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Meta Marketing

Don’t leave ad leads sitting in form exports

Sync people submitting Meta Lead Ads forms directly into your CRM. Track the source campaign, assigned sales rep, and the next conversation step in one place.

Start 7 Days FreeHow it works
From ads to client follow-up

Review the lead form, conversation, and outcome together

Connect your ad account performance and your sales team follow-up into a unified customer journey.

CREATO / Meta MarketingSample view
New Lead Ads FormAutomatic sync
Emma Miller / Inquiring about catalogForm data
CRM record createdConverted to deal
Lead Ads synced CRM record
Deal RoutingSample view
Summer Collection FormAssignment details
Source: Meta Lead Ads · Campaign: Summer collectionAd source
Owner: Dennis · Stage: NewRep & stage
Assigned to Dennis Stage: New
Campaign SummarySample view
Period: This weekMeta Ads
Spend / Clicks / Form submissionsAvailable metrics
ROAS: No dataSource data unavailable
Sample view Representative data
Performance RecommendationSample view
Which campaign should we examine?AI evaluation
Compare spend variance alongside form conversion volume.Recommendation rationale
Audit recommendation Team review
CREATO / Meta MarketingSample view
New Lead Ads FormAutomatic sync
Emma Miller / Inquiring about catalogForm data
CRM record createdConverted to deal
Lead Ads synced CRM record
How it works

Channel ad leads directly into your follow-up pipeline

Connection, record creation, owner assignment, and follow-up happen in structured harmony.

Meta account
Access

01 — Connect your account

Grant access to your Meta business account and relevant lead form data.

Form entry
CRM

02 — Capture incoming leads

Automatically convert lead form submissions into contact and deal records.

Assigned to Dennis

03 — Assign ownership

Route the new opportunity directly to the dedicated sales rep.

Chat
Stage
Campaign

04 — Evaluate follow-up

Analyze conversations, pipeline progression, and campaign performance in tandem.

CREATO / MetaSample view
Emma MillerForm inquiry
Interest: Linen shirt collection specsInquiry detail
Source: Summer collection ad formCampaign
New opportunity
From form to conversation

Keep initial interest seamlessly tied to sales outreach

When Emma submits an ad form, her preferences and contact details turn into an actionable workspace for your sales team.

CREATO / MetaSample view
Emma MillerForm inquiry
Interest: Linen shirt collection specsInquiry detail
Source: Summer collection ad formCampaign
New opportunity
Task AssignmentSample view
Assigned to DennisFirst touchpoint
Task: Follow up on Emma’s catalog requestAction item
Due: TodaySchedule
Task ready
Consented OutreachSample view
Thread DetailsRep: Dennis
Which product can I help you explore today?Dennis
The breathable linen shirt in sage green.Emma Miller
Consented thread
CRM StageSample view
Stage UpdatedSales pipeline
CRM: New → In DiscussionStage advanced
Follow-up task: Send sizing guide and quoteNext action
In Discussion Follow-up task
CREATO / Meta Marketing

Frequently asked questions

The CREATO Platform

There is more to the customer journey than one channel.

CRM
Sales Pipeline16 new leads this week
New8
Deniz Arslan
€1,240
Selin Toprak
€890
In Progress5
Kaan Bulut
€2,400
Nil Yalcin
€650
Quoted3
Ozan Erdem
€3,120
Clear next steps for every sales opportunityTrack pipeline stages, rep ownership, and customer context right inside the deal record.Automations
AutomationProposal follow-up · Example flow
New lead receivedMeta form → CRM
Proposal sentCRM stage updated
Wait 3 daysStop if the customer replies
Send a reminderContinue the proposal conversation
Put structured workflows on autopilotCombine events, granular conditions, scheduled delays, and actions in one reliable visual builder.Contacts
ContactsSegments that build themselves
  • Ordered in the last 30 days412 people
  • Quiet for 90 days268 people
  • Two or more orders173 people
Know every customer from a single profileManage connected records, behavioral tags, and opt-in consent across all touchpoints.Copilot
ReportsLast 7 days
Recovered carts
€0,000▲ 18%
37 orders
First response time
0s▼ 64%
33 s the week before
Conversations answered
0,000▲ 9%
71% by an AI Employee
See priorities, make decisions with confidenceReview daily briefings; evaluate and approve AI-recommended actions with complete control.

Turn inbound ad interest into structured sales momentum

Sync forms directly to your CRM; define owner reps and next steps with zero guesswork.

Start 7 Days FreeSchedule Demo