The solution helps sales teams process Meta campaign submissions quickly without copying data by hand.
- New Meta lead form submissions are automatically delivered to CRM.
- The integration creates a new customer or updates a matched one by phone, email, or external identifier.
- Each submission creates or updates a lead with form, campaign, and source details.
- The responsible manager, participants, pipeline, stage, and lead title template can be adjusted to the company's process.
- Form answers are saved in the lead description, and extra answers can be mapped to CRM fields.
- If the same Meta Page is connected to another integration, the lead route is moved to the new integration.