A person sends the lead form on one of your Facebook or Instagram ads. Berchtold adds them to the CRM within a minute. You do not download a file or use another app.
Before you start
- Connect your own Facebook & Instagram in Settings → Integrations, under Your connections. Then choose your Pages. See Connect Meta.
- Your Facebook login must be able to advertise for the Page in Meta.
- Allow every permission Meta asks for when you connect. Lead ads need the permissions to read leads and to manage the Page's settings.
Check that new leads come in
Open Settings → Integrations and select Settings on your Facebook & Instagram row. Under Lead ads and messages, each Page shows in words whether its new leads come in:
- New leads come in: Berchtold gets the Page's new leads.
- Missing permission: connect Facebook & Instagram again and allow the permissions that the settings name. Then select Check again.
- Not set up yet: the Page was connected before lead ads. Select Check again.
- Not connected: Meta refused. The settings show Meta's reason. Select Check again later.
Each Page also shows when its last lead came in. When Berchtold could not read a lead, the settings say why.
You see the status of your own Pages only. Someone else sees a Page when their own Facebook has it here.
What comes in
- A lead with an email becomes a contact, matched by email. Its source is Facebook lead ad or Instagram lead ad. A new lead starts in a Lead stage, unless the person has an open deal. The follow-up task and the draft of a first reply work as they do for your website's forms.
- The owner comes from the Page's setting New leads and messages go to. With Me, the person who chose it gets the lead. With Lead routing, your lead routing rules decide. See Who gets new leads and messages.
- The ad campaign shows on the contact and the lead. Reports → Deal reports → Leads counts leads by source and by campaign.
- The answers to the form's own questions, and its consent boxes, go in the contact's Activity. Berchtold does not keep answers about gender, date of birth or relationship status.
- A lead without an email does not become a contact. It goes to Recent lead activity on Home, with its name, phone and answers. When the Page is set to Me, that person owns it. When you learn the email, find the lead there and select Add the email. Berchtold then makes the contact and the lead.
Berchtold does not add anyone to an email list. Each list keeps its own consent. Add a person to a list only when they agreed to it.
When a Page owner limits lead access
A Page owner can choose which apps may read the Page's leads. This is Meta's Leads Access Manager. Find it in Meta Business Suite under Business settings → Integrations → Leads access. When Berchtold is not allowed there, Meta refuses each lead. The settings then show the problem. Ask the Page owner to allow Berchtold, then select Check again.
Send a test lead
Use Meta's Lead Ads Testing Tool (developers.facebook.com/tools/lead-ads-testing). Choose your Page and a form, then select Create lead. The test lead comes into the CRM like a real one. Delete the test contact after you check it.
Connected AI tools
Claude, ChatGPT and Muse can see whether new leads come in for your own Pages (crm_meta_lead_ads_status). They can check your Pages again (crm_meta_lead_ads_check). They can add the email to a lead that came without one (crm_add_inquiry_email). The leads themselves are contacts and lead activity, which these tools already read.
They can also list your Pages (meta_pages) and choose your Pages (meta_choose_pages). To set Me or Lead routing for a Page, they use meta_page_leads_to.