Capture Leads with Instant Forms

Scenario

A financial advisory firm capturing qualified leads with a native form connected to Salesforce.

Steps

Create campaign with "Lead Generation" objective; select Instant Form format.

Design form: minimum fields (name, email, one qualifying question).

Map form fields to CRM fields for real-time lead sync — works with Meta, TikTok, Snapchat, and LinkedIn lead forms.

Create image showing outcome/benefit (not the form); write privacy notice.

Set up thank-you screen; launch and monitor lead quality daily.

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