When someone fills out a Facebook or Instagram lead form, this workflow texts and emails them instantly, assigns a rep, opens an opportunity, reports the lead back to Meta, and alerts sales.
- Category: Speed to lead.
- 7 steps run automatically once the trigger fires.
- Join RocketLauncher University, free to join, to get this workflow and the other 29 in one import.
Trigger
Someone submits a Facebook or Instagram lead form (FB lead form submitted).
Steps
| # | Step | Action type | What it does |
|---|---|---|---|
| Trigger | FB lead form submitted | Facebook lead gen | Someone submits a Facebook or Instagram lead form (FB lead form submitted). |
| 1 | Tag paid-social lead | Add contact tag | Tags the contact: Tag paid-social lead. |
| 2 | Instant SMS | Sms | Sends a text message: "Instant SMS." |
| 3 | Welcome email | Sends an email: "Welcome email." | |
| 4 | Assign rep | Assign user | Assigns the contact to a team member on a round robin (Assign rep). |
| 5 | Open opportunity | Create opportunity | Opens an opportunity in your pipeline: Open opportunity. |
| 6 | Send Meta conversion (Lead) | Facebook conversion api | Reports the result back to Meta for ad optimization: Send Meta conversion (Lead). |
| 7 | Alert sales: new paid lead | Internal notification | Sends your team an internal alert: Alert sales: new paid lead. |
What to set up before you turn it on
- Connect the Facebook lead form
- Set business_name
- Configure Meta Conversion API step (optional)
How to test it worked
- Trigger the workflow with a test contact of your own, using a real phone number and email you control.
- Watch each step fire in order inside GoHighLevel and confirm the text and email actually arrive.
- Check that any tag, opportunity, or task the workflow creates shows up correctly before you send it to a real lead.
About 15 minutes to import and connect. Difficulty: beginner.
