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Scribbify

Meta 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.

Built and run in-house

  • LeadSpidey · AI SDR for inbound leads

    Takes leads from Meta lead forms, Sheets, CSV, webhooks and CRMs, merges duplicates and answers each one.

A LeadSpidey agent answering and qualifying an enquiry (sample conversation).

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.

  1. 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

  2. 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

  3. Lever 03

    Cleaner pipeline

    Duplicates merged and poor-fit leads flagged before they reach a salesperson’s queue.

    Moves: Sales time per qualified lead

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.

  • Campaign attribution

    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.

How it works

From form submission to revenue report.

  1. 01

    Form submitted

    A Facebook or Instagram user submits your instant form; the lead is received within seconds.

  2. 02

    Checked and enriched

    Matched against existing contacts, tagged with its campaign and screened against your qualifying answers.

  3. 03

    Owned and answered

    Assigned to the right person, who is alerted, while the lead receives a first message straight away.

  4. 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
Sources: Facebook lead forms, Instagram lead forms, Click-to-WhatsApp ads, Website UTMs. The system: Lead intake and routing. What it produces: CRM record with source, Owner and first reply, Conversion events to Meta, Revenue by campaign.

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 for attribution.
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.

Product or custom build

You may not need us to build this.

We would rather point you to the right answer than quote for work you don’t need.

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 LeadSpidey

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 leads

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.

  • 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.

  • 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.

  • A custom webhook build

    Best when: leads drive revenue and need routing and attribution

    Real-time delivery, deduplication, routing, a first reply, outcomes sent back to Meta and a log for every lead.

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.
  • Agencies & consultancies

    Founders and operations leads at agencies and consultancies running many clients at once.

    Measured on: Margin per client, utilisation and retention

    What changes: More billable hours per head and clients who can see the work without asking for it.

  • Founder-led B2B service firms

    Founders of B2B service businesses whose sales and delivery have outgrown the founder’s inbox.

    Measured on: Pipeline, win rate and revenue per employee

    What changes: A pipeline that answers, qualifies and follows up on its own, and a business that can grow without adding headcount at the same rate.

  • Ops, sales & growth leaders

    Heads of operations, sales or marketing inside mid-size companies, with a mandate and no spare engineering team.

    Measured on: Cost to serve, cycle time and cost per acquisition

    What changes: The system your team needs, delivered alongside IT rather than queued behind it, with security and ownership handled properly.

Project process

Discovery, build, launch, then better.

Phases, not promises. Each step is decided on what the previous one showed.

Our approach
  1. 01

    Week 1

    Forms, fields and owners

    List the pages and forms, map each field to the CRM and agree the routing rules.

  2. 02

    Weeks 2–3

    Real-time delivery live

    Leads flowing into the CRM with attribution, deduplication and alerts, reconciled against Meta.

  3. 03

    Weeks 4–6

    Reply and report

    First-reply messages, outcome events back to Meta and campaign-to-revenue reporting.

  4. 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
  • Facebook
  • Instagram
  • WhatsApp Business Platform
  • HubSpot
  • Zoho CRM
  • Pipedrive
  • Google Sheets
  • Slack

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.
  1. 01

    Scoping sprint

    A short, fixed piece of work to map one workflow and decide what is worth building.

  2. 02

    Build

    The first workflow designed, built and released, then extended in small, scoped steps.

  3. 03

    Run & improve

    An ongoing engagement to keep the system running, measured and getting better.

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.

Start a project

Connect your Meta 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.

We use your details only to reply to this enquiry. No newsletters, no list sharing. See our privacy policy.

Judge your ads on revenue, not on leads.

A short scoping sprint, a written scope, and a plain answer on whether building is worth it.

Or write to us at [email protected]