Levitate + Meta Ads Integration
Levitate connects directly to Meta (Facebook and Instagram) Ads so that the leads coming in from your ad campaigns flow into Levitate automatically and get a personal, immediate response — without you copy-pasting names out of Meta's Ads Manager or chasing leads across tools.
If you're running Meta lead-generation campaigns, this integration is for you. It pairs especially well with industries where speed-to-lead matters (legal, financial services, insurance, home services), but any business using Meta lead forms can benefit.
How leads flow into Levitate
Once the integration is connected to your Meta ad account and Facebook Page, every lead-gen campaign you run shows up in Levitate as its own Opportunity Board, named to match the campaign. You can browse all your campaigns in a single view under Data Boards.
Each new lead that comes in from a campaign becomes a card on the matching board, landing in the Intake column. From there you can move it through your own pipeline stages (Qualified, Converted, or whatever stages you set up) as you work the lead.
Responding to leads instantly
The real win is what happens the second a new lead lands: Levitate can fire an Opportunity Created automation that emails the prospect immediately from your address, with your signature, using whatever message you've drafted. No manual handoff, no overnight delay, no waiting for someone on your team to spot the new lead and respond.
You can tailor the automation per campaign — different message for a Family Law lead vs. an Estate Planning lead, for example — so each prospect gets a response that matches what they actually asked about.
New lead notification email
When a new lead arrives from Meta, Levitate sends you a notification email so you know right away — even if you're not logged in to Levitate at that moment. The notification includes the lead's name, contact details, and the campaign they came from, giving you the context to follow up quickly.
The notification goes to the email address associated with your Levitate account. No setup is required — it fires automatically whenever a new lead is created from a connected Meta campaign.
Why it matters
- Faster follow-up. Leads typically convert at a much higher rate when they hear back within minutes rather than hours or days. The automation closes that gap automatically.
- Personal, not robotic. The response goes from your own email address with your own signature — not a no-reply notification or a generic platform autoresponder.
- All your leads in one place. Instead of bouncing between Meta's Ads Manager and your CRM, every lead lives on a Levitate Opportunity Board where you can tag, note, and follow up alongside the rest of your contacts.
- Campaign-aware. Because each campaign maps to its own board, you can see which campaigns are pulling in leads, send tailored responses per campaign, and track conversions by campaign over time.
Getting started
Reach out to your Success Specialist to get the Meta Ads integration enabled for your account. They'll walk you through connecting your Meta Business Portfolio and Facebook Page, make sure Opportunity Boards is turned on, and help you build your first lead-response automation.
You'll want the following ready when you start:
- Access to the Meta Business Portfolio that owns your ad account and Facebook Page.
- At least one active Meta lead-generation campaign (or a plan to launch one).
- An idea of the message you want each new lead to receive — your Success Specialist can help you draft this if you'd like.
FAQs
Q: Do I need a separate Meta Business or Ads Manager account?
A: You need an existing Meta Business Portfolio with the ad account and Facebook Page you want to use. Levitate doesn't create or manage these for you — the integration connects to what you already have.
Q: Can I respond from different addresses for different campaigns?
A: Yes. Each campaign becomes its own Opportunity Board, and each board can have its own automation. You can configure different sender addresses or different message content per campaign.
Q: What if a lead doesn't respond to the initial email?
A: You can extend the automation to include follow-up steps (a second email, a text, a handwritten card, etc.) on whatever schedule you choose. The instant first email is just the starting point.
Q: How fast is "instant"?
A: When a lead comes in from Meta, Levitate creates the Opportunity and triggers the automation immediately. The email goes out within seconds.
Q: Can I see how my campaigns are performing inside Levitate?
A: Yes. Each Opportunity Board shows lead counts and stages, and you can pull deeper data through Opportunity Boards reporting. Read more about Opportunity Boards here.
Q: Is the Meta Ads integration available on my plan?
A: Availability depends on your account configuration. Your Success Specialist can confirm whether it's enabled or what's needed to turn it on.