Turn Website and Facebook Enquiries into Consistent Follow-Up

A new enquiry only becomes valuable when the right person can understand it and follow up. WebPlatform's merchant lead CRM brings website enquiries and eligible Facebook lead activity into an organized workflow instead of leaving each request in a separate inbox.

From captured enquiry to accountable next step

When a supported website form creates a lead, the merchant can review its source, contact information, current stage, assigned owner, notes, and activity history. Search and filters help the team find a specific enquiry or focus on the leads that still need attention.

Eligible Facebook lead forms can also route leads to the correct merchant workspace after the required Meta connection, permissions, and tenant mapping are configured. The integration uses deduplication and explicit routing checks so an ambiguous lead is not silently assigned to the wrong merchant.

A simple pipeline the team can actually maintain

The CRM is designed around useful operating habits: qualify the request, assign responsibility, record context, update the stage, and schedule the next action. The activity timeline keeps those changes visible to authorized team members.

• Review website and eligible Facebook enquiries in the merchant workspace.
• Search captured leads and filter the working list.
• Open the complete lead detail instead of relying on a summary row.
• Assign an owner and update the lead stage.
• Add internal notes without altering the original enquiry.
• Record follow-up context in an auditable activity history.
• Keep each merchant's lead records within its authorized tenant boundary.

Facebook lead setup has important prerequisites

Facebook lead capture is not enabled by copying a Page name into a form. The business must use an eligible Meta business connection, approve the required permissions, select supported assets, and ensure the lead form is mapped to the intended merchant. Provider access and form eligibility remain subject to Meta's current requirements.

The merchant should run a controlled test lead after setup and confirm that it reaches the correct workspace before starting a paid campaign.

A practical follow-up routine

1. Review new leads at an agreed time each business day.
2. Confirm the source and read the complete enquiry before responding.
3. Assign one accountable owner.
4. Record the first attempted or completed follow-up.
5. Move the lead to the correct stage instead of leaving every record “new.”
6. Add the next action and required context as an internal note.
7. Review stale leads and closed outcomes regularly.

Respect consent and channel rules

A captured lead is not blanket permission for every marketing channel. Use the contact details for the purpose communicated on the form, respect opt-in choices, limit access to authorized staff, and follow applicable email, telephone, and WhatsApp rules before sending promotional communication.

Contact WebPlatform to connect a website enquiry flow, review Facebook lead prerequisites, or plan a practical lead follow-up process for your team.