Facebook ads
Creating Instant Forms
Build Facebook Instant Forms that feed leads directly into the Vzite CRM Call Center.
Facebook Instant Forms allow you to capture leads directly from Facebook ads. When a user submits the form, the lead is created automatically in Vzite CRM.
Creating a new form
Navigate to Facebook Ads
Go to Marketing > Facebook Ads and click Create New Instant Form.
Configure form basics
Fill in the following fields:
- Form Name — An internal name to identify the form
- Connected Facebook Page — Select from the dropdown of connected pages. Use the refresh button to update the list if you recently added a new page.
- Select Property — Choose the property this form is associated with (optional)
Upload media
Add images or videos to the form header. Supported formats:
- JPG, PNG, WebP
- Maximum file size: 10 MB
Set campaign budget and schedule
- Enter your daily or total campaign budget.
- Set a start date and optional end date.
- Select the target audience parameters.
Configure form fields
The form builder lets you customise which fields appear on the Instant Form:
- Drag fields to reorder them
- Toggle fields on or off
- Mark fields as required or optional
Available fields:
- Full Name (required)
- Phone Number (required)
- Email Address
- Property Interest
- Budget Range
- Preferred Location
- Message
Create the form
Click + Create Form to publish. The form becomes live on Facebook, and new submissions appear in the Call Center module.
Viewing form submissions
- Go to Marketing > Facebook Ads > Form Submissions.
- Each submission shows the form name, respondent details, and timestamp.
- Click a submission to view full details and open the lead in Call Center.
Form submissions appear in Vzite CRM within minutes. There is a brief processing delay from Facebook.