DashboardWorkflowsCreateLead HistorySettings

Create workflow

Configure one Facebook Page and form route, then test CRM and email actions before activation.

Draft
  1. Basics
  2. Facebook source
  3. CRM destination
  4. Email notification
  5. Test and activate

Select the connected Facebook Page. If the page is not visible, sync again after confirming Page permissions in Meta.

Selected form

CREDAI Expo Visitors – Mittal Group

1367681454577904

Make sure the form is active and has at least one lead. Use the sync button to fetch the latest forms from Meta.

Important Note:

If the selected form has no captured leads, submit one test lead in Meta first, then click Save & Send Test Request. Lead fields become available for mapping after Meta returns a lead sample.

The next step will use these response fields for CRM and email mapping.

Activation is blocked until CRM and email mapping are configured.
Email subject preview: New Facebook lead from CREDAI Expo Visitors – Mittal Group
Workflow preview: Workflow draft
Response Received

Label

Value

Waiting for test response
Click Save & Send Test Request after selecting a form.