5 minutes to set up — and no more lost leads or CSV files

Do you actively use Meta (Facebook and Instagram) advertising to attract customers? If so, you're likely familiar with Lead Ads—a powerful tool that lets you collect contact information from potential clients directly within the social network, without redirecting them to an external website.

This process is fast and convenient for the user, but it creates a challenge for businesses: how to process these leads quickly? Manually downloading CSV files means losing precious time, during which a lead can go cold. There is a solution, and it's simpler than it seems: direct integration of Meta Lead Ads with your CRM system.

Why is this so important right now? The benefits of integrating with Svit.One CRM

Connecting your Meta Ads account to your CRM isn't just a convenience; it's a necessity for an effective business. Consider this:

• Speed that converts into money. The statistics are clear: businesses close over 70% of deals when they contact a lead in under 15 minutes after the initial submission. Integration ensures this kind of instant response.

• Real time savings. Having leads sent directly to Svit.One eliminates manual exports and saves an average of 30 hours of a manager's time per month.

• Zero manual work. Forget about constantly checking your ads manager. The integration works 24/7 in real-time, freeing up your time for sales and strategy.

• A centralized lead database. All leads from Facebook, Instagram, your website, messengers, and other channels are gathered in one place. You get a complete picture and can effectively manage your sales funnel.

Step 0: What to prepare before you connect

Before you begin, make sure you have the following:

1. An active Lead Ads form. It must be created and activated in your Meta Ads Manager.

2. Prepared fields in Svit.One. Standard fields ("Name," "Phone," "Email") already exist by default. However, if your form collects unique information (e.g., "City," "What service are you interested in?"), make sure you have created the corresponding custom fields in your Svit.One settings beforehand.

3. A designated place for your data. In Svit.One, you can choose where the data will go:

   Option A (Recommended): Directly into the CRM module as a new contact.

   Option B: Into a special dataset for further segmentation or bulk operations.

4. Admin access to the relevant business page in Meta Business Manager.

Step-by-step setup guide

Step 1: Authorize in Svit.One

In your Svit.One account, open the "Settings" → "Integrations" menu. Find "Facebook Leads" in the list and click "Connect." The system will redirect you to Facebook's login page. Log in to your profile and grant Svit.One permission to access your pages and forms.

Step 2: Choose the page and storage location

After authorization, select the business page and the specific form you want to integrate from the list. On the same screen, specify where the leads should be sent (Option A or B). If you choose the CRM module, the system will automatically create not only a contact but also a deal for it. This setting is enabled by default so you can immediately see new leads on your sales kanban board.

Step 3: Field mapping

This is the key step. The system will automatically suggest all available fields from your Facebook form. Your task is to verify that each one is correctly matched with the corresponding field in Svit.One.

For example:

• Full Name → Name

• Phone Number → Phone

• custom_question_1 → What service are you interested in?

You can change any mapping directly on this screen if needed.

Step 4: Verify and activate

Click "Save," and the integration is active. New leads will begin to arrive in the system in real-time (the average delay is 3-5 seconds). To test it, send a test lead using the Meta Lead Ads Testing Tool and confirm that it appears in Svit.One.

What the workflow looks like after connection

1. A customer fills out a form on Facebook or Instagram.

2. The contact and deal immediately appear in Svit.One with a "FB Lead" tag. The manager can see the source, campaign, and selected product.

3. The responsible manager receives a push notification on the Svit.One mobile app.

4. When making the first call from the contact card, the system will automatically log the call details (time, duration, outcome). Privacy is maintained as the call recording itself is not stored.

5. The manager moves the deal through the stages of the sales funnel until it is successfully closed.

Frequently Asked Questions (FAQ)

• How many forms can I connect?

  The number is unlimited. You can create a separate connector for each form, page, or even ad campaign.

• Can a single Svit.One project receive leads from multiple Meta pages?

  Yes. Simply add another connector in the same "Integrations" section and choose a different page.

• What should I do if a new field is added to my form?

  After editing the form on Facebook, open the integration settings in Svit.One, click "Refresh Fields," and confirm the mapping for the new field.

Conclusion

By connecting Facebook Lead Ads to Svit.One, you get an instant flow of leads directly into your CRM, a transparent contact history, and the ability to forget about Excel sheets and manual data entry forever.

Go to "Settings → Integrations" and activate the connector—your first wave of leads could arrive today. If you need help, contact the Svit.One support chat—we respond within minutes.