Channels & inbox

Social (Facebook, Instagram)

Connect your Facebook and Instagram accounts to capture ad leads, turn comments into leads, and read & reply to DMs — all inside the same inbox and CRM as your other channels. Google Ads lead forms sync too, and AI can auto-reply to DMs for you.

Connecting an account

Open Leads → Capture and find the Integrations section. Click Connect on Facebook & Instagram or Google and complete the platform’s login. Once connected, leads, comments, and DMs start flowing in automatically. LinkedIn and TikTok are listed there as coming soon.

Platform approval is required

Meta needs App Review approval before Instagram/Facebook DMs & comments work for real (non-test) accounts. Connect early so the review is underway.

What each platform gives you

Capability	Facebook	Instagram	Google Ads
Lead ad forms	✓	✓	✓
Comments → leads	✓	✓	—
DMs in the inbox	✓	✓	—
AI DM auto-reply	✓	✓	—

Lead ads & comments

Lead-form submissions are synced into your pipeline and fire the ad_lead_received trigger, so routing and follow-up can run automatically.
Comments on your posts and ads can be captured as leads too — filtered by keyword (Settings → CRM) so your pipeline stays clean, not noisy.
Route each ad form to a specific pipeline and stage from Leads → Capture.

DMs & auto-reply

Inbound Instagram and Facebook DMs appear in the Inbox alongside WhatsApp and Email, where a human can reply. They also fire the Message received trigger, so AI auto-reply can draft or send a response for you.

Messaging windows & policy

Automated replies are only allowed inside the platform’s window — 24 hours after the contact’s last message for Meta. Bot messages never use Meta’s human-agent tag.

X (Twitter)

X has no native lead-form API, so X leads come in through your web forms tagged with the x source; conversion events can be reported back to X for ad optimisation.