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  Facebook Lead Automation

Turn Facebook Leads
Into Real Sales
Conversations.

Connect your Facebook Lead Ads to BigWelt and automatically capture, organize, qualify and follow up with every lead — so no enquiry sits unanswered.

Facebook Leads • AI • WhatsApp • CRM • Automation

META AD

Website Development Package

↓

FACEBOOK LEAD FORM

Name: Rahul Sharma
Phone: +91 XXXXX XXXXX
Interest: Website Design
↓

BIGWELT AI PROCESSING

Capturing lead • Qualifying interest • Preparing conversation

↓

WHATSAPP CONVERSATION

Hi Rahul ?
Thanks for your enquiry about website design.
I'm the BigWelt AI Assistant. How can I help?
↓

CRM UPDATED

Status: New → Qualified
↓

SALES TEAM

Ready to close — qualified lead routed

  The Problem

Your Facebook Ads Are Working.
But What Happens
After the Lead Comes In?

The problem isn't always getting leads. It's what happens after you get them — when follow-up depends on memory, manual steps and a busy inbox.

  Traditional Manual Workflow

Facebook Lead

A new enquiry arrives in Meta Ads Manager.

Notification

An email or app alert appears somewhere.

Someone Checks It Later

Hours pass before anyone opens the lead list.

Copies Number

Phone number is manually copied from the form.

Opens WhatsApp

Switching between apps to send a message.

Sends Message

A generic first message with no context tracking.

Updates Excel / CRM

If remembered at all, data goes into a spreadsheet.

Tries to Remember Follow-Up

No reminder system. No task queue. Just memory.

Lead Gets Forgotten

The conversation dies silently. You paid for that lead.

The problem isn't getting leads.
It's what happens after you get them.

Every manual step adds delay, drops context and creates room for error. Leads don't vanish because your ads failed — they vanish because the follow-up workflow broke down.

Where leads are lost:

Slow response kills urgency

No structured follow-up reminders

Data scattered across tools

Context lost between apps

No attribution back to campaign

The fix: Automate capture, qualification and follow-up so every lead enters a structured pipeline — instantly.

Ready to stop losing leads? See how BigWelt fixes this workflow.

See the Solution

  The BigWelt Solution

From Facebook Lead to Sales Conversation
— Automatically.

BigWelt connects your Meta lead generation with your customer communication and sales workflow. Every enquiry moves forward on a clear, connected path — without spreadsheets, manual copying or leads sitting unanswered.

  The Connected Lead Journey

Facebook Lead

A new enquiry arrives from your Meta Lead Ad form.

BigWelt Captures Lead

Lead details flow straight into your BigWelt workflow — no manual entry.

AI Processes Lead

AI reads the enquiry and prepares the next step based on your configured workflow.

Lead Added to CRM

The lead is stored with source, interest and status — visible to your team instantly.

WhatsApp Conversation

Continue the conversation through supported WhatsApp workflows, where consent applies.

AI Qualification

Configured questions help your team identify and prioritize higher-intent conversations.

Sales Team

Your team receives the qualified conversation and continues the sales process.

Speed

Leads are captured the moment they arrive, so your first response doesn't wait on someone checking a notification later.

Organization

Every enquiry lands in one structured place with source, interest and status — instead of scattered chats and spreadsheets.

Human Sales

AI handles the repetition; your team steps in for negotiation, advice and closing the opportunities that matter most.

  How It Works

How Facebook Lead Automation Works

Five connected steps take a stranger on Meta to a conversation your sales team can actually close — with no spreadsheets, manual copying or forgotten leads in between.

01

Run Your Facebook Ad

Create your Meta Lead Ad and collect enquiries straight from the form inside Facebook.

02

Lead Enters BigWelt

Lead information is automatically brought into your BigWelt workflow — no downloading CSVs.

03

AI Starts the Conversation

Use AI to respond and gather additional information according to your configured workflow.

04

Lead Goes Into CRM

Store and organize the lead with relevant information, status and history in one structured record.

05

Sales Team Takes Over

Your team receives the qualified conversation and continues the sales process from there.

  The Connected Path

Ad

Lead

AI

WhatsApp

CRM

Sales

Each stage hands off cleanly to the next — so every enquiry keeps moving forward instead of waiting for someone to remember it.

  Instant Lead Capture

Every Lead Goes Into One Place.

Stop managing Facebook leads across spreadsheets, notification pings and disconnected tools. Every enquiry lands in a single structured view your whole team can act on.

Search leads by name, phone or campaign…
New Contacted Qualified Hot Won Lost
Name Phone Email Campaign / Ad / Form Source Date Interest Status Assigned Notes
Rahul Mehta +91 98XXX XXX21 [email protected] Website Q3 · Hero A · Lead Form 1 FB Lead Ad 12 Sep Website New Aarav S. Asked about timeline
Priya Nair +91 97XXX XXX45 [email protected] Store Push · Video B · Online Store FB Lead Ad 11 Sep Online Store Qualified Meera K. Budget confirmed
Arjun Verma +91 90XXX XXX78 [email protected] Real Estate Ads · Carousel C · Site Visit FB Lead Ad 10 Sep Property Leads Hot Aarav S. Wants demo call
Sana Khan +91 99XXX XXX03 [email protected] Admissions 2024 · Static A · Course Enquiry FB Lead Ad 09 Sep Course Enquiry Contacted Dev P. Awaiting reply
Vikram Rao +91 91XXX XXX56 [email protected] Clinic Growth · Reel D · Appointment FB Lead Ad 08 Sep Appointment Won Meera K. Onboarding booked

  Each lead is captured with the fields your team needs:

Name Phone Email Campaign Ad Form Lead Source Date Interest Status Assigned Salesperson Notes

  Manage My Leads

One organized pipeline — no downloads, no duplicate rows, no lost numbers.

AI Lead Qualification

Let AI Ask the Questions Before Your Sales Team Does.

BigWelt AI starts a structured conversation on WhatsApp, gathers the details your team actually needs, and updates the CRM as the answers come in — so your salespeople open every chat already informed.

BigWelt AI Assistant

Qualifying lead · Rahul

Hi, I need a website.

Customer · 10:42

Great! What type of business do you run?

BigWelt AI · 10:42

Real estate.

Customer · 10:43

Are you looking for a business website, a property listing website, or a complete lead-generation system?

BigWelt AI · 10:43

Lead generation.

Customer · 10:44

AI is writing the next question…

CRM · Live Update

Syncing

Industry

Real Estate

Requirement

Lead Generation

Intent

High / Qualified

Status

Qualified

Qualification is based on the criteria and questions your business configures — it helps your team prioritise, it does not guarantee a sale.

Structured Answers, Not Scattered Chats

Every reply the lead gives is stored against their record as clean, searchable fields. Your team reads a summary instead of scrolling back through a long thread to find the important details.

Questions You Configure

You decide which questions matter for your business — industry, budget range, timeline, service type. BigWelt AI asks them consistently, so no lead slips through with half the information missing.

A Cleaner Handover to Sales

Once the conversation is qualified, it moves to the right salesperson with the full context attached. They pick up a warm, informed thread instead of starting the discovery from scratch.

  Facebook Lead → WhatsApp

Turn a Facebook Enquiry Into a WhatsApp Conversation.

Move your lead from an ad form into a structured follow-up workflow so your team can continue the conversation where appropriate — on WhatsApp, with context already attached.

Facebook
Lead Form

Lead
Captured

WhatsApp
Message

AI
Conversation

CRM
Record

Sales
Team

  Step 1 — Lead Submitted

Online Store — Lead Ad

Instant Form submitted just now

Name

Priya Sharma

Phone

+91 XXXXX XXXXX

Interest

Online Store

BigWelt captured this lead instantly — no spreadsheet download, no manual copy-paste of phone numbers.

  Step 2 — First Follow-Up

Priya Sharma

Online Store enquiry · via Facebook Lead Ad

Hi Priya ?

Thanks for your enquiry about building an online store.

10:42 AM ✓✓

Would you like to see how BigWelt can help?

10:42 AM ✓✓

Yes! I sell handmade jewellery. How soon can it go live?

10:45 AM

Great choice. Let me share a quick plan for your catalogue and checkout — shall I send it here or connect you with our team?

10:46 AM ✓✓

Type a message…

Consent first. WhatsApp conversations are only initiated where the required customer opt-in and applicable WhatsApp Business Platform messaging rules are satisfied. Not every Facebook lead can be messaged automatically — BigWelt follows the compliant path.

See the lead-to-conversation flow working on your own campaigns.

  AI Response

Respond Faster Without Adding More Staff.

When configured correctly, BigWelt AI can handle common questions and guide leads through predefined business workflows — so routine replies go out instantly while your team stays focused on the conversations that need a human.

BigWelt AI Assistant

Replies from your configured information

How much does it cost?
Plans start from the option you select — I can share the details of the plan that fits your requirement.
How long does it take?
Timelines depend on your scope — once we know your requirement I can share an expected schedule.
Can I see a demo?
Absolutely — I can note your details and our team will arrange a walkthrough for you.

  Always-on first response

Common questions answered the moment they are asked.

BigWelt AI uses the information you configure — your services, pricing structure, process and support details — to respond to routine lead questions. It keeps the conversation moving while your team is busy, and hands over cleanly when a person is needed.

  How much does it cost?   How long does it take?   Do you provide support?   Can I see a demo?   What features are included?

Guided workflows. Leads are moved through the steps you define, with the right questions asked in the right order.

Consistent answers. Replies follow your configured business information instead of varying from person to person.

Clean handover. When a conversation needs a person, your sales team picks it up with full context attached.

  Create My AI Assistant

Lead Routing

Send the Right Lead to the Right Person.

Not every enquiry needs the same conversation. BigWelt reads the details captured from your Facebook Lead Ad and routes each lead to the team best placed to handle it — so real estate enquiries reach property specialists, healthcare questions reach the right desk, and high-value opportunities never sit in a shared inbox.

Routing Workflow — Facebook Lead Ads

Draft • 4 rules active • auto-run on new lead

Live

Rule Logic Chain

Lead Source

Facebook Lead Ad

Industry

Real Estate, Healthcare, Education

Requirement

Mapped from form answers

Lead Status

New → Qualified

Assigned Team

Matched by rule

Notify

Alert owner instantly

Branch Rules

Real Estate Lead Salesperson A

Property enquiries, site-visit requests and listing questions are assigned to the property desk automatically.

Industry = Real Estate Requirement = Site Visit
Healthcare Lead Salesperson B

Appointment enquiries and service questions are routed to the team that understands the clinical workflow.

Industry = Healthcare Requirement = Appointment
Education Lead Salesperson C

Course enquiries and admission questions are handed to counsellors who can follow the enrolment journey end to end.

Industry = Education Requirement = Admission
High-Value Lead Senior Sales Team

Leads that match your configured high-value criteria skip the queue and reach senior closers with context already attached.

Budget = High Status = Qualified

Routing rules are configured by you — based on lead source, industry, requirement, budget signals or lead status. When a new Facebook lead arrives, BigWelt applies the rule and assigns the conversation to the right team, with the full context attached.

Follow-Up Automation

Don't Let Interested Leads Disappear.

A lead who fills a Facebook form and goes quiet isn't always lost — they're often waiting for the next nudge. BigWelt keeps every enquiry moving with structured follow-up workflows, so conversations that stall get a timely, relevant re-engagement instead of fading into silence.

Follow-Up Journey — Website Enquiry (Rahul)

Day 0 to Day 7 • 7 steps active • runs on schedule

Live Workflow

Day 0 — Lead Captured

Facebook Lead Ad submitted

09:12 AM

Day 0 — AI Conversation

BigWelt AI opens WhatsApp & qualifies interest

09:14 AM

Day 1 — Sales Follow-Up

Assigned salesperson sends package details

11:30 AM

Day 2 — No Response

Lead silent after first touch — workflow triggers

—

Day 3 — Follow-Up Workflow

Structured re-engagement message sent automatically

10:00 AM

Day 4 — Customer Responds

Rahul replies — wants a quick demo this week

04:48 PM

Day 4+ — Sales Team

Warm, responsive lead handed to human sales

Active

What Gets Sent When a Lead Goes Quiet

Short, Relevant Nudges — Not Spam.

Each follow-up is configured around what the lead actually asked about, delivered at sensible intervals so it feels like a helpful reminder rather than a pushy blast.

Nudge 1 — Day 3

"Hi Rahul, just checking if you'd like more information about the website package."

Nudge 2 — Day 5

"Would you like to schedule a quick demo?"

Nudge 3 — Day 7

"Would you like us to prepare a quotation?"

Compliance & Consent

WhatsApp follow-up automation is subject to applicable WhatsApp messaging policies, customer consent/opt-in and approved template requirements. BigWelt does not promise unlimited promotional messaging — every outreach must respect opt-in status and platform rules before a conversation begins.

Build My Follow-Up Flow

Set cadence, content and conditions — then let the workflow keep leads warm.

CRM Pipeline

See Every Facebook Lead Moving Through Your Sales Pipeline.

Your sales team can see what needs attention without searching through WhatsApp chats or spreadsheets. Every lead lives in one board, organized by stage — from first enquiry to closed deal.

Lead Pipeline — Q3 Campaigns

42 Active Leads • 8 Stages • Synced with Meta Ads

View: Kanban Filter: All Sources

New

12

Rahul Sharma

+91 98XXX XXXXX

Website Meta Ad
Priya M. 2m ago

Anita Desai

anita@...

Online Store Instagram
Unassigned 1h ago

Contacted

8

Vikram Singh

WA Sent

App Dev FB Lead
Arjun K. Waiting

Sneha Patel

Call Scheduled

SEO Search
Priya M. Today

Qualified

14

Meera Joshi

Budget Confirmed

E-com High Intent
Arjun K. Prep Quote

Rohan Gupta

Demo Done

CRM Referral
Priya M. Proposal

Proposal

5

Kavya Reddy

Sent Yesterday

Full Stack Agency
Arjun K. Follow up

Won

3

Amit Verma

Contract Signed

Website Direct
Priya M. Closed

Lost

2

Neha Kapoor

No Response

Social Low Budget
Arjun K. Closed

Drag and drop cards to update status. Changes sync instantly across your team.

Campaign Attribution

Know Where Your Leads Came From.

Connect lead information with campaign data where supported so you can better understand which campaigns are generating business opportunities — not just raw form fills, but conversations that move forward.

Campaign Attribution — Lead Source Overview

Facebook Lead Ads • Meta Ads Manager Synced

Last 30 Days All Campaigns Example Data

Total Leads

200

Across active campaigns

Qualified Leads

63

Flagged by AI workflow

Active Campaigns

2

Connected to BigWelt

Avg. Qualification

~31%

Demo aggregate rate

Campaign / Ad Set / Ad

Leads

Qualified

Sales

Cost

Conversion

Campaign A — Website Package

Ad Set: SMB Owners • Ad: "Get a Website in 7 Days"

120

leads

35

qualified

—

demo

Rs. 18,000

spend

~29% qual.

Campaign B — Online Store

Ad Set: Retail Buyers • Ad: "Sell Online This Month"

80

leads

28

qualified

—

demo

Rs. 14,500

spend

~35% qual.

Lead Journey by Campaign (Example)

Campaign A

120 leads → 35 qualified

Campaign B

80 leads → 28 qualified

Total Leads Qualified Leads

Trace Every Lead Back

See which campaign, ad set and creative brought each enquiry into your pipeline — so decisions are based on real lead sources, not guesswork.

Focus on What Works

Compare lead volume against qualified conversations per campaign. Double down on the creatives and audiences that consistently produce promising enquiries.

Improve Over Time

Use consistent attribution data to refine targeting, messaging and follow-up workflows — turning every reporting cycle into a sharper advertising strategy.

All figures shown above are clearly labeled demo/example data for illustration only. Actual metrics depend on your connected campaigns and available platform integrations.

See My Campaign Insights

Attribution views reflect supported integrations only.

Meta Ads + BigWelt

Your Meta Ads Don’t Have to Stop at the Lead Form.

Most businesses run a great ad, collect a great lead — then let it die in an inbox or a spreadsheet. Here’s what changes when you route every Facebook enquiry into a structured automation path instead of a manual scramble.

Traditional Workflow

Leads Fade Away

Meta Ad

Lead Form

Notification — checked later

Manual Follow-Up

Spreadsheet Dump

Forgotten Lead

Every step here relies on someone remembering to act. Speed drops, context is lost, and qualified enquiries quietly expire.

BigWelt Automation

Leads Move Forward

Connected

Meta Ad

Lead Form

BigWelt Captures It Instantly

AI Qualifies & Responds

WhatsApp Conversation

CRM — Organized & Assigned

Sales Team Closes

No spreadsheets, no copy-paste, no forgotten follow-ups. Every lead enters a live pipeline that keeps moving toward a real conversation.

Use Cases

Built for Businesses That Depend on Leads.

From first enquiry to follow-up, BigWelt shapes the lead journey around how each industry actually sells — not a generic one-size-fits-all script.

Real Estate

Turn property enquiries into site visits with structured qualification and routing so every buyer reaches the right agent fast.

  • Property enquiries
  • Site visit qualification
  • Lead routing
  • Follow-up

Education

Guide course and admission leads through counselling workflows so no interested student gets lost in the season rush.

  • Course enquiries
  • Admission leads
  • Student qualification
  • Counselling follow-up

Healthcare

Capture appointment requests and service questions, then keep patients moving toward a booked consultation.

  • Appointment enquiries
  • Service information
  • Lead capture
  • Follow-up

Automotive

Route showroom and test-drive enquiries to the right dealer and follow up before interest cools off.

  • Vehicle enquiries
  • Test drive requests
  • Dealer leads
  • Sales follow-up

Finance & Professional Services

Qualify consultation enquiries, collect documents and hand serious prospects to your advisory team with context intact.

  • Consultation enquiries
  • Lead qualification
  • Document requests
  • Sales follow-up

Local Services

Answer price and booking questions quickly, then convert nearby enquiries into scheduled appointments.

  • Service enquiries
  • Price requests
  • Appointment booking
  • Customer follow-up

Every workflow is configured to match your business — so AI asks the questions that matter to you, not a generic template.

What You Can Automate

Automate the Repetitive Work Around Every Lead.

From capture to follow-up, BigWelt handles the routine steps so your team spends its energy on conversations that actually move deals forward.

Lead Capture

Automatically bring every Facebook lead into BigWelt — no manual exports, no copy-paste between notifications and spreadsheets.

Lead Organization

Keep every enquiry structured with consistent fields, tags and statuses so nothing sits in a messy inbox waiting to be sorted.

AI Qualification

Ask configured questions before sales follow-up, helping your team identify and prioritize higher-intent conversations faster.

WhatsApp Workflow

Continue conversations through supported WhatsApp workflows where consent and messaging policies are satisfied.

CRM

Track every lead with status, history and owner visible in one place — without digging through chats or files.

Lead Assignment

Route leads to the appropriate team member based on industry, requirement or value — automatically, not by hand.

Follow-Up

Create structured follow-up workflows so interested leads don't quietly disappear after the first message goes unanswered.

Notifications

Alert your sales team the moment attention is needed — new high-intent leads, stalled threads or overdue responses.

Analytics

Understand campaign and lead performance so you can see which efforts create real business opportunities.

Nine automations. One organized lead pipeline.

Every step from Meta ad click to sales conversation can run on autopilot — while your team focuses on closing.

Human + AI

AI Handles the Repetition.
Your Team Handles the Relationship.

Automation isn't here to replace your salespeople — it's here to clear their path. BigWelt takes the routine work off every lead so your team can focus on trust, judgement and closing.

Always On

AI

  • Capture information the moment a lead arrives
  • Answer common questions instantly
  • Ask qualification questions from your workflow
  • Organize lead data into structured records
  • Trigger configured follow-up workflows
  • Provide basic product and service information

Combined

AI + HUMAN
= Better Sales Workflow

On Call

HUMAN

  • Handle complex and unusual requirements
  • Negotiate terms and build value
  • Give personalized, expert advice
  • Close high-value opportunities
  • Resolve issues that need real judgement

BigWelt AI supports your team — it doesn't replace them. Every qualified conversation still lands with a person who understands your business and can make the call that matters.