Free WhatsApp workflow template
Meta lead status updates for WhatsApp: every step, in order, before you switch it on
For leads from your Facebook forms. Each time one becomes Replied, Booked, Won or Lost, Meta hears about it, so your ads learn which leads turn into clients.
- 1 step
- When: Status changes
Tell Meta when a lead moves on
Every step in the order it runs. This one sends the contact nothing; it only records what happened.
When: Status changes
- 1
Tell Meta their status
Tells Meta their status
What it does
For leads from your Facebook forms. Each time one becomes Replied, Booked, Won or Lost, Meta hears about it, so your ads learn which leads turn into clients.
How to use it in ActivityTracker
- 1Open Workflows and choose Start with a template.
- 2Pick the one called "Tell Meta when a lead moves on". It opens as a draft with every step drawn and your name and business filled in.
- 3Change any words you like, then press Test to try it in a test chat.
- 4Publish it when it reads right. Nothing is sent before that, and you can stop it any time.
It sends from the WhatsApp you already use, linked as a device the way WhatsApp Web is. WhatsApp's help centre warns that linking through unofficial apps "may put your account at risk", so workflow messages wait their turn at your number's pace.
Already use ActivityTracker? Open the workflow templates in the app
Workflows like this one
Text every new lead, wait for their reply, then answer by what they said: book the keen ones, hand questions to your AI agent, and pass everything else to you.
6 stepsStart a journey only for the new leads that match a condition. This one is drafted for a Facebook source; swap it for a tag or any field on their card.
1 stepText every new lead on your sheet, a different message per source, then hand the ones who reply to you.
8 steps
Questions
Switch it on with your own words in it.
Book a walkthrough to see the workflows run in the app.