Get started with Lead Ads (Forms)
Pick the form type, wire up tracking, connect your CRM, and publish with confidence.
1) Choose your form type
- Instant Form: mobile-first, auto-fill fields, fast completion.
- Website Form: keep users on your domain; deeper content before submit.
- Instant Form Add-On: overlay a quick form on top of your page as a low-friction option.
2) Define your goal
- Lead volume (shorter forms, broader targeting).
- Lead quality (qualification questions, validation, tighter audiences).
- Set a clear follow-up SLA (e.g., call or message back within 5–15 minutes).
3) Tracking & measurement
- Implement pixel + server-side tracking (Conversions API or server events on site).
- Mark your primary conversion (lead submit) and any qualified milestones (booked call, deposit, etc.).
- Name your events clearly so reporting tells a real story.
4) Connect your CRM
- Real-time lead sync (webhook/API or native connector).
- Auto-assign owners, pipeline stage, and source
efind_leads_forms.
- Trigger instant replies: email/SMS/chat confirmation + scheduling link.
Launch checklist
- Short, clear headline + one benefit in the ad creative.
- Ask 3 or fewer questions unless you truly need more.
- Use single “Full name” field; request either email or phone first.
- Enable validation on phone/email fields.
- Thank-you screen with a next step (book a call, download, visit pricing).
- QA your CRM routing & notifications (new lead alert within seconds).
Frequently asked questions
Should I use an instant form or a website form?
Use instant forms for speed and low friction; use website forms when you need product context, longer consideration, or policy-restricted questions.
How do I optimize for quality, not just volume?
Use custom questions, validation, and event feedback to your ad delivery. Score leads in your CRM and feed “qualified” conversions back to improve optimization.
How fast should I follow up?
Within 5–15 minutes is a strong target. Use auto-routing and instant confirmations so prospects know you received their info.
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