Lead capture

How do I bring leads from Facebook and Google Ads into the CRM automatically?

An ad lead has the shortest response window. If you export it manually from Meta Business Suite once a day, you have already lost to the company that called within minutes.

Short answer

  1. Ad leads enter the CRM automatically only through an integration that sends the data to the CRM API.
  2. In 4softcrm you generate an API key, and the integration uses it to create the lead with name, phone, email and source.
  3. Always record source and campaign on the lead, otherwise you cannot tell which ad brings customers.
  4. A rule-based automation can immediately create a follow-up activity for the new lead.
  5. If you do not have the integration yet, export the leads as CSV and import them with mapping and deduplication.

How to set it up, step by step

  1. Generate a dedicated API key in 4softcrm for this integration.
  2. Decide which fields the ad form sends (name, phone, email, qualifying question) and the matching CRM fields.
  3. Set up the integration (built in-house or by a partner) to create the lead through the API for every form submitted.
  4. Define an automation that creates the follow-up activity for new leads.
  5. Test with a real test lead and verify that source and campaign appear on the record.

Why response speed matters

A Lead Ads lead filled the form while scrolling their feed. Interest drops fast, and competitors often receive the same form.

The difference between a call within minutes and one the next day shows up directly in conversion rate, not in the ad budget.

Common mistakes

  • Manual CSV export once a day as a permanent solution — you lose the response window.
  • Not recording source and campaign, so you can say which ad brings clicks but not which brings customers.
  • Not asking for explicit consent in the form, which leaves you with no legal basis for later marketing.
  • Using the same API key for every integration, so you cannot revoke one without stopping them all.

How 4softcrm helps

  • API keys and webhooks, through which forms, shops and other systems push leads into the CRM.
  • CSV import with column mapping and deduplication, for leads exported manually.
  • Rule-based automations that create the follow-up activity for every new lead.
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