Integrations

Send Facebook and Instagram Lead Ads to Your CRM and WhatsApp

Stop downloading lead CSVs from Meta. Every lead form lands in BizBotify within seconds, ready for a WhatsApp follow-up.

10 min Beginner Updated October 2026
Prefer to watch? Integrations, in the Settings video

Facebook and Instagram lead ads (Meta's "instant forms") come straight into BizBotify. Connect your Facebook Page under Settings → Integrations → Lead ads and every form someone submits becomes a contact and an enquiry on your CRM board within seconds, with the source "Meta lead ad". Add a workflow that starts when a card enters your first stage and sends an approved WhatsApp template (or starts a chatbot flow that opens with a template), so each new lead hears from you while they’re still interested.

How to do it

Before you start: if you do not see Lead ads under Settings → Integrations, ask us to switch it on for your workspace. You need the Ads or Full control role on the Facebook Page that runs your lead ads. Instagram lead ads come through the same Page, so there is nothing extra to connect. Leads become enquiries when your workspace has the Sales CRM; without it they are added as contacts.

Open Settings → Integrations → Lead ads

Click Connect Facebook, log in to Facebook in the popup and allow everything it asks for.

Choose the Pages that run your lead ads

Tick each Page and click Connect selected. The Page card should say Healthy.

Send a test lead

Run your ad, or create a test lead with Meta's Lead Ads Testing Tool. Within a few seconds it appears under Recent leads as In CRM, and the person shows up in Contacts and on the CRM board with the source Meta lead ad.

Follow up on WhatsApp automatically

Create a chatbot flow with the trigger Started by a workflow. Start it with an approved WhatsApp template, such as a thank-you with a brochure or a WhatsApp Form to book a call. Then click Create one in the chatbot flow's Trigger block: it opens the ready-made workflow Start a chatbot flow when a card enters a stage with that chatbot flow picked. Pick the first stage of your Enquiries board and turn it on. Every new lead-ad enquiry with a phone number starts the flow on its own. Leads with no phone (email-only forms) or who opted out are skipped, and so is a flow whose first message is not an approved template; each skip is noted on the card's timeline.

WhatsApp rules still apply. The first message to a new lead must be an approved template, and you should only message people who agreed to hear from you. Add a WhatsApp consent question to your lead form in Meta Ads Manager.

Keep the connection healthy

If a Page card says Reconnect needed, click Add or reconnect a Page and log in again, then click Retry on any failed lead. Pause stops new leads reaching the CRM without disconnecting; leads that arrive while paused are kept with a Retry button. Disconnect removes the Page but keeps the lead history.

Why connect lead ads to WhatsApp

Lead ad forms are filled in on the phone, and most leads go cold within hours. When the lead lands in BizBotify you can reply on the channel they already use, with the enquiry card, owner and follow-up tasks in one place:

  • No CSV downloads: leads arrive in seconds, around the clock.
  • Instant first touch: a chatbot flow started by a workflow sends an approved WhatsApp template as soon as the card is created.
  • One board: lead-ad enquiries sit next to WhatsApp chats and website form leads, filterable by source.
  • Follow-ups that stop themselves: nurture sequences stop when the lead replies or leaves the stage.

Frequently asked questions

How do I send Facebook lead ads to WhatsApp automatically?

Connect your Facebook Page under Settings → Integrations → Lead ads so each lead becomes a BizBotify enquiry, then create a chatbot flow that starts with an approved WhatsApp template, and a workflow that starts it when a card enters your first Enquiries stage (click Create one in the chatbot flow's Trigger block to open the ready-made "Start a chatbot flow when a card enters a stage"). Every new lead with a phone number gets the message shortly after; make phone a required field on your lead form.

Do Instagram lead ads work too?

Yes. Instagram lead ads are delivered through the Facebook Page linked to the ad account, so connecting the Page brings in both.

Why is my Page asking me to reconnect?

Facebook permissions expire or change when a Page role changes. Click Add or reconnect a Page, log in again with a user who has the Ads or Full control role, then Retry any failed leads.

What happens to leads that arrive while the connection is paused?

They are kept. Each shows a Retry button, so you can add them to the CRM after you resume.

Can I send a WhatsApp message to a lead who has not messaged me?

Only with a Meta-approved template, and only if the person agreed to hear from you. Free-form messages are allowed only within 24 hours after the customer messages you.

Does it cost extra?

Lead ads are included in BizBotify plans. Enquiry cards need the Sales CRM add-on (₹750/month). WhatsApp template messages are charged by Meta at its own rates with 0% markup.