Meta's instant forms capture leads and then strand them in Ads Manager. Plyto pulls every lead into your CRM as it arrives, kicks off the follow-up automation, and tells Meta which leads were actually good.
Service businesses
Roofers, med spas, HVAC, dental: businesses that live on leads and follow-up.
Small B2B and SaaS teams
A founder and a few reps who need pipeline, email and ads without an ops hire.
Agencies and consultants
Run several client businesses from one login, unlimited seats on every plan.
Solo operators
One person doing the work of a marketing team, with an agent that keeps up.
The lead submitted a form inside Facebook, and then what? Someone remembers to export the CSV on Friday. By then the lead bought from whoever called first. Lead ads work exactly as well as the follow-up behind them, and a spreadsheet is not a follow-up.
Connect your Meta account once. New instant-form leads become CRM contacts automatically, with the campaign and ad that produced them attached.
A new lead can trigger an automation immediately: welcome email, task for your team, a calendar link. The reply lands on the same contact record.
Marking a lead qualified or junk feeds back into what Plyto reports, so Meta's optimization chases the leads that turn into customers instead of the cheapest form-fill.
Plyto also builds and launches the Meta campaign itself: audiences, placements, creatives sized per placement, budget caps, and an approval step before anything spends.
An example of the loop working:
A prospect taps your Instagram ad and submits the instant form without leaving the app.
Seconds later they exist in your CRM, tagged with the campaign and ad, and the welcome automation sends your intro plus calendar link.
Your phone gets a task: call within the hour. The timeline shows every touch so far.
They book. You mark the lead qualified, and that signal makes the next week's leads look more like this one.
Leads sync automatically after Meta makes them available, typically within minutes, with campaign and ad attribution attached. No manual exports.
No. The Meta connection is built in: lead sync, campaign building and conversion feedback all use the same connection.
Yes. The ads vertical builds Meta campaigns end to end with an approval gate before spend. Ads live on the Growth plan at $149/month.
They stay in the CRM with their history: re-engagement automations and future campaigns can pick them up, and suppression rules keep the ones who opted out untouched.
Connect Meta on the free trial and watch the first lead arrive.
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