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.
| Lead | Form | Campaign › ad set › ad | Answers | Received |
|---|---|---|---|---|
| Maya Reyes | Free consult | Spring offer — Broad › Video 2 | 3 | 2m ago |
| Leo Fischer | Quote request | Lookalike 2% › US › Carousel | 4 | 9m ago |
| Sara Shah | Free consult | Advantage+ leads › Static 1 | 3 | 26m ago |
| Tom Klein | Call back | Retargeting — 30 days › Reel | 2 | 41m ago |
| Priya Nair | Quote request | Spring offer — Broad › Video 1 | 4 | 1h ago |
| Ethan Brooks | Free consult | Free consult — Video › Main | 3 | 1h ago |
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.
| Lead | Ad | Check | Received |
|---|---|---|---|
| Jane Miller | Traffic › Spring LP | verified | 18m ago |
| Omar Haddad | Traffic › Pricing LP | verified | 2h ago |
| Nina Castillo | Traffic › Spring LP | verified | 5h ago |
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.
payments-september.csv
Columns we found — check once before importing
| Your column | First row | We read it as |
|---|---|---|
| Customer | Maya Reyes | Full name |
| Mobile | (415) 555-0132 | Phone anchor |
| maya@… | Email anchor | |
| Paid | 3,000.00 | Amount |
| Date | 09/14/2026 | Paid at |
| Contract total | 12,000.00 | Deal total optional |
| Treatment | — | never read |
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.
Works with
Connect what you already use.
Meta, your website and a CSV from any CRM today. Direct CRM and payment connections are next.
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