A focused Meta lead workflow

From an Instant Form to the next sales action

LeadSavvy Pro is a web app and CRM for businesses and agencies that collect enquiries through Facebook and Instagram Instant Forms. It brings new leads into a contact record, can send them to Google Sheets, and helps a team respond and track deals. The iPhone app adds new-lead push notifications and mobile follow-up.

You run your own Meta ads and forms. LeadSavvy Pro manages the enquiries they produce; it does not supply a list of free leads or create your ad campaigns.

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LeadSavvy Pro web workspace showing a Facebook lead contact
What it does

Capture, notify and follow up in one workflow

Choose a simple spreadsheet hand-off or manage the full lead-to-deal process in LeadSavvy Pro.

Bring in Meta leads

Connect a Facebook Page and its Instant Forms. New submissions appear as contacts without repeated CSV downloads; you can also send them to Google Sheets.

Know when to respond

Configure new-lead email notifications. Eligible iPhone app users can receive push alerts and open the contact away from a desk.

Keep track of outcomes

Review form answers, contact the prospect, and move opportunities through a visual pipeline. Available routing, pipeline and Meta Conversions API features depend on the plan.

How it works

  1. Create an account and select the plan that fits your lead volume and team. The trial lets you get started without a credit card.
  2. Connect your Meta Page and Instant Form in LeadSavvy Pro. Select the form that is collecting the enquiries you want to manage.
  3. Choose the destinations and alerts. Keep a LeadSavvy Pro contact record, add Google Sheets export if useful, and configure email or eligible iPhone push notifications.
  4. Submit a test lead. Confirm that the contact, form answers, optional Sheet row and selected notification arrive before relying on the workflow for live ads.
  5. Follow up and record the outcome. Call, text or email the prospect, then update the contact or deal so the next action is visible.

For a detailed setup and troubleshooting walkthrough, read the Facebook Lead Ads integration guide.

Who it fits

Small businesses that run their own Meta lead ads and want enquiries in a Sheet, inbox or simple CRM.

Sales teams that need contact records, alerts and a pipeline for the next follow-up.

Agencies that manage Meta leads across client organizations, using the capabilities of the agency plan.

Plans and mobile access

Starter covers core lead sync, Google Sheets export, contacts and a basic pipeline. Grow adds more lead sources and deeper pipeline, routing and Meta Conversions API capabilities. Scale is built for agencies managing multiple client organizations. Plan limits and current prices are maintained on the pricing page.

The LeadSavvy Pro iPhone app has a seven-day trial on Starter and ongoing access on Grow and Scale. It can show new-lead push notifications, contact details, form answers and deals. There is currently no dedicated Android app; the web app can be used in a mobile browser.

Useful boundaries

LeadSavvy Pro works after someone submits your Meta Instant Form. It is not a marketplace for free buyer or seller leads, and a notification does not by itself contact the prospect. Someone on your team still needs to respond and record what happened.

If you only need a spreadsheet, you can start with Google Sheets export. The CRM and iPhone app become useful when you want an owner, contact history and a clear next action alongside the Sheet. See the full feature overview for examples.

Get started with one form

Connect the Meta form you already use, send a test lead, and decide whether your team needs a Google Sheet, email alerts, mobile follow-up or a pipeline. You can expand the workflow as the need becomes clear.

Start a 7-day free trial

Review plans and current pricing