Early access

Turn a new enquiry into a clear next step

Bring your Facebook and Instagram Lead Ads enquiries into ChatGPT with LeadSavvy Pro. Review your leads, work out who to call first and update your pipeline—all in one conversation.

Just ask for what you need—by typing or talking. Catch up on your leads, work out who to call first, get a quick recap or draft a personalised follow-up. You can also update notes and deal stages without switching back to the CRM.

Want to try it? Get in touch for early access. We’ll help you connect LeadSavvy Pro to ChatGPT and get started with your own leads.

Contact us for early access

Tell us how you use LeadSavvy Pro and what you would like to do in ChatGPT.

See the early-access experience

Ask about your deals. Open the contact. Prepare your next move.

Ask “Show my deals in progress” and open a contact right inside ChatGPT. Your lead details, notes and follow-up options are all there when you need them.

1. Find the right leads

“Show my deals in progress”

See the matching contacts, then choose the person you want to follow up with.

Anonymised LeadSavvy Pro preview in ChatGPT showing fictional contacts filtered to deals in progress.
2. Work with the contact

Keep the next action close

Review contact details, notes and deal stage, with call, SMS and email options in view.

Anonymised LeadSavvy Pro contact preview showing Alex Morgan, notes, deal stage and an illustrative unsent follow-up prompt in ChatGPT.

LeadSavvy Pro inside ChatGPT on iPhone. Tap a screenshot for a closer look. Demo contact details are used for privacy.

Practical examples

What can you ask ChatGPT to do?

Catch up on enquiries, decide who to call first and keep your pipeline tidy. Type your questions or talk them through with ChatGPT voice.

Talk through your leads

“Let’s review my latest leads. Give me a quick rundown of each enquiry, then we’ll go through the ones that need attention.”

Use ChatGPT voice to catch up without working through a contact list on screen. Ask a follow-up question, dig into someone’s notes or move on to the next lead as you talk.

Why it helps: reviewing leads becomes a conversation you can fit into your day.

Work out who to call first

“Which of these leads look ready to take the next step? Look at their enquiry and notes, and tell me why you’d prioritise them.”

A request to book, a clear timeframe or a specific question about getting started can signal a promising lead. Ask ChatGPT to point out those clues and explain its shortlist, then use your judgement to decide who gets the first call.

Why it helps: you spend your follow-up time on the enquiries showing the clearest interest.

Find out what people keep asking

“What common themes can you see in the leads we’ve reviewed? Are people asking the same questions or getting stuck on the same thing?”

Look for recurring questions about price, availability, service area or how your service works. Ask for examples from the enquiries so you can turn those patterns into better replies, clearer website copy or a more useful lead form.

Why it helps: your enquiries give you practical ideas for improving your sales conversations.

Clear out deals that aren’t going anywhere

“Which of these deals have notes saying they’re no longer interested or aren’t a fit? Show me those deals and my pipeline stages before we change anything.”

Review the shortlist together, then ask ChatGPT to move the deals you choose to the appropriate stage in your pipeline. Keep people who are just researching separate from those who have clearly said no—a short enquiry or an unanswered call alone doesn’t tell you they’re a tyre kicker.

Why it helps: your active pipeline reflects the opportunities you actually want to work on.

Prepare a Facebook lead follow-up with ChatGPT

“Open Alex's enquiry and notes. Draft a short reply that answers their question and asks about their preferred appointment time.”

Give ChatGPT the enquiry and your notes so it can help write a response that fits the person. Read it over, make any changes and send it through your usual email or messaging app.

Why it helps: less time staring at a blank message, with a better starting point than a generic template.

Keep your team in the loop after the call

“Add a note: Alex wants an appointment next Tuesday; I will call back to confirm. Show me the note before saving.”

Capture what happened while it’s fresh. Add contact notes, mark leads as read or unread, and move an existing deal to the right stage—all from the conversation.

Why it helps: the next person who opens the lead can see what happened and what needs to happen next.

Review Facebook leads with ChatGPT voice

You don’t have to prepare a long prompt. Start with “Talk me through my leads” and let the conversation develop. Ask which enquiries look promising, what people have in common and which deals need a different status.

  1. Catch up: “List my leads and give me a quick summary.”
  2. Look closer: “Which ones look most interested, and what did they say?”
  3. Spot patterns: “What questions keep coming up?”
  4. Tidy the pipeline: “Open those two deals we discussed. What stages can I move them to?”
  5. Make the change: choose the deals and stage, ask ChatGPT to update them, then check its confirmation.

That’s the useful part of voice: you can ask the next question as it occurs to you, instead of jumping between screens. If you pause to discuss one contact, ask for a recap before moving on.

For a step-by-step example, read how to review Facebook leads with ChatGPT and decide who to call next.

Can ChatGPT provide insights from your leads?

Yes. Once you’ve brought some leads into the conversation, ask ChatGPT to spot common questions, compare what people need or suggest better follow-up wording. If several people ask the same thing, you could turn that into a helpful reply your team can reuse.

“Using only the 10 enquiries we just reviewed, group the questions by theme. Show which contacts support each theme, flag missing information and suggest three questions our lead form could ask more clearly.”

You might notice that people keep asking about availability, your service area or what happens after they enquire. Use those patterns to improve your lead form, website or first response. If you manage leads for clients, choose the client’s workspace and review their enquiries together.

Ask ChatGPT to show which leads its suggestions come from. Reviewing 10 enquiries can reveal useful patterns, but measuring conversion rates or campaign performance needs the full picture, including your deal outcomes and advertising data.

Does it remember everything it learns?

ChatGPT can use the lead information available in the current conversation when answering follow-up questions. For instance, after reviewing an enquiry you can ask, “Make that draft shorter and include their preferred appointment time.”

In a new chat, ask ChatGPT to open the contact again so you’re working with their latest details. ChatGPT’s memory settings can vary, so keep important customer notes in LeadSavvy Pro where your team can find them.

You control what you share. Your ChatGPT account’s data settings govern how information is handled there; review them when connecting your CRM.

MCP, plugin or app: what do those words mean?

Plugin or app: a way to connect another service to ChatGPT. For LeadSavvy Pro, that means opening your leads, reviewing deals and updating your CRM from a chat.

This ChatGPT CRM integration works with the contacts and deals in LeadSavvy Pro, so the enquiry details and notes you use for follow-up are available in the conversation.

MCP: short for Model Context Protocol. It is the standard connection that lets ChatGPT request information and use tools supplied by LeadSavvy Pro. Think of it as the bridge behind the plugin.

You don’t need to write code or learn a new technical skill. Connect your account, then ask ChatGPT for what you need. We’ll help you get set up during early access.

OpenAI's explanation of plugins and MCP describes how these pieces fit together.

From instant notification to informed follow-up

LeadSavvy Pro captures enquiries from your connected Facebook and Instagram Instant Forms. The iPhone app brings new-lead push notifications and tap-to-call convenience, so you can respond while interest is fresh.

ChatGPT helps you review the enquiry, prepare for the conversation and keep your notes and deals up to date. You can keep using Google Sheets for your shared tracker and LeadSavvy Pro for your contacts and pipeline.

Example: receive an iPhone notification, open the lead and call. Later, ask ChatGPT to retrieve the contact, help organise your call notes and prepare a follow-up draft. Review it, save the agreed notes and send your message through your usual channel.

See the complete LeadSavvy Pro workflow.

How to connect Facebook leads to ChatGPT

Your Facebook and Instagram Instant Form enquiries arrive in LeadSavvy Pro first. Connect your LeadSavvy Pro account to ChatGPT, then ask to see your leads or deals. Get in touch for early access and we’ll help you set it up.

  1. Get in touch: tell us you’d like ChatGPT early access and how you use LeadSavvy Pro.
  2. Get set up: we’ll walk you through connecting your LeadSavvy Pro account to ChatGPT.
  3. Try it with your leads: ask to see your deals in progress, open a contact or get help with a follow-up.

How do I choose which leads to work with?

Choose the LeadSavvy Pro workspace you want to use. ChatGPT can access the records your connected account has permission to see. When you ask it to save notes or move a deal, check the contact and the change before going ahead.

Is early access included in my plan?

Ask us about early access for your account. We’ll explain the plan details and any costs before you get started. You can also compare LeadSavvy Pro plans.

Do I need to replace my current workflow?

No. Keep using the web CRM, Google Sheets and iPhone app as you do today. ChatGPT gives you another convenient way to find leads, prepare follow-ups and update your CRM.

Still choosing how to manage your enquiries? Our best CRM for Facebook leads guide compares the options and shows where LeadSavvy Pro fits.

Try LeadSavvy Pro in ChatGPT

Want a quicker way to catch up on leads and prepare your next conversation? Get in touch and we’ll help you get started.

Contact for ChatGPT early access