Platform / Collect

Every lead, in one list.

Meta Instant Forms, the form on your own website and any CSV from your CRM land in one place — and the same person is recognised once, however many times they sign up.

What you actually get

Every lead, one list.

Meta Instant Forms

Every Meta form lead, with its ad.

We read the leads from your Instant Forms every hour, with the campaign, ad set and ad each one came from — no export, no copy-paste.

  • Meta's own lead IDThe strongest key there is — later matched to payments and sent back to Meta.
  • Campaign › ad set › adTaken from the ad the lead was read from. A fact, not an attribution model.
  • Every hour, automaticallyNew leads since the last read. A full check runs every night.
Learn about Meta Instant Forms
app.stelafy.com · Leads · Meta forms
Meta form leads
2,798+17.4%
2,384 prior 30 days
Lead forms
3
Free consult · Quote · Call back
Last read
12:17
Next at 13:17 · every hour
LeadFormCampaign › ad set › adAnswersReceived
Maya ReyesFree consultSpring offer — Broad › Video 232m ago
Leo FischerQuote requestLookalike 2% › US › Carousel49m ago
Sara ShahFree consultAdvantage+ leads › Static 1326m ago
Tom KleinCall backRetargeting — 30 days › Reel241m ago
Priya NairQuote requestSpring offer — Broad › Video 141h ago
Ethan BrooksFree consultFree consult — Video › Main31h ago
Read every hour — nothing to exportCampaign, ad set and ad — on every lead

Website form

Your own form, tied to the ad.

A small script remembers which ad brought the visitor; your server tells us about the application after it's saved — signed, so nobody else can post in your name.

  • Consent firstThe script runs after your visitor agrees, if you use a consent manager. No consent, nothing read.
  • Signed notificationsEvery request carries a signature made with your secret. Unsigned or altered requests are refused.
  • Nothing read while typingWe never capture form fields as people type — only what your server sends after saving.
Learn about Website form
app.stelafy.com · Connections · Website form
Website leads
116+41.5%
82 prior 30 days
Last lead
18m ago
Main site · receiving
Unsigned requests
Refused
Signature checked on arrival
<script src="https://app.stelafy.com/lead-touch.js" defer></script>
POST /api/web/lead x-signature: sha256=… { "applicationId": "A-1042", "contact": { "phone": "+1 415 555 0132" }, "visit": { … } }
LeadAdCheckReceived
Jane MillerTraffic › Spring LPverified18m ago
Omar HaddadTraffic › Pricing LPverified2h ago
Nina CastilloTraffic › Spring LPverified5h ago
Runs only after your visitor consentsYour server tells us — after the form is saved

CSV import

Any CSV. Your columns.

Export from your CRM, spreadsheet or payment tool. We guess the columns, you confirm them once, and a repeated upload never doubles anything.

  • Columns guessed, not assumed"Mobile", "Phone number", "Tel" — we recognise the usual names and show you what we picked.
  • Same file twice? Skipped.The file is recognised and nothing is written a second time.
  • Overlapping files, checkedA payment that appears again in another file waits for review instead of counting twice.
Learn about CSV import
app.stelafy.com · Payments · import
payments-september.csv

Columns we found — check once before importing

1,284 rows
Your columnFirst rowWe read it as
CustomerMaya ReyesFull name
Mobile(415) 555-0132Phone anchor
E-mailmaya@…Email anchor
Paid3,000.00Amount
Date09/14/2026Paid at
Contract total12,000.00Deal total optional
Treatment—never read
1,279 imported5 need reviewpayments-august.csv · already imported
Guessed for you — you confirmSame file twice? Skipped.

Form answers

What they told you, kept.

The answers to the questions you added to your Meta form are saved next to the lead — so the person calling knows what they asked for.

  • Past Meta's 90 daysMeta deletes lead data after 90 days. The answers you needed stay here.
  • Only your questionsName, phone and email are already on the person — not stored twice.
  • No personal extrasDate of birth, gender, marital status, ID numbers and street address are never stored.
Learn about Form answers
app.stelafy.com · Leads · Maya Reyes
MRMaya ReyesMeta form · Free consult · Spring offer — BroadMeeting
Form answers · 4 kept
What are you interested in?Premium package
When do you want to start?Within a month
Budget$10,000+
Best time to callWeekday mornings
1 question dropped before saving — it pointed to health details. Never stored, never sent to Meta.
Kept past Meta's 90 daysName, phone and email aren't stored twice

Works with

Connect what you already use.

Meta, your website and a CSV from any CRM today. Direct CRM and payment connections are next.

Meta Lead AdsSpend, leads, and results sent backAvailable
Website formSigned notification from your serverAvailable
CSV from any CRMLeads, deals and paymentsAvailable
HubSpot · Zoho · StripeDirect sync instead of a fileSoon

FAQ

Collect, answered.

Book demo
Which permission do you need?

Meta's lead-reading permission. Meta bundles an ad-management permission with it as a required dependency; we never use it.

Do I need a developer?

For one short server call after the form is saved. We set it up with you on the call.

Which files can I upload?

Leads, deals (with their stage) and payments. The sample CSV shows the easiest format.

What if my form asks a health question?

It is dropped before anything is stored. Our terms also ask you not to collect such data in connected forms.

See it with
your own data.

Book a 30-minute call — we connect your Meta account and a payment list live.

Book demo