Facebook lead form inbox your sales team works every morning

By General Input

Stop exporting CSVs from Meta. See every lead form and every lead in one queue, claim them, check for duplicates, and push only the good ones to HubSpot.

Integrations

  • Facebook Pages
  • HubSpot
  • Google Sheets

Type

App

Categories

  • Sales
  • Marketing

Build me an app my sales team opens every morning to work the leads coming off our Facebook Page lead forms. Right now those leads sit in Meta until somebody remembers to export a CSV, and Business Suite is slow to work in, so I want a proper working surface outside it.

The main screen is the lead queue. Use Facebook Pages List Pages to resolve the Page we manage and pull that Page's own access token, then List Page Leadgen Forms to list every lead form on the Page down one side. Selecting a form loads its leads with List Leads for Form, newest first, and opening a lead shows the full set of answers the person gave, using Get Lead to fetch the complete field data for a single lead. Show the raw question and answer pairs, not just name, email and phone, because our forms ask qualifying questions and the reps need to read them.

Each lead carries state the app stores itself, since none of this exists in Facebook: a status of New, Working, Qualified or Disqualified, and the rep who claimed it. Claiming is one click and stamps the current user's name on the lead. Persist status, owner, research output and CRM push history in the app's own storage, keyed by the Facebook lead id, and show the owner and status right on the row so the queue reads at a glance.

Before anything is pushed to the CRM, check HubSpot for a matching record with Search Contacts, looking up both the lead's email address and their phone number, and show the result on the card as already in CRM (with the matched contact and a link to it) or as new. On a qualified lead, one click creates the HubSpot contact with Create Contact, mapping the form answers onto contact properties and stamping the lead form name and the Page name as the source. Keep the push explicit and one lead at a time so nobody bulk dumps unqualified leads into the CRM, and mark the lead as pushed once it succeeds.

Add a Research and prep this lead button on the lead card that kicks off a background agent. The agent takes the company domain from the lead's email address, researches that company on the web, and writes two things back onto the lead card in the app: a short qualification brief covering what the company does, rough size, likely fit and any red flags, and a suggested first message the rep can adapt before sending. If the lead already has a HubSpot contact, or has just had one created, the agent also logs the same brief onto that contact with Create Note so the CRM record carries the context. Show the agent's progress on the card while it runs and render the brief and the suggested message inline on the card when it lands.

Add a per form panel showing lead volume over time and how many of that form's leads reached Qualified, so we can see which form is actually producing rather than which one just collects the most junk. Add a my leads filter that narrows the queue to leads the current rep has claimed, alongside filters by status and by form. Whatever view is on screen exports to Google Sheets with Append Values, one row per lead carrying the answers, status, owner, CRM state and the research brief, so we can pull it up in the Monday pipeline meeting.

Bake in the retention limit: Facebook only serves lead ads leads through the API for about 90 days after they are submitted. Show each lead's age and how many days remain, badge the ones getting close to the cutoff, and warn clearly on any lead within a couple of weeks of aging out so we either work it or export it before it disappears from the API for good.

One note on the Facebook side: the leadgen form and lead endpoints need the Page access token that comes back per Page from List Pages, not the user token, so resolve the Page and its token first and use that token for every forms and leads read.

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