Keep the source attached
Facebook ad leads retain the page, form, campaign, and submitted answers. Configure a subscription for a whole page or a specific form, then choose who receives incoming enquiries.
Move an existing list with confidence
Map spreadsheet columns to names, contact details, remarks, sources, birthdays, and customer codes. Apply tags or folders to a batch and inspect the upload preview before saving.
Clean up without losing the context
Find matching phone numbers or emails, select a primary record, and preview duplicate merges. Keep your imported book organized instead of starting another disconnected contact list.
How it comes together.
- 1Connect a lead source
- 2Map and review the data
- 3Route it to your team
Setup & availability
Form-builder submissions have their own submissions table; they are not automatically added to CRM leads.
Detailed setup instructions