Start Here — Loom Walkthrough

Watch this first for the real-time setup demo before using the interactive checklist below.

1. Form

2. GHL Map

3. Lead Access

4. Campaign

5. Test

6. Automations

7. QA & Launch

01Create the Facebook Instant Form▼

Log into Ads Manager and switch to the correct Business Suite. (e.g., ABMG) Go to All Tools → Instant Forms and click Create → New Form. Title the form the same name as your GHL form/survey. Select form type: More Volume. Add Intro Headline & copy (mirror landing page/GHL form). Add Questions + answer choices to match GHL; mark required fields. Save & publish the form.

Tip: Keep naming conventions identical between FB and GHL to avoid mapping confusion.

02Connect Facebook → GHL & Map Fields▼

In GHL: Settings → Integrations → Facebook, connect the client’s Business (e.g., ABMG). Open Facebook Form Field Mapping & select the new Instant Form. Map each FB field to the corresponding GHL custom field. Save the mapping configuration.

// Example: mapping notes (pseudo)
FB field → GHL field
first_name → {{contact.first_name}}
last_name  → {{contact.last_name}}
email      → {{contact.email}}
phone      → {{contact.phone}}
q_1        → custom.field.home_service_type
q_2        → custom.field.preferred_time

03Verify Lead Access (Meta Business Settings)▼

Go to Business Settings → Integrations → Lead Access. Confirm the correct Page has lead access granted to your Business. If missing, request lead access from the client.

Troubleshooting: inability to see forms in GHL usually traces back to missing Lead Access on the Page.

04Build the Campaign (Lead Gen)▼

Create a Lead Generation campaign in Ads Manager. At the Ad Level, select the Instant Form you created. Set up targeting, budget, placements. Save as draft for review if needed.

Facebook Instant Forms → GHL Integration

Start Here — Loom Walkthrough

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