Lead Intake

Log a Meta DM lead into HubSpot with ad attribution. Replaces the spreadsheet.

Full name

Phone — sets MQL

Channel

Ad ID or Ad name — Messenger: paste the ad ID. Instagram: click “View ad” in the chat → paste that ad ID (most reliable). Typing a name only works if it’s unique. Blank = organic.

Conversation link — optional

Category

Appt Setter — assigned presales agent; gets @-mentioned in the Slack alert

Notes — optional; included in the Slack alert

The campaign & ad name are looked up automatically from the Ad ID. Lead status progression (Open / MQL) is handled by your existing HubSpot workflows — this form never overwrites it for New Leads.

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