Lead capture playbooks
Build lead-generation playbooks with Meta Instant Forms across your workspaces.
For Hub admins. Lead forms are created in Meta Ads Manager (not Flamel), synced into Flamel, then attached to playbooks.
Workflow
Build the Instant Form template in Meta
Open Meta Ads Manager → All Tools → Instant Forms → Create Form. Pick More Volume (simple) or Higher Intent (adds a review step). Keep questions minimal.
Copy the form to each workspace's Page
Each workspace needs its own copy of the form so leads land in their own CRM/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 Lead objective
When creating the playbook, pick Leads as the objective and reference the audience type configured above. See Creating playbooks.
Form best practices
- Keep it short. Name + email + phone is usually enough. Each extra field reduces conversion.
- Lead with the pre-fill. Standard fields (name, email, phone, city) auto-populate from the user's Facebook profile.
- Save custom questions for the end. Pre-filled fields build momentum; thinking-required fields belong last.
- Set expectations on the Thank You screen. Tell people exactly what happens next ("we'll call you within 24 hours").
Following up
Speed wins — leads contacted within minutes convert far better than hours-later. Set up:
- Page Inbox monitoring or notifications for the workspace
- CRM integration via Meta or Zapier
- An auto-responder email so the lead knows they were received
Common questions
Why do I need separate forms per workspace? Each form submits leads to a specific Page Inbox / connected CRM. Sharing one form across workspaces would funnel all leads to one location.
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 still missing, confirm the form is published (not draft) in Meta and that the workspace Page has it copied.