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Laguzzi accounting firmIntegration · Meta lead forms
Meta lead forms: every completed form, a lead with an owner
LIA integrates with Meta lead forms on Facebook and Instagram. Every completed form goes into LIA as a lead with its answers, is assigned to a sales rep following the company's rules, and LIA alerts if nobody contacts it in time.
What LIA does with Meta lead forms
The lead from your ad stops waiting in a spreadsheet someone has to download.
Every form comes in as a lead
The answers from the Facebook or Instagram form stay on the lead profile, with nothing to download or copy.
Assigned to a sales rep
Every form lead is assigned to a sales rep, following the rules the company defines.
Alerts when nobody follows up
LIA alerts when a form lead goes past the time without contact the company set.
Forms in the reports
Form leads count in the manager dashboard and in the reports by sales rep, alongside the other channels.
How it connects
A LIA engineer connects it during implementation, with Meta's permissions.
The forms are connected
The LIA engineer connects the lead forms from the company's Meta account.
Assignment rules are defined
Who receives the leads from each form and how long without contact triggers an alert.
Leads go into LIA
From then on, every completed form is logged as a lead.
- LIA receives forms from the connected Meta accounts.
- Adding forms or other channels doesn't change the price.
To re-contact leads by segment: AI WhatsApp campaigns.
Other LIA integrations
They all end up in the same lead profile and the same reports by sales rep.
Corporate number through the official API and each sales rep's own number, in one inbox, with qualification, alerts and calls.
What LIA doesInstagram direct messages in the same inbox as WhatsApp, each one as a qualified lead.
What LIA doesFacebook page messages go into the inbox as leads, with an owner and alerts.
What LIA doesWeb chat
Your website chat handled 24/7 by the AI agent, which qualifies and routes to a sales rep.
What LIA doesEmail: Gmail, Outlook and IMAP
Lead emails from Gmail, Outlook or any IMAP mailbox go into the inbox and the lead profile.
What LIA doesPhone calls
Calls from LIA or through the company's phone system: in the lead's history, transcribed and summarized with AI.
What LIA doesGoogle Calendar
Each sales rep's calendar next to their leads: alerts before every meeting, meetings in the reports and meetings scheduled from LIA.
What LIA doesGoogle Meet
Meet meetings with a lead are transcribed and summarized on their profile, and add to their qualification.
What LIA doesYour CRM (API and webhooks)
LIA alongside the CRM you already use, via API or webhooks, or as your CRM if you don't have one yet.
What LIA doesFrequently asked questions
Does LIA receive leads from Facebook and Instagram forms?
Yes. LIA integrates with Meta lead forms: every completed form comes in as a lead with its answers and is assigned to a sales rep.
Do I have to download the form leads?
No. Every completed form reaches LIA and stays on the lead profile, with no spreadsheets to download or data to copy.
Does LIA alert me when nobody contacts a form lead?
Yes. LIA alerts when a lead goes past the time without contact the company set.
We'll show you how it would work with your team
In a demo we set up your company's case and show you what the manager sees and what each sales rep does.
