ABSS CRM · Settings

Lead Ads Forms

Lead Ads forms lists the lead ad forms on the Facebook Pages you selected in Meta Lead Ads. Here you link each form to ABSS CRM by mapping its fields to lead fields, so that every answer lands in the right place on the lead. You can also bring in submissions yourself with Sync.

Who it's for: Owners, admins and marketers who run lead ads on Facebook
Where to find it: SettingsLead Ads forms
What you need: Facebook connected and at least one Page selected in Settings → Meta Lead Ads

Lead Ads Forms walkthrough

Coming soon

What you can do here

See the lead ad forms on every Facebook Page you selected, grouped by Page.
See at a glance which forms are Mapped and which are Not mapped.
Link a form by mapping its fields to lead fields.
Change a saved mapping at any time.
Add a custom lead field while you map, if you are an admin.
Bring in up to 200 submissions of a form yourself with Sync.

Before you start

The forms appear only once the connection and the Pages are in place.

How to open the screen: Choose the Settings gear icon in the top bar, then Lead Ads forms under Integrations, either on the All settings page or in the menu on the left. View forms and Continue to forms on the Meta Lead Ads screen open it too.
Facebook connected: Connect Facebook in Meta Lead Ads first. Until then this screen shows Configuration pending with a Go to connection button.
At least one Page selected: Only the Pages you selected in Meta Lead Ads appear here. With none selected, the screen shows No Facebook Page selected with a Go to Meta Lead Ads button.
Meta Lead Ads in your plan: If your plan does not include it, the screen shows Meta Lead Ads is not available on your plan instead of your forms.
An active lead source named Meta Ads: Leads from your forms are given this source, and Sync does not run without it. See Lead Source.
Forms are made on Meta: You create and change lead ad forms on Meta. This screen lists the forms that exist and decides how their answers become leads.

Find your forms

The screen is titled Lead Ads forms. It shows one section for each Page you selected, with a tile for every lead ad form on that Page.

Page heading: Each selected Page has its own section, with the Page name and Page ID. It also says Auto Sync Active when Auto Sync is on for that Page.
Refresh: Reloads the forms of that Page from Facebook. Use it after you add a form on Meta.
Form name and ID: The name you gave the form on Meta, and its ID.
Mapped or Not mapped: A green Mapped tag once the form has a saved mapping. A red Not mapped tag, on a tile tinted red, until then.
Form details: The line under the ID gives the status of the form on Meta, such as ACTIVE or ARCHIVED, the number of fields on the form, the number of leads Meta has recorded for it, and the version of your saved mapping, such as v2.
Link this form: On a form that is not mapped. It opens the mapping screen.
Edit mapping and Sync: On a mapped form. Edit mapping reopens the mapping screen. Sync brings in submissions of that form.

Note: If a Page has no lead ad forms, its section says No Lead Ads forms found on this Page. If the forms cannot be loaded, the section shows the reason and a Retry button. The back arrow at the top of Settings returns to Meta Lead Ads.

Link a form

Linking a form means telling ABSS CRM which lead field each answer goes to. Until you save a mapping, the form creates no leads.

Choose Link this form
The mapping screen opens. Its title is the name of the form, with a Not mapped tag. The line under it gives the status and language of the form on Meta, its number of fields and its Page.
Check the suggestions
ABSS CRM lists every question on the form and suggests a CRM field for common ones, such as name, email, phone number, company, city and address. Rows with no CRM field are highlighted, and the line above the rows counts how many Meta fields are mapped.
Pick a CRM field for each row
Choose the lead field the answer should go to, or leave the row on Ignore / do not map. Make sure Full name, Phone and Inquiry Date are each mapped.
Set a Transform where it helps
For example normalizePhone on the phone number and lowercase on the email address.
Choose Save mapping
ABSS CRM confirms that the mapping is saved and returns you to Lead Ads forms, where the form now shows Mapped.

The mapping screen

Meta form field: One row for each question on the form, with its label, its field name on Meta and its type.
CRM field: The lead field the answer goes to. Fields marked with * must be mapped. Leave a row on Ignore / do not map to leave that answer out.
Transform: An optional clean-up applied to the answer before it is saved. You can set it once the row has a CRM field.

CRM fields you can map to

CRM field	Must be mapped	What to know
Full name *	Yes	More than one row can be mapped here. The answers are joined with a space, in the order of the rows, so a first name and a last name become one full name.
Phone *	Yes	The phone number of the lead.
Inquiry Date *	Yes	If the answer is empty or is not a date, the lead gets the date it arrives.
Email	No	The email address of the lead.
Company name	No	Also used with the phone number to spot a lead you already have.
City	No	The city of the lead.
Address	No	The address of the lead.
Potential Value	No	Only the number is kept. Currency symbols, commas and words are removed.
Follow Up Date	No	If it is not mapped, or the answer is not a date, the lead gets the date it arrives.
Discussion Comments	No	Free text, such as a message or a comment.
Your custom lead fields	No	Each active custom field for leads is listed with (custom) after its name.

Warning: ABSS CRM does not save a mapping until a Meta field is mapped to each of Full name, Phone and Inquiry Date. It also stops you from using the same CRM field on two rows, except Full name.

Transforms

Transform	What it does
none	Uses the answer as it was given.
trim	Removes spaces before and after the answer.
lowercase	Changes the answer to lower case. Useful for email addresses.
uppercase	Changes the answer to upper case.
normalizePhone	Keeps only the digits and a plus sign, and removes spaces, brackets and hyphens.

Add a custom field while mapping

When the form asks something that no lead field covers, add a custom field for it without leaving the mapping screen.

Choose Add Custom Field
The button is at the top of the mapping screen, beside the save button. A window opens for the new lead custom field.
Fill in the field and choose Save
The new field appears in every CRM field list on the screen, with (custom) after its name.
Map a row to it and save the mapping
The answer is then saved in that custom field on each lead.

Note: Only admins can add a custom field here. For other roles the button is greyed out, with the message Please contact admin to manage custom fields.

Change a mapping

Change the mapping when you edit the form on Meta, or when answers are landing in the wrong field.

Choose Edit mapping on the form
The mapping screen opens with a Mapped tag and your saved choices. The line above the rows shows the saved version, such as saved v1.
Change the rows
Pick a different CRM field or Transform, or set a row to Ignore / do not map.
Choose Save & return
ABSS CRM saves a new version and returns you to Lead Ads forms. The version number on the form goes up by one.

The new mapping is used for submissions that arrive from then on. Leads that were already created keep the values they have.

Bring in submissions with Sync

Sync fetches the submissions of one mapped form and creates the leads that are missing. Use it for submissions made before the form was mapped, or while Auto Sync was off.

Choose Sync on a mapped form
A window titled Sync Meta Leads opens with the form already filled in.
Pick a date range if you want one
Date range (optional) limits the run to submissions made in that period. With no dates, ABSS CRM looks at all available submissions, up to 200.
Choose Run manual sync
Cancel closes the window without bringing anything in.
Read the result
The window reports Manual sync completed, or Manual sync finished with some failures, with three counts. View leads opens the Leads list and Close returns to your forms.

Count	What it means
Synced	New leads created by this run.
Skipped	Submissions that had already been brought in earlier.
Failed	Submissions that could not become leads, for example because the name or phone is missing or your plan has no room for more leads.

Note: One run handles up to 200 submissions. If the form has more, run Sync again with a narrower date range. If your plan reaches its lead limit during a run, the run stops there.

Tip: Lead Sync at the top of the Leads list opens the same window. There you choose the form yourself, from the forms of the Page currently marked Selected in Meta Lead Ads.

See how a submission becomes a lead

Each submission of a mapped form becomes one lead.

The lead appears on the Leads list with the source Meta Ads and the first status in your Lead Status list, which is New. It is assigned to the user who first selected the Page in Meta Lead Ads. The answers fill the lead fields you mapped.

If a lead you expected is missing, check these:

Check	What to look for
Connection	The status in Meta Lead Ads must be Connected. Reconnect if it is not.
Auto Sync	Leads arrive on their own only while Auto Sync is on for the Page. With it off, use Sync.
Mapping	The form must show Mapped. Submissions made before you mapped it are not turned into leads until you run Sync.
Name and phone	A submission with no value for Full name or Phone is not turned into a lead.
Lead source	An active lead source named Meta Ads must exist.
Duplicates	A submission is left out when it was already brought in, or when a lead with the same company name and phone number already exists.
Plan limit	Leads from Meta count towards the lead limit of your plan. Once the limit is reached, no more are created.

Rules to know

The rules behind this screen, in one place.

Topic	Rule
Forms listed	Only forms on the Pages you selected in Meta Lead Ads. Forms are created and changed on Meta.
Mapping comes first	A form creates leads only after its mapping is saved. This is true for Auto Sync and for Sync.
Fields you must map	Full name, Phone and Inquiry Date. The mapping cannot be saved without all three.
One Meta field for each CRM field	A CRM field can be used on one row only. Full name is the exception: several rows can feed it.
Mapping versions	Every save creates a new version, shown as v1, v2 and so on. The latest version is used for submissions that arrive after it. Leads already created are not changed.
Custom fields	Active custom fields for leads can be mapped. Only admins can add one from the mapping screen.
Auto Sync	Turned on and off for a whole Page in Meta Lead Ads, not for a single form. It covers every mapped form on the Page.
Sync	Brings in up to 200 submissions of one mapped form in each run. It works whether Auto Sync is on or off, and it skips submissions already brought in.
The lead that is created	Source Meta Ads, the first status in your Lead Status list, and assigned to the user who first selected the Page in Meta Lead Ads.
Duplicates	The same submission never becomes a lead twice. A submission whose company name and phone number match an existing lead is left out.