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4 min readAdvancedAdmin

Leads from Facebook & Instagram (Lead Ads and DMs)

Lead-ad forms and Instagram direct messages become leads automatically.
Open in CloseUp

Steps

  1. 01

    Lead Ads forms

    1. The CloseUp team connects the ad account and assigns your Facebook Page.
    2. In Lead sources → Facebook & Instagram lead ads, click Refresh pages. Each page should show "Subscribed" (else Re-subscribe).
    3. Test with Meta's Lead Ads Testing Tool.

    You should see: Each page shows received · processed · failed.
  2. 02

    Instagram direct messages

    A professional Instagram account linked to the assigned Page. The first DM creates a lead; follow-ups within 24 hours join its timeline.
    On Instagram, turn on Allow access to messages.

    Note: You can't reply to Instagram DMs from CloseUp — reply in Instagram.