Facebook Lead Forms

Overview

Facebook Lead Forms integration allows you to automatically capture leads from your Facebook Lead Ads directly into brayv.ai. When someone submits a Facebook Lead Ad, they're instantly added as a contact (or their existing record is updated) and can be enrolled in a journey for immediate follow-up.

This integration is essential for businesses running Facebook Lead Ad campaigns who want instant, automated follow-up with their leads.

Prerequisites

Before setting up Facebook Lead Forms:

1. Facebook Business Account - You need a Facebook Business account
2. Facebook Page - Leads come through a Facebook Page you manage
3. A Facebook lead form - At least one lead form on your connected Page (you can map it before any ads are live)
4. brayv.ai Meta connection - Connect Meta (Facebook) Ads & Lead Forms under Settings > Integrations. Connecting only Facebook & Instagram Social isn't enough for lead forms.

Note: If Meta isn't connected yet, the Facebook Lead Form page shows an error with a Connect Facebook button that takes you to Settings > Integrations.

Connecting Facebook Lead Forms

Step 1: Authenticate with Facebook

First Time Setup:

1. Go to Settings > Integrations
2. On Meta (Facebook) Ads & Lead Forms, click "Continue with Facebook"
3. Log in to Facebook and grant access to your Page and ad account
4. brayv.ai connects the first Page you can advertise with and subscribes it to new leads. If you manage several Pages, leads come in only from that one.
5. After connecting, pick your ad account on the Meta (Facebook) Ads & Lead Forms card
6. It may seem counter-intuitive, but Facebook Lead forms are associated with Pages, not Ad Accounts

Permissions Required:

• Access to your Pages
• Access to Lead Ads
• Read lead form data
• Connect with an Account that has admin rights to all needed permissions (your page, your ad account, etc)

Step 2: Select a Lead Form

In the "Add New Source" section of the Lead Sources page, click "Facebook Lead Form"

After authentication, you'll see a list of available lead forms from your Facebook Page:

For Each Form:

• Form name (from Facebook)
• Facebook status (for example Active)
• Number of questions and when it was created
• Whether it's already mapped in brayv.ai

Select a Form:

1. Find the form you want to connect
2. Click "Map Form"

Note: You can only map each Facebook form once. If a form is already mapped, it shows as Active or Mapped with Configure or View Details instead.

Forms built while creating an ad: A lead form made by Siren (or with Create New Lead Form in the ad builder) still needs to be connected here before its leads reach brayv.ai. Right after you launch the ad, the One more thing prompt's Set it up button does this for you. Until a form is connected, its leads stay in Facebook and aren't imported.

Forwarding leads from your own system instead: brayv.ai skips leads from forms you haven't connected on purpose. If your team collects instant-form leads in its own CRM or tool and forwards them to brayv.ai through the Lead Submission API, leave the form unconnected here so each lead arrives only once, and include the Facebook lead, campaign, and ad IDs so ad reporting still works.

Step 3: Map Fields

You'll be taken to the field mapping page where you can map Facebook form fields to brayv.ai contact fields.

Field Mapping

Understanding Facebook Field Mapping

Facebook Field - The question from your Facebook lead form

CRM Field - The brayv.ai contact field it maps to

Auto-Mapping: brayv.ai automatically attempts to map common fields:

• full_name → full_name
• first_name → first_name
• last_name → last_name
• email → email
• phone_number → phone
• zip_code → zip_code
• city → city
• state → state

Configuring Field Mappings

Step 1: Review Auto-Mapped Fields

Check that automatically mapped fields are correct.

Step 2: Map Remaining Fields

For each Facebook form field:

1. Select the corresponding brayv.ai contact field from dropdown
2. Choose from:
   • Standard contact fields
   • Your custom fields
3. Or leave unmapped if you don't need that data

Step 3: Save Mappings

Click "Save Mappings" to activate the integration. From then on, new leads from this form are imported as contacts. To also start them in a journey, turn on journey enrollment (below).

Available Target Fields

Standard Fields:

• first_name, last_name, full_name
• email, phone
• business_name, website
• street_address, city, state, zip_code, country
• And all other standard contact fields

Custom Fields: Any custom fields you've created in Settings > Custom Fields

Journey Enrollment Rules

Control which leads get added to which journeys based on their Facebook form responses.

Basic Enrollment:

Add All to Journey:

1. Go to the Journey Rules tab
2. Turn on Add to Customer Journey
3. Select a default journey
4. All Facebook leads from this form go to that journey

Journey rules only run when Add to Customer Journey is on. With it off, leads are still imported as contacts but don't start a journey.

Conditional Enrollment (Rules):

Route leads to different journeys based on their form responses.

Example Use Case: If your Facebook form asks "What service are you interested in?", route HVAC leads to HVAC Journey and Plumbing leads to Plumbing Journey.

To Set Up Rules:

1. Click "Add Rule"
2. Select which contact field to evaluate (usually the field you mapped the form answer into)
3. Choose a condition
4. Enter value to match
5. Select journey to enroll in
6. Set rule order

Rule Configuration:

• Field - Which brayv.ai contact field (or custom field) to check
• Condition - Equals, Contains, Equals Any Of, Contains Any Of, Is Empty, Is Not Empty
• Value - Value to match

You can also add time-based rules that route leads by the time window and days of the week they arrive.

• Journey - Journey to enroll contact in
• Order - First matching rule wins

Multiple Rules:

• First matching rule is applied
• Ensure you have a default journey selected (leads that dont match a rule will go here)
• Drag to reorder rules

Contact Updates

On the Contact Updates tab, configure default values for contact fields from Facebook leads.

Friendly Source

• Human-readable description of lead source
• Used by AI in conversations
• Example: "our Facebook ad about HVAC services", "our Facebook ad"
• Highly Recommended - Helps AI personalize conversations

Hook Mode

Don't set hook - Leave hook blank (only if you dont plan to add to journey)

Static text - Same hook for all leads from this form

• Example: "HVAC services", "pool installation quote"
• Use when form is specific to one service/product

From contact field - Pull the hook from a contact field

• Select the brayv.ai field you mapped the form's interest question into
• Recommended if form asks about service interest
• Example: If form has "Service Interested In", pick the brayv.ai field you mapped that to

Notification Settings

Get notified when Facebook leads come in.

Enable Notifications

• Toggle to turn on
• Select team members to notify
• Choose channels (Email, In-App)

Useful For:

• Instant awareness of new Facebook leads
• Quick response to hot leads

Facebook Lead Form History

View all leads received from Facebook.

Access: Lead source details page > History tab

What You See:

• Each submission with its time and whether a contact was created or it failed
• Expand a row to see any error message, the mapped values, the raw data Facebook sent, and a link to the contact when one was created

Use For:

• Monitoring lead volume
• Verifying leads are flowing correctly
• Debugging field mapping issues
• Tracking campaign performance

How Facebook Lead Forms Work

Integration Flow

1. User submits Facebook Lead Ad form
2. Facebook notifies brayv.ai, and brayv.ai fetches the lead (only for forms you've mapped)
3. Field mappings are applied
4. Contact matching by phone number
5. Contact created or updated
6. Friendly source and hook applied
7. If Add to Customer Journey is on: journey rules are evaluated, then the default journey
8. Contact added to journey (if applicable)
9. Notifications sent (if enabled)
10. AI agent begins engagement (if in journey)

If brayv.ai can't fetch a lead because the Facebook connection has expired, it's saved as failed and retried automatically after you reconnect Facebook.

Contact Matching

If phone number matches existing contact:

• Contact is updated with Facebook lead data
• Email becomes additional email (if different)
• Fields are updated with new values
• No duplicate created

If phone number doesn't match:

• New contact is created
• All mapped fields are saved
• UTM parameters and Facebook metadata saved

Note: Matching is by phone number only. Emails are not used for matching.

Testing with your own team members: if a submission matches a contact linked to one of your team members, their first name, last name, full name, email, and phone are left alone — everything else on the submission still saves. That's what lets your team run real end-to-end tests with throwaway details. See Internal Staff Contacts.

Lead Response Time

Real-Time Processing:

• Leads are processed within seconds of Facebook submission
• If enrolled in journey, AI agent can respond within 60 seconds
• Gives you a significant advantage over competitors

Why Speed Matters:

• Facebook leads expect immediate contact
• First responder usually wins the business
• Automated AI follow-up ensures instant engagement

Best Practices

Always Configure Journey Enrollment

Facebook leads go cold quickly:

• Set up journey enrollment
• Enable AI agent follow-up
• Respond within minutes, not hours

Use Descriptive Friendly Source

Help AI agents reference the source:

• "Facebook ad about kitchen remodeling"
• "Facebook lead form - HVAC services"
• "Facebook pool installation ad"

Why: AI can say "I see you reached out through our Facebook ad about {hook}"

Map Hook from Form Field

If your Facebook form asks what they're interested in:

• Map that field in brayv.ai
• Set hook mode to "From contact field"
• AI gets exact context for personalization

Use Conditional Journey Rules

If one form captures different lead types:

• Set up conditional rules
• Route to appropriate journeys
• Ensure right AI agent handles each type

Monitor Lead Quality

Check Facebook lead form history regularly:

• Watch for spam or fake submissions
• Monitor field mapping accuracy
• Track conversion rates by form

Keep Forms Simple

On the Facebook side:

• Minimize required fields (name, phone, service interest)
• More fields = lower conversion
• AI can ask follow-up questions
• If you are getting too many low interest submissions, create a new form that asks for more from the contact

Test Before Running Ads

Before spending ad budget:

1. Create a test lead submission on Facebook
2. Verify it appears in brayv.ai correctly
3. Check field mappings are accurate
4. Confirm journey enrollment works
5. Test AI agent engagement

Managing Multiple Facebook Forms

Separate Forms for Different Services

Strategy:

• Create specific lead forms for each service
• Map each form to its own brayv.ai lead source
• Route each to appropriate journey

Example:

• "HVAC Services" form → HVAC Journey
• "Plumbing Services" form → Plumbing Journey
• "General Inquiry" form → General Services Journey

Benefits:

• Better targeting
• More relevant AI conversations
• Easier tracking and analytics

Single Form with Conditional Rules

Strategy:

• One Facebook form with service selection question
• One brayv.ai lead source with conditional rules
• Route based on responses

Benefits:

• Simpler Facebook Ads management
• Single form to optimize
• Flexible routing in brayv.ai

Facebook Lead Ad Best Practices

Form Design (Facebook Side)

Essential Fields Only:

• Name (first and last or full name)
• Phone number (strongly recommended - brayv.ai matches existing contacts by phone, and text follow-up needs it)
• Email (recommended)
• Service interest or qualifier question

Optional Fields:

• Address (if service-based business)
• Timeline/urgency
• Additional context

Ad Creative Tips

Align with Follow-Up:

• Mention text follow-up in ad creative
• Set expectations: "We'll text you within minutes"
• Match ad messaging to AI agent's tone

Example: "Fill out this quick form and we'll text you right away!"

Compliance

Required Disclosures:

• Include SMS opt-in language in form
• Example: "By submitting, you agree to receive text messages from [Business] with service information and updates. Reply STOP to opt out."

Privacy:

• Link to privacy policy
• Follow Facebook's lead ad policies
• Include opt-out instructions

Troubleshooting

Problem: Leads not showing up in brayv.ai

Solution:

• Verify Meta (Facebook) Ads & Lead Forms is still connected in Settings > Integrations
• Re-authenticate if needed (leads that failed while disconnected are retried after you reconnect)
• Check that the lead form is mapped (forms built while creating an ad need this too)
• Check that the form is on the Page brayv.ai connected (the first Page you can advertise with)
• Submit a test lead on Facebook
• Check lead source history for errors

Problem: Field mappings not working correctly

Solution:

• Review field mappings in brayv.ai
• Submit a test lead and check what data comes through
• Remap fields if Facebook form changed
• Save mappings again
• Check for field name changes on Facebook side

Problem: Leads not being added to journey

Solution:

• Verify journey enrollment is enabled
• Check journey rules are configured correctly
• Ensure journey exists and is active
• Review rule conditions
• Check that matching field has data
• Submit test lead to debug

Problem: Missing phone numbers

Solution:

• Verify phone number is required field on Facebook form
• Check that phone_number field is mapped to phone
• Ensure Facebook form collects valid phone numbers
• Review form submissions for phone data
• Note: Phone is critical for contact matching

Problem: Duplicate contacts being created

Solution:

• Verify phone number field is mapped
• Check that phone numbers in Facebook form are consistent format
• Review contact matching rules
• Facebook may format phone numbers differently - system handles this

Problem: Facebook connection expired

Solution:

• Go to Settings > Integrations
• Re-authenticate with Facebook
• Grant required permissions again
• Check that Facebook Page access is still active
• Contact support if reconnection fails

Problem: Lead form no longer appears in list

Solution:

• Form may have been deleted or archived on Facebook
• Create a new form on Facebook
• Map the new form in brayv.ai
• Update ad campaigns to use new form

Related Features

• Customer Journeys - Automatically engage Facebook leads
• AI Text Agents - Respond to Facebook leads instantly
• Managing Contacts - View and manage Facebook lead contacts
• Webhooks - Alternative integration method for custom setups