Catalog and ads

Can Facebook and Instagram lead form answers come into Fliok?

Yes, on Basic and above: answers to the instant forms on your Facebook and Instagram ads arrive in your CRM as leads. Each lead shows the form, the ad and the campaign it came from, and its source says Facebook Lead Ads or Instagram Lead Ads. It uses the Facebook Page you chose on the Ads page. An admin opens Settings, Integrations and Facebook Lead Ads, checks that the Page shows Receiving leads, and picks for each form which question fills the name, phone, email, city or one of your own contact fields. Every answer is also kept on the lead’s timeline. You can set the stage and the owner for new leads from a form; otherwise they start in your first stage and follow your lead routing rules, and the owner is notified. If the card asks you to reconnect, your Meta ads account was connected without permission to read leads: reconnect it on the Ads page. If your Page restricts who can see its leads, add Fliok as a CRM in Meta Business Suite, under Settings and Leads Access. Until then Meta does not share the answers with Fliok. A lead needs a phone number, so a form answered without one is not added. A number already in your CRM is updated, not added twice, and the same form answer is never added twice, even when Meta sends it again. Import past leads brings in a form’s leads from the last 90 days, because Meta keeps no older ones. Imported leads are never sent a WhatsApp message. You can switch on an instant WhatsApp follow-up for a form; it is off until you do. Choose an approved template and the question on your form that asks whether you may contact the person on WhatsApp. The message goes only when they answered yes and gave a valid number. It counts toward your plan’s monthly messages, nothing goes to someone who opted out, and messages to new people pause for a while after Meta restricts one of your numbers. When the follow-up was not sent, the lead’s timeline says why.