Automation Flows - How to Act on Leads from the Meta Form

With SprintHub, you automate processes from Leads captured via Meta Form, creating different action scenarios. It is possible, for example, to automatically generate Opportunities, send messages via WhatsApp or Email, add tags, and define conditions to segment and work these contacts in various ways.

To activate and configure your Meta Form, follow the article below:

Meta Ads Forms

To create and run your flow, follow these steps:

1. Create the Automation Flow:

• Go to Automation Flows via “Find Services”. Or just type the name, and the function will appear.

• To create, click “+ New”.

1. Configure and Create:

• Enter a Name: Give a descriptive name to your flow.

• Enter a description: detail of what will happen in the flow.

• Configure a Segment: Choose one of your preference.

• Set access permissions: Only the users and departments added will be able to access this item. Leaving the users and departments empty will grant access to all system users.

• Category: Choose one of your preference. This is optional

• Allow leads to restart the flow?: It depends on your strategy.

If set to “YES”, they will go through the flow more than once.

• Click “Open Builder”, to create the flow with your actions and conditions.

  

1. Building the Flow:

1. Save the Automation Flow:

After making the necessary creations and changes. Save your Flow and publish.

• Published: By selecting "YES", the flow will start working immediately.

CONCLUSION:

Using this automation makes tag management more efficient, ensuring that your Leads are updated dynamically according to their behavior and segmentation. This optimizes your marketing and sales strategies, saving time and reducing manual errors.