LeadSpidey
Our product, ready to use
If you want Meta form leads answered and qualified on WhatsApp or email and booked onto a calendar, LeadSpidey reads Meta lead forms directly and does that today.
Visit LeadSpideyMeta ads to CRM automation
Facebook lead ads to your CRM, in real time, not a spreadsheet.
We connect Meta lead ads on Facebook and Instagram to your CRM so every lead arrives in seconds with its campaign, ad set and ad, is checked against people you already know, is assigned to an owner and gets a first reply while the ad is still on their screen.
Every paid lead worked the same day, and ad spend you can trace to signed revenue.
You’ll recognise this
- Someone exports lead-form CSVs from Ads Manager each morning.
- Leads reach sales hours after they submitted the form.
- The same person appears three times because they filled in three forms.
- You can report cost per lead, but not cost per customer.
01 The business problem
You optimise ads for leads because you can’t see sales.
Meta lead ads make it cheap to collect contact details, which is exactly why they need a good system behind them. Instant forms produce volume of mixed quality, and the value is decided by what happens in the first hour.
When leads are exported by hand or sit in a native integration nobody monitors, the first hour is lost. Worse, the outcome never makes it back to the ad account, so campaigns are judged on cost per lead and budget flows to the ads that produce the cheapest contacts rather than the best customers.
Joining Meta to your CRM properly fixes both ends: speed on the way in, and revenue data on the way back.
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Lever 01
Speed on paid leads
Leads delivered and answered in minutes, while the buyer still remembers filling in the form.Moves: Lead-to-contact rate -
Lever 02
Budget on what sells
Campaign, ad set and ad attached to every lead and its outcome, so spend moves to ads that produce revenue.Moves: Cost per customer -
Lever 03
Cleaner pipeline
Duplicates merged and poor-fit leads flagged before they reach a salesperson’s queue.Moves: Sales time per qualified lead
02 In your business
What this looks like on an ordinary week.
Three situations owners tell us about, and what changes once this is in place.
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Scenario 01
The weekly CSV download
Say someone downloads Facebook lead form entries once a week and uploads them to your CRM. A lead from Monday gets its first call on Friday.
With it in place: Each lead arrives in your CRM within seconds of submitting the form, with an owner and a first reply sent.
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Scenario 02
Paying for the same lead twice
Say a prospect fills in your Instagram form and then your Facebook form a week later. Your team calls them twice, from two different people.
With it in place: Duplicates are merged into one record, so the prospect hears from one person who knows the whole history.
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Scenario 03
Meta optimising for the wrong people
Say Meta keeps sending cheap form fills that never answer the phone, because it only knows who filled in the form, not who became a client.
With it in place: Qualified and won leads are sent back to Meta, so it learns to find more people like your real clients.
03 Who it is for
For teams spending real money on Meta lead ads.
A good fit when
- Meta lead ads are a meaningful share of your new enquiries.
- Leads are exported, copied or forwarded by hand today.
- You can’t say which campaigns produced customers, only leads.
- Several people or teams work the leads and need clear ownership.
Probably not when
- You run a small test budget and a native integration is enough.
- Your Meta ads send traffic to your website rather than instant forms.
- You don’t have a CRM yet and don’t plan to use one.
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Agency & consultancy owners
You run an agency or consultancy with many clients at once, and your margin disappears into reporting, onboarding and status updates.
You watch: Margin per client, team hours and client retention
What changes: Reports and onboarding that run on their own, more clients per account manager, and new business that doesn’t wait for referrals.
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Founders of B2B service firms
You founded a B2B service business, and sales and delivery have outgrown your inbox, your memory and your best salesperson’s phone.
You watch: Pipeline, win rate and revenue per person
What changes: Every lead answered and followed up, a pipeline you can believe, and growth that doesn’t need a new hire for every few clients.
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Owners of local & consumer service businesses
You run a travel agency, clinic, real estate brokerage, training business or similar, where customers arrive on WhatsApp, calls and ads, often out of hours.
You watch: Enquiries answered, bookings and repeat customers
What changes: Every enquiry answered in minutes, quotes followed up until customers decide, and a team that spends its day on the customers in front of it.
04 What we build
A lead pipeline from ad to revenue.
Real-time lead delivery
Leads pulled from Meta the moment the form is submitted, for every page and form you run, without exports.Which campaign it came from
Campaign, ad set, ad and form stored on the lead record, alongside any UTM data from your website.Deduplication and routing
New leads matched against existing contacts, merged where they are the same person, and assigned by your rules.First reply in minutes
An email, WhatsApp template or SMS sent straight away, plus a task and alert for the owner.Outcomes back to Meta
Qualified and won leads sent back as conversion events, so Meta can optimise towards better leads.Campaign-to-revenue reporting
Leads, qualified leads, customers and revenue by campaign and ad, in one report.
05 How it works
From form submission to revenue report.
- Step 01
Form submitted
A Facebook or Instagram user submits your instant form; the lead is received within seconds. - Step 02
Checked and enriched
Matched against existing contacts, tagged with its campaign and screened against your qualifying answers. - Step 03
Owned and answered
Assigned to the right person, who is alerted, while the lead receives a first message straight away. - Step 04
Outcome reported
As the lead qualifies or buys, the result flows to your reports and back to Meta.
- Facebook lead forms
- Instagram lead forms
- Click-to-WhatsApp ads
- Website UTMs
Lead intake and routing
Built for one business, owned by it
- CRM record with source
- Owner and first reply
- Conversion events to Meta
- Revenue by campaign
06 Data and reliability
What moves, and what happens when it fails.
The records that travel between your systems, and how errors, permissions and outages are handled so no lead is lost quietly.
What moves between systems
- Lead fields
- Name, contact details and every answer from the instant form, mapped to the matching CRM fields.
- Campaign data
- Campaign, ad set, ad and form identifiers, kept on the lead, so you can see which ads bring clients.
- Outcome events
- Stage changes such as qualified or won, sent back to Meta through the Conversions API.
Errors, permissions and failures
- Missed deliveries recovered
- Leads are reconciled against Meta on a schedule, so a failed webhook doesn’t mean a lost lead.
- Token and permission checks
- Page access and tokens are monitored, and the team is alerted before an expired permission stops leads.
- A log for every lead
- Each lead’s journey from form to CRM is recorded, so “we never got it” can be checked in a minute.
07 Project process
Discovery, build, launch, then better.
Phases, not promises. Each step is decided on what the previous one showed.
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01
Week 1
Forms, fields and owners
List the pages and forms, map each field to the CRM and agree the routing rules.
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02
Weeks 2–3
Real-time delivery live
Leads flowing into the CRM with their campaign, duplicates merged and alerts on, checked against Meta.
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03
Weeks 4–6
Reply and report
First-reply messages, outcome events back to Meta and campaign-to-revenue reporting.
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04
Ongoing
Optimise on revenue
Campaigns judged on customers and revenue, with forms and questions refined from the data.
Works with
- Meta lead ads
- Meta Conversions API
- WhatsApp Business Platform
- HubSpot
- Zoho CRM
- Pipedrive
- Google Sheets
- Slack
08 Proof
Built and run in-house first.
We run the same kind of system on our own business before we build it for anyone else.
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LeadSpidey · AI SDR for inbound leads
Takes leads from Meta lead forms, Sheets, CSV, webhooks and CRMs, merges duplicates and answers each one.
In-house product engineering case study
LeadSpidey: building an AI SDR for inbound leads
How we built an AI agent that answers every inbound lead on WhatsApp or email, qualifies it in conversation and books the meeting, with people in control.
Read the case study
09 Cost and engagement
What decides the cost.
Every engagement starts with a short, fixed scoping sprint that ends in a written scope, so you know what the first build takes before you commit to it.
- The number of ad accounts, pages and forms to connect.
- How complex routing is across teams, regions or brands.
- Whether outcome events are sent back to Meta, and from which stages.
- The first-reply channels: email, WhatsApp templates or SMS.
- Reporting depth, from lead counts to revenue by ad.
10 Build, buy or connect
Three ways to connect Meta lead ads to a CRM.
Each has its place; the right one depends on volume, routing and what you need to measure.
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A native integration
Best when: your CRM has one and leads need no routing
Quick to switch on. Usually limited to field mapping, with little deduplication, routing or reporting.
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Zapier or Make
Best when: volume is low and one simple path is enough
Flexible and cheap to start, but runs per task, can lag, and is hard to monitor as rules grow.
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A custom webhook build
Best when: leads drive revenue and need routing and campaign tracking
Real-time delivery, deduplication, routing, a first reply, outcomes sent back to Meta and a log for every lead.
A Scribbify build
Custom workflows, integrations and dashboards
We build custom when leads must land in your own CRM with your routing, multiple brands or pages, conversion events sent back to Meta, or reporting that joins ads to revenue.
Connect your Meta leads11 Questions
Before you write.
Isn’t there already a native integration for this?
For some CRMs there is, and for simple setups it can be enough. We build custom when you need deduplication, routing rules, multiple pages or brands, a first reply, outcome events back to Meta or reporting that joins ads to revenue.
How quickly do leads arrive?
Within seconds of the form being submitted, through Meta’s lead webhooks, with a scheduled reconciliation as a safety net.
Can you send results back to Meta?
Yes. Qualified and won leads can be sent back through the Conversions API, so Meta can optimise towards leads that turn into customers.
Does this work with click-to-WhatsApp ads?
Yes. Click-to-WhatsApp ads start a WhatsApp conversation rather than a form, so they are handled through the WhatsApp Business Platform and joined to the same lead records.
Do we need to change our ads?
Usually not. We sometimes suggest adding a qualifying question to the form, because one good question improves routing more than anything we build behind it.
Do you support Instagram lead forms?
Yes. Instagram lead ads use the same Meta instant forms, so they arrive through the same connection with the platform recorded on the lead.
What happens when we edit or duplicate a lead form?
New forms on a connected page are picked up automatically, and new questions are flagged so they can be mapped to CRM fields rather than silently dropped.
Connect your Meta leads
Judge your ads on revenue, not on leads.
Tell us which pages and forms you run, roughly how many leads arrive, and which CRM you use. A partner replies within one business day.
- A partner reads every enquiry
- A 45-minute working call
- A written scope you can decide on
Or write to us at [email protected]
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