When you're running Meta Ads for your business and using lead forms to capture prospect information, you can leverage Chatavise's speed to lead automation to instantly reach out to those leads. This guide walks you through how to create a workflow that automatically sends communication the moment someone submits your Meta lead form — so you can respond faster than your competition.

What This Workflow Does

This workflow automatically triggers when someone submits a lead form attached to one of your Meta Ads. Once triggered, Chatavise can:

  • Send an instant text message or email to the lead
  • Send follow-up messages on a schedule you define
  • Assign the lead to a team member for manual follow-up

The goal is to get information to your leads as fast as possible — while you're busy running your business — so you don't lose opportunities to slower response times.

Prerequisites

Before you create this workflow, make sure you've connected your Meta (Facebook) account to Chatavise:

  1. Go to Reviews in the side menu.
  2. Click Manage Reviews.
  3. Locate the Facebook connection option.
  4. If not already connected, follow the prompts to connect your account.
  5. When prompted for permissions, allow access to your lead forms.

Note: You'll need a Facebook Business account to connect your Meta lead forms to Chatavise.

Step 1: Create a New Workflow

  1. Navigate to Workflows in the Chatavise side menu.
  2. Create a new workflow or open an existing one you'd like to modify.

Step 2: Set Up the Activation Trigger

The activation trigger tells the workflow when to start running.

  1. Click to add an Activation Trigger.
  2. Select Integration Event.
  3. Choose Facebook from the integration options.
  4. Select Lead Form Submitted as the event.

This trigger fires whenever someone submits any of your connected Meta lead forms.

Step 3: Add a Condition to Filter by Lead Form

If you have multiple lead forms and want different actions for each, use the conditions engine to filter which form triggered the workflow.

  1. Add a Condition block after your trigger.
  2. Search for Facebook and select Lead Form.
  3. Set the operator to Is or Is Not.
  4. Select the specific lead form from the dropdown — this will show all lead forms connected to your account.
  5. Click Save.

You can add multiple conditions if you want the same workflow to handle several lead forms. Just repeat the steps above and add additional form selections.

Step 4: Add Your Automated Actions

Now add the actions you want to happen when a lead submits the form.

Example: Send an Instant Text Message

  1. Add a Send Text Message action.
  2. Write your message — this could include a greeting, information about your services, or the lead magnet you promised.

Example: Send a Follow-Up Message

  1. Add a Wait action and set the delay — for example, two days.
  2. Add another Send Text Message action with your follow-up content.

Tip: Make sure your Meta lead form includes a phone number field if you plan to send text messages. You can also use email actions if you're only collecting email addresses.

Step 5: Activate the Workflow

Once you're happy with your workflow:

  1. Review all your triggers, conditions, and actions.
  2. Toggle the workflow status to On.

Your workflow is now live. The moment someone submits your Meta lead form, they'll be pushed into this workflow and receive your automated communication instantly.

Why Speed to Lead Matters

If you're spending money on Meta Ads to get leads in front of your business, you want to maximize that investment by responding as quickly as possible. Studies show that the faster you respond to a lead, the more likely you are to win their business.

With Chatavise workflows, you can:

  • Respond in seconds — not hours or days
  • Stay consistent with every lead
  • Free up your team to focus on service delivery

Need Help?

If you have questions about setting up your Meta lead form workflow:

  • Click your profile in the bottom of the side menu and select Get Help
  • Browse support articles for related topics
  • Contact the support team directly by clicking Contact Us

The Chatavise team is happy to help you get your speed to lead automation running smoothly.