We help transfer inquiries from agreed lead forms directly into your CRM without manual copying.
We lock in the scope, boundaries, and verifiable deliverables before starting.
Ads collect leads on Facebook, and a staff member copies them into the CRM for follow-up. As volume grows, it becomes hard to track what was transferred and who is responsible. First, we analyze the current workflow and where each lead needs to land.
The deliverable is defined by the agreed transfer of required fields from selected forms into a compatible CRM. We discuss post-receipt actions and verify delivery. Compatibility with your system and connection feasibility are confirmed before ordering.
We define the transfer rules together with the integration scope. Source: we select the forms and determine which inquiries should be transferred. Fields and recipient: we map form fields to CRM fields, specifying the assigned owner and mandatory data. Monitoring: we define indicators of successful delivery and how errors or duplicate inquiries are handled.
Lead transfer is not a full CRM implementation. Ad campaign setup, sales process redesign, and migrating historical data are scoped separately. Capabilities depend on the chosen CRM, exchange interface, and permitted access rights.
Execution stages and what is needed to get started.
We receive descriptions of your forms and system, verify connectivity options, and agree on the rules. We prepare the connection and run test transfers using sample data. We check required fields, error handling, and duplicates. After the agreed go-live, we hand over monitoring procedures and support terms.
Specify your CRM and the lead forms in use, which fields you want to receive, and where inquiries should be routed. We need an anonymized sample record and a description of what happens after it arrives. Access credentials are arranged securely, without sending secrets in the brief.
The Facebook leads to CRM service is available in our catalog. Before selection, we confirm system compatibility and scope, and show pricing from the current rate card. Additional post-lead actions are estimated separately. Related services: Facebook and Instagram Ads, Business Automation Audit, System and API Integrations.
Price pulled directly from Israsky billing, VAT included. Exact scope and details are finalized before ordering.
Proprietary Israsky products operating within this step of the workflow.
A system for managing inquiries and leads: tracks each request from initial contact to signed client and sends lead quality signals back to ad platforms. Includes a dedicated edition for law firms.
Discuss IntegrationSends server-side website and CRM events to Meta and Google ad platforms so you can measure which campaigns generate real inquiries.
Discuss IntegrationWe check compatibility before connecting. An accessible data exchange method and appropriate permissions are required.
No. Campaign management and ad budgets are separate. Here we focus on transferring incoming leads.
Importing historical leads requires a separate assessment of the source, volume, and data structure.
Before launch, we agree on delivery monitoring and error handling. The exact method depends on the systems and agreed scope.
We respond during business hours, Sunday through Thursday.
