> For the complete documentation index, see [llms.txt](https://docs.sprinthub.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinthub.com/en/topics/relate/automation-flows/common-questions/automation-flows-how-to-work-with-leads-from-the-meta-form.md).

# Automation Flows - How to Work with Leads from the Meta Form

#### With SprintHub, you automate processes from Leads captured via the Meta Form, creating different operational scenarios. For example, you can automatically generate Opportunities, send messages via WhatsApp or Email, add tags, and define conditions to segment and work with these contacts in various ways.

To activate and configure your Meta Form, follow the article below:&#x20;

{% content-ref url="/pages/25be0f649ab5d8680ba1b18743751e0af7b43527" %}
[Meta Ads Forms](/en/topics/system-settings/external-forms/meta-ads-forms.md)
{% endcontent-ref %}

To create and run your flow, follow these steps:&#x20;

1. **Create the Automation Flow:**

* Go to Automation Flows via “Find Services”. Or just type the name, and the feature appears.
* To create, click “+ New”.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe2SzEUs-yP74NJjDss_YD1UZ1aXi4GE13cGV52nBTItPyqcg2DCPKCp3t0MEkkgWJ96uz3GbK1bv2VCSXWMdX-jVrl0vW1eBVPqhijovWaZ1f9zJdUTvTZNzq7X6y8aMKcF8hhdg?key=PeEjwITyJOrNIF_Z0Kl34Q" alt=""><figcaption></figcaption></figure>

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc0TK0YRtyYWLz7bY1Hrm9piF6llkr7erKkD4srJXE2tzrLpd240aNaZMy8q6sT87Od5ZDkJF-nuJrAhg0FXXRatiql_AFYruLzr0Ci5QW_aQiEFAfFLown5oZB_o4LdDHlTu-I?key=PeEjwITyJOrNIF_Z0Kl34Q" alt=""><figcaption></figcaption></figure>

2. **Configure and Create:**

* **Enter a Name:** Give your flow a descriptive name.
* **Enter a description:** detail of what will happen in the flow.
* C**Configure a Segment:** Choose one you prefer.
* **Configure access permissions:** Only the entered users and departments will be able to access this item. Leaving users and departments blank will grant access to all system users.&#x20;
* **Category:** Choose one you prefer. This is optional
* **Allow leads to restart the flow?:** It depends on your strategy.

If left as “YES”, it will go through the flow more than once.

* **Click “Open Builder”**, to create the flow with your actions and conditions.\ <br>

  <figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXfPOwfwOoSr48vOrh6Joqq_o4_6W-FBBS546lulkxD8SMVIbCXYTnVSGIVkm5GozYTA5pUExnhTqR3Mlkj-Dp5cBzxpt0LkriGCxnjpekLLIFjoAv4VRgp-HDInuUaKIUMAWL0LLw?key=PeEjwITyJOrNIF_Z0Kl34Q" alt=""><figcaption></figcaption></figure>

3. **Building the Flow:**

{% embed url="<https://youtu.be/XDlKyBy350Y>" %}

4. **Saving the Automation Flow:**

After creating and making the necessary changes, save your Flow and publish it.

* **Published:** When selecting "YES", the flow will start working immediately.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXe9s36mWCA-Db28DTFnM65pkE-rYukQCgTpYCxvuhaL4jSzegOhy-zthwVSpTW-8gJk8ZYIJR09awNv-fFbeUUZGZFVR3v0tk_heS53jverB9zvJJp3IGqpTxwfJ3nQ051N6P0E?key=PeEjwITyJOrNIF_Z0Kl34Q" alt=""><figcaption></figcaption></figure>

**CONCLUSION:**&#x20;

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.


---

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