When you are using the Facebook Ads you're going to want to set up an automation to inform you and your dispatchers that a lead has come through!

Follow these steps:

1) Make sure your Facebook Ad form is mapped correctly. You can verify this through your 'Settings' -> 'Integrations' -> 'Facebook form fields mapping'. Select the form of the ad you're working with and "Map fields"

2) Go the 'Social Media Automations' folder.
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3) Pick the automation that best fits your ads. (We have furnace tune-up, ac tune-up, and hvac estimate already built out.)

4) Link the Facebook Ad you're currently working with to that automation. In the automation you're going to update the trigger "Facebook lead form submitted" -> "+ add filter" -> "in form" -> select the form for the ad you're currently running.

5) Then edit the automation to fit the flow you would like your customers to follow!

As always, if you're making major changes to the workflow it's suggested you clone it first, so you always have a completed version to refer back to.

**Disclaimer**: If you don't have a Platinum subscription, you will have to create your own automations. The most important thing will be creating the "Facebook lead form submitted" trigger to bring the lead into your account. Then you'll have to build out the rest of the automation to fit your needs choosing the various steps you want your customers to go through. (Ex: assign to dispatcher, internal notification, adding opportunities to pipelines, messages sent to customers, tasks added for dispatchers, ect.)