Meta Forms: bringing Instagram and Facebook ad form leads into Piyzi

If you use instant forms (Meta Lead Ads) in your Instagram and Facebook ads, people who fill in the form arrive in Piyzi automatically: they are added to your customer list, their answers are saved as a customer note, and the customer's source shows which form they came from.

Before you start

• You must be an admin or advertiser on the Facebook Page that has the forms.

• Your role needs the Can set up integrations permission (the business owner always has it).

• If lead access is restricted on your Page (Meta Business Suite › Lead access), grant access to Piyzi; otherwise leads cannot be read.

Connecting

1. 1

   Open Pi Store

   Click the Meta Forms card in Pi Store.

2. 2

   Connect with Facebook

   Click Connect with Facebook. In the Facebook window, select the Pages whose forms you want and allow access.

3. 3

   Select Pages

   If you shared several Pages, tick the ones you want in the Pages section and save. With a single Page this happens automatically.

4. 4

   Turn forms on

   The Page's forms are listed. Turn on the forms you want. With Fields you choose where each question is saved in Piyzi: first name, last name, phone, email, customer note or keep in the lead only. Name, phone and email are mapped automatically; sensitive questions such as date of birth or ID number are not imported.

What happens when a lead arrives?

• If the phone is a Turkish mobile number a customer is created. Their channel is Instagram / Facebook Form and the form name is shown as the detail.

• If the number is already registered no new customer is created; the lead is linked to that customer. The customer's name is not changed; if the form gives a different name the lead shows Name differs. An existing channel is not changed.

• If there is no phone, the number is foreign or it is a Meta test lead no customer is created; the lead stays on the Leads screen only.

• The form answers are saved to the customer's Notes tab with the "Lead form" source.

• The "New customer" automation does not run for customers created from leads.

If you turn off Create a customer from the lead automatically in a form's settings, no customers are created for new people; leads are listed on the Leads screen only.

The Leads screen

The Leads screen in the left menu lists incoming leads by date, person, form and status. Open a row to see the answers. Change the status (New, Called, Appointment booked, Became a customer, Spam) to keep track of follow-ups. A lead that could not be processed can be retried with Process again.

• Viewing needs the Can view leads permission; changing status needs Can change lead status. Both are on in the Staff role.

• The Leads menu item appears only when Meta Forms is connected.

Channel in the customer list

The Customers list has a Channel column and a Channel filter in the advanced filters: choose "Instagram / Facebook Form" to list customers who came from ad forms. The customer's profile card also shows the source and form name.

Refreshing and disconnecting

• If Facebook access expires or is revoked, a red warning appears in the window. Leads arriving meanwhile are held and imported when you reconnect.

• A form can feed only one business (branch) at a time. If it is on in another branch, its switch appears disabled.

• Disconnect stops new leads. Leads and customers already received are not deleted.

Good to know

• Marketing consent comes only from the checkbox in your form; the form's privacy notice is your responsibility.

• If you will message applicants on WhatsApp, say so in the form text.