Meta Lead Delivery
Bring Facebook and Instagram form enquiries into the CRM groups your team follows up.
In the CRM: Social Media → Meta Ads → Connections → Delivery status
Connect the advert to the next conversation
An instant form captures the details a person submits inside Facebook or Instagram. Lead delivery connects those submissions to Mango9 so the right team can follow up with a call, text, appointment or buyer handoff.
For a consultation campaign, send the form into a consultation lead group. Use your assignment workflow to give the enquiry to a teammate or configured AI agent, then follow up through your Telnyx business number.
Open Connections under Meta Ads and choose Delivery status on the intended ad account. The panel shows saved delivery settings, selected forms and delivery history.
Choose the forms and CRM destination
- Use Browse forms to find the forms belonging to the connected Facebook Page. Confirm the Page is the one that owns your campaign forms.
- Open Customize mapping on a form when you need to review its CRM group, starting status or answer-to-field matching.
- Choose the intended CRM group and review how the form’s questions match the contact fields. Select Review mapping, then Save mapping when the choices are correct.
- Return to Delivery status and choose Select forms. Select the forms whose enquiries should arrive in Mango9.
- Use Review form selection, inspect the selection and submission window, then confirm the displayed delivery change. Use Discard selection changes to leave the saved selection as it was.
- Confirm that delivery is enabled and check the next received enquiry in the correct CRM group.
Choose when enquiries begin arriving
The submission window can preserve the existing window, start with new submissions, or include the last 7 or 30 days. Import history is an explicit action for a connection that is already enabled with selected forms.
Bringing in older submissions can trigger existing assignment, messaging and notification workflows. Review those follow-up actions before confirming a historical import so the customer receives the intended contact.
Finding forms does not itself import contacts. Newly discovered forms wait for your review. Existing contacts are matched by phone rather than moved into another group; missing names may be filled from submitted answers.
Read the delivery result
| Item | What it tells you |
|---|---|
| Imported | Submissions processed successfully. |
| Waiting | Submissions still waiting for processing. |
| Needs attention | Paused or failed processing that needs review. |
| Test leads | Test receipts, which do not create contacts. |
| Page delivery history | Individual receipts, their outcomes and the available history pages. |
Follow up on an item that needs attention
Use the Delivery status filter and Browse full history to find the receipt. Review the reason before selecting Retry selected. Only eligible paused or failed imports without an existing contact can be retried here.
A retry can run the configured lead workflows. If a previous change has an uncertain result, reload the saved delivery state before submitting a replacement.
Open Supervisor when you want help organizing the next business step, such as checking the receiving group and preparing a suitable follow-up template.