Choose how hands-off each campaign is: drafts for your review, one automated first message, or full auto — without changing your global Ivan settings.
Auto-sync every new submission with an email into an outbound list, so a paid lead can keep hearing from you long after the first touch.
Turn any saved lead list into a Meta Custom Audience that keeps itself up to date — new list members are appended on every sync.
Ivan compares this week to last per ad: CPL spikes, zero-lead spend, creative fatigue and clear winners each file a suggestion. Pauses need your approval; budgets are never touched.
Pick the CRM stages that matter — Qualified, Won — and each entry fires the matching event back to Meta with the deal value, idempotently.
Capture, conversation and conversion feedback are wired together out of the box. These recipes run the moment you connect an ad account and group your ads.
The instant a form is submitted, the lead is created in your CRM with the ad attached and the group's playbook starts: a text in seconds, an email with the details, a booking link before they've finished scrolling. Later steps stand down the moment they reply.
Instant Form submitted
Webhook in real time · poll backstop
Ivan creates the CRM lead and starts the group's playbook
Instant SMS
Email follow-up
Booking link
CRM + ad tag
Answered in seconds, booked in minutes
Later steps skip the moment they reply
A DM from an ad arrives already attributed — the thread carries the group's tag in the Unibox and Ivan replies in-thread following that group's playbook, advancing on keywords or interest and falling back to SMS if the chat goes quiet.
DM from a click-to-message ad
Thread attributed to the exact ad
Ivan replies in-thread, following the group's playbook
Reply in DM
Advance on keywords
Fall back to SMS
Ping the team
Thread tagged and worked in the Unibox
Suggest, first-message-only or full auto — per group
When a lead from a Meta ad reaches a stage you chose, a Conversions API event fires back to Meta with the value attached — deduplicated so it can never double-fire. Delivery starts optimizing for people who buy, not people who fill forms.
Lead hits a trigger stage
e.g. Qualified → “Lead”, Won → “Purchase”
Conversions API relays the event back to Meta, with value
Fire CAPI event
Idempotent send
ROAS per ad
Delivery optimizes
Meta optimizes for customers, not form-fillers
A stage change can never double-fire
…and a scoped workflow can own a group end-to-end — CRM entry, first touch, follow-up and the whole conversation — composed with any trigger and action in the automation engine.
Form fills aren't revenue. Because every lead lands in your CRM with its ad attached, the ROI view joins daily per-ad spend to what actually happened — replies, bookings, won deals and revenue — per ad and per group, over the last 30 days.
Spring Promo — last 30 days
Spend joined to CRM outcomes, per ad
$1,240
Spend
$5,200
Won revenue
$177
Cost / won deal
Ads watchdog
Ivan reads the daily metrics so you don't have to
Pauses need your approval — budgets never change hands
Every sync, Ivan compares the trailing week to the one before it, per ad. Anything that crosses a threshold becomes a card on your board with a recommended action — you approve with one click.
On full-auto, Ivan can pause a bleeding ad himself — but he never raises a budget or builds a campaign. That part stays in Meta Ads Manager, by design.
Connect your ad account, group the ads behind your offer, and the speed-to-lead playbook is live — every form and DM answered before your competitors open their inbox.
No — campaigns, ad sets, budgets and creatives stay in Meta Ads Manager, where you (or your media buyer) already run them. This takes over the moment an ad converts: capturing the lead in real time, answering in seconds, following up across SMS and email, and tracking the lead all the way to revenue. Ivan's watchdog can suggest a pause for a bleeding ad — and on full-auto can pause one — but it never raises budgets or builds campaigns.
Still curious? The fastest answer is connecting an ad account.
Start your free trial, connect your Meta ad account, and every lead gets answered in seconds — then tracked all the way to the revenue it produced.
7-day free trial · your own workspace free forever · cancel anytime during the trial.