How to Set Up Facebook Leads Automation on GoHighLevel

Running Facebook and Instagram ads is only half the battle. The real magic happens when every lead is captured instantly into your CRM, tagged correctly, and followed up with automatically.

GoHighLevel makes this process seamless, but only if you set it up the right way. Here’s the full walkthrough.

Step 1: Connect Your Facebook Account

1. Log in to GoHighLevel and go to Settings → Integrations.
2. Find Facebook and click Connect.
3. Log into your Facebook Business account. Make sure you’re using the account with admin access to:
   • The Facebook page running your ads
   • The ad account inside Business Manager
4. Allow permissions so GoHighLevel can read your leads, pages, and ad accounts.

Once connected, you’ll see your Facebook pages listed under integrations.

Step 2: Sync Your Lead Forms

1. Inside GoHighLevel, go to Settings → Integrations → Facebook Form Fields Mapping.
2. Select the Facebook page where your ads are running.
3. Choose the lead forms you created in Ads Manager.
4. Map each field from your form (Name, Email, Phone, Custom Questions) to the correct customfields in your GoHighLevel contact record.

⚡ Pro tip: Add one simple qualifying question (like “What service are you interested in?”). This makes it easier to segment leads into different automations later.

Step 3: Build Your Automation Workflow

Now comes the fun part: deciding what happens the second a lead comes in.

1. Go to Automation → Workflows → Create Workflow.
2. Choose the trigger: Facebook Form Submitted.
3. Pick the exact page + form you want this automation tied to.

Example Workflow:

• Trigger: Facebook Form Submitted
• Action 1: Create/Update Contact in CRM
• Action 2: Apply Tag (e.g., “FB Ad Lead”)
• Action 3: Send Instant SMS — “Hey {{contact.first_name}}, thanks for reaching out! Here’s a link to book your call: [Calendar Link]”
• Action 4: Send Follow-Up Email with details about your offer
• Action 5: Notify Your Sales Team (Slack, Email, or internal SMS)

This ensures the lead is contacted immediately and your team is alerted in real time.

Step 4: Test Everything

Before you push traffic, test your automation.

1. Go to Facebook’s Lead Ads Testing Tool (just search for it in Business Manager).
2. Select your form and send a test lead.
3. Check GoHighLevel:
   • Did the lead show up in Contacts?
   • Did they get tagged correctly?
   • Did the SMS/email go out?
   • Did your team get a notification?

If anything looks off, adjust your field mapping or workflow steps.

Step 5: Optimize for Speed and Conversion

• Call Task Creation: Assign a task for your sales team to call every new Facebook lead within the hour.
• Add a Qualifying Question: This will help you easily segment leads from the non-leads so you can prioritize your efforts.
• Follow-Up Within Minutes: The first 5–10 minutes are critical. Leads go cold fast. Automation ensures you’re always first.
• Route by Campaign: Use tags or pipeline stages to separate different ad campaigns. This helps track ROI later.
• Nurture Automatically: If the lead doesn’t book right away, set up a 3–5 day follow-up sequence with texts and emails.

Once this system is live, every Facebook or Instagram lead flows directly into GoHighLevel, is tagged, followed up with instantly, and never slips through the cracks.

Instead of worrying about checking your email for leads, you’ll have a 24/7 machine working in the background.