Facebook ads
Lead Capture from Ads
How leads from Facebook ads flow into the CRM and get processed.
When a user submits a Facebook Instant Form, the lead data flows into Vzite CRM through an automated pipeline.
Lead flow
- User submits a Facebook Instant Form.
- Facebook sends the submission to Vzite CRM via webhook.
- Vzite CRM creates a new lead record in the Call Center.
- The lead appears in the New column with the Facebook icon indicating its source.
- If auto-assignment is enabled, the lead is assigned to the next agent in the rotation.
What data is captured
The lead record includes all fields from the Instant Form:
- Full name
- Phone number
- Email address
- Property interest
- Budget range
- Preferred location
- Any custom fields configured in the form
- Timestamp of submission
Processing the lead
- Open the lead from the Call Center board.
- Review the client details.
- Contact the client via phone or WhatsApp.
- Update the lead status based on the outcome.
- Move the lead to the Management Pipeline when qualified.
Facebook leads are treated the same as leads from other sources. They follow the same status workflow.