Lead capture playbooks
Build lead-generation playbooks with Meta Instant Forms across your workspaces.
Who this is for
Lead forms are created in Meta Ads Manager (not Flamel), synced into Flamel, then attached to playbooks. Hub admins build and sync the forms; workspace owners handle lead follow-up.
Set up lead capture
Build the Instant Form template once, copy it to every workspace Page, then sync and attach it in Flamel.
Open the Instant Forms tool in Meta
In Meta Ads Manager, go to All Tools, then Instant Forms, then click Create Form.
Pick a form type
Choose More Volume for a simple form, or Higher Intent to add a review step before the lead submits. Higher Intent trades some volume for better-qualified leads.
Add your questions
Keep questions minimal. Lead with the pre-filled standard fields (name, email, phone, city) that auto-populate from the user's Facebook profile, and save any custom questions for the end.
Set the Thank You screen
Tell people exactly what happens next, for example "we'll call you within 24 hours". Clear expectations improve the quality of every conversation that follows.
Copy the form to each workspace's Page
Each workspace needs its own copy of the form so leads land in that location's own CRM or Page Inbox. Copy from your template to every relevant workspace Page in Meta.
Sync forms into Flamel
In each workspace's Ad Configuration, open the Lead Capture section and click Sync Forms to pull the latest forms from Meta.
Attach the form in Ad Configuration
In the workspace's Ad Configuration, set the Instant Form as active for the relevant audience type.
Create the playbook with a Leads objective
When creating the playbook, pick Leads as the objective and reference the audience type you configured above. See Creating playbooks.
Once a lead form is live on your Page, your job is to respond fast. Leads contacted within minutes convert far better than hours-later follow-ups.
Turn on Page Inbox monitoring
Enable notifications for your workspace Page so a new lead pings you immediately instead of sitting unseen.
Connect your CRM
Route new leads into your CRM automatically through Meta's native CRM integration or Zapier, so nothing gets lost.
Set up an auto-responder
Send an automatic confirmation email so the lead knows their request was received while you prepare to reach out.
Speed wins
A lead contacted in the first few minutes is far more likely to convert than one you reach hours later. Treat every new submission as time-sensitive.
Form best practices
Shorter forms convert better
Name, email, and phone is usually enough. Every extra field lowers conversion. Pre-filled fields (name, email, phone, city) build momentum, so put any thinking-required custom questions last.
Common questions
Why do I need separate forms per workspace? Each form submits leads to a specific Page Inbox or connected CRM. Sharing one form across workspaces would funnel all leads to a single location instead of the right one.
Can I edit the form after launch? Edit in Meta Ads Manager. Existing submissions stay attached to the old form version; new submissions use the new version.
My form isn't appearing in Ad Configuration. Click Sync Forms in the workspace's Ad Configuration. If it is still missing, confirm the form is published (not draft) in Meta and that the workspace Page has a copy of it.