🎯 DGI CRM — Leads guide

Leads CRM: get started

All your leads from Facebook / Instagram, Google Ads and your own website in one place — share them with agents automatically and track every lead. Click 🎯 Leads at the top of the sidebar.

1. At the top of the sidebar there is a 💬 WhatsApp / 🎯 Leads switch — click Leads.
2. In Lead Sources, connect your source: Facebook / Instagram, Google Ads or a Website form (see the next chapters).
3. Add your agents in Add Members and use Distribution to decide which form’s leads go to which team / agent.
4. All leads appear on the Leads page — filter by Stage, Source (Meta / Google / Website), Form, Team and Member.
5. Update the stage of every lead, add notes and follow-ups — the dashboard shows your conversion.

Lead Starter / Growth are for your own business. Lead Scale is for agencies — a separate team, leads and balance for every client (last chapter).

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Leads from Facebook / Instagram (Meta) Instant Forms

As soon as someone fills your Meta ad’s Instant Form, the lead reaches the CRM in seconds — Leads → Lead Sources.

1. Open Leads → Lead Sources and click Connect with Facebook.
2. Log in to Facebook, choose your Page and Allow all permissions.
3. All Instant Forms of the Page appear in the list. Click Turn ON next to the form your ad uses — leads come only from forms that are ON.
4. In ⚙️ Fields, map the form’s questions (e.g. city, budget) to CRM fields.
5. Need earlier leads? Pick the days next to the form (e.g. 30 days) and click 📥 Old leads.
6. Created a new form in your ad? Click ↻ Forms refresh.

You must be an admin of the Page to connect it. Your plan has a limit on forms that are ON — turn old forms OFF if needed.

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Leads from Google Ads Lead Forms

Leads from Google Search / YouTube / Display lead forms go straight into the CRM — Leads → Lead Sources → Google Ads Lead Forms.

1. In Lead Sources, click Connect Google — your Webhook URL and Key are created.
2. In Google Ads, open campaign → Assets → Lead form (keep the Name and Phone number questions).
3. Under Lead delivery option → Webhook integration, paste the Webhook URL and Key copied from the CRM.
4. Click Send test data — the CRM shows “test lead received ✅”. Then save the form.
5. The form appears in the list after its first real lead (turned ON automatically if your limit allows).

Never share the Key. If it leaks, click Create new key and put the new key in your Google Ads form too.

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Leads from your Website / Landing page form

Leads from the form on your website or landing page go straight into the CRM — plain HTML, WordPress / Elementor, Wix, Webflow, anything. Leads → Lead Sources → Website / Landing page form.

1. In Lead Sources, click Connect website form — your Form URL and a ready HTML form are created.
2. HTML / landing page: click Copy HTML and paste it into your page. Put the form name in _form (e.g. “Diwali offer page”) — each name becomes a separate form.
3. WordPress (Elementor / Contact Form 7 / WPForms), Wix, Webflow: put the Form URL in the form’s Actions after submit → Webhook. Name the fields name, phone, email — other fields (city, message…) are saved too.
4. Want a thank-you page? Put its link in _redirect. UTM values (utm_source, utm_campaign…) are saved with the lead automatically.
5. Send one test entry — Lead Sources shows “New lead received ✅” and the form appears in the list.

A phone number is required. The same number on the same form on the same day counts as a duplicate. If the link gets into the wrong hands, click Create new link (then update it on your website).

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Add agents and distribute leads

Every new lead goes to the right agent automatically — with round robin, quotas and rules. Add Members, Lead Teams and Distribution.

Working a lead: stage, notes, follow-up

Every lead’s journey — from New to Full payment — on the Leads page.

1. Click a lead in Leads — you see all form answers, source, campaign and page.
2. Change the Stage (New → Called → Interested → Meeting / Demo → Token received → Full payment, or Not interested / Junk).
3. Write notes and set a follow-up date — overdue follow-ups show on the dashboard.
4. Use the filters at the top: Stage, Source (Meta / Google / Website), Form, Status, Team, Member.
5. Create your own stages in Lead Settings → 1. Lead stages (name, color, type).

Keep stages up to date — the dashboard shows the right conversion and the Conversions API (next chapter) sends Meta the right signal.

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Leads: Meta Conversions API (better leads, lower cost)

When an agent changes a lead’s stage (e.g. Qualified or Converted), the CRM tells Meta this was a good lead — Meta then finds more people like that. It is in Leads → Lead Settings (Lead Scale plan).

1. Open business.facebook.com → Events Manager (the same Business that owns your Facebook Page).
2. On the left, choose + Connect data sources → CRM (or an existing Pixel / Dataset), give it a name and click Create.
3. In the Dataset’s Settings, copy the Dataset ID at the top. Lower on the same page, click Conversions API → Generate access token and copy the token.
4. Connect the Dataset to your Facebook Page (Settings → Connected assets / Lead forms).
5. In the CRM, open Leads → Lead Settings → 3. Meta Conversions API — paste the Dataset ID and token, tick On and click Save.
6. On the same page, in the 1. Lead stages table, type a Meta event next to the stages that mean a good lead (e.g. Qualified Lead, Token Received, Converted). Leave Not interested / Junk empty, then click Save on each row.
7. Test: copy the code from Events Manager → Test events (e.g. TEST12345) into the CRM’s Test event code box, save and click 🧪 Send test event. When the event shows in Events Manager, remove the test code and save again.
8. In Ads Manager, set your lead campaign’s optimization to Conversion leads — Meta now learns from your CRM’s events.

Works only for leads from Facebook / Instagram Lead Ads. An event is sent only when an agent changes the stage in the CRM — so keep stages updated. Meta usually starts learning in 1–2 weeks.

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Agency mode (Lead Scale): a separate team, leads and balance for every client

Running a digital marketing agency? Make each client a Team — their leads, agents and balance stay separate, and you see everything in one place.

Common problems and fixes