Mobile Meta lead workflow

Handle a real estate Meta Lead Ads contact from phone alert to call outcome.

6 min readUpdated July 2026

Before you begin

  • Real estate workspace should have Meta Lead Ads connected
  • Push alerts should be enabled
  • Phone & SMS should be set up if reps will call or text from Flowforce
Video walkthrough placeholder for receiving a Meta lead alert on mobile and following up in Flowforce.
Video: Mobile Meta lead workflow
Video walkthrough placeholder for receiving a Meta lead alert on mobile and following up in Flowforce.

Follow up from mobile

  • Receive the push alert for a new Meta contact
  • Tap the alert to open Flowforce
  • Review the contact details and source
  • Call, text, or enroll in the correct cadence
  • Log the outcome before moving on
Phone screenshot showing a Flowforce push alert for a new Meta Lead Ads contact.
Phone screenshot showing a Flowforce push alert for a new Meta Lead Ads contact.
Mobile contact detail page with source, phone number, call action, SMS action, and cadence action.
Mobile contact detail page with source, phone number, call action, SMS action, and cadence action.
Mobile call outcome modal for logging a disposition after contacting a new Meta lead.
Mobile call outcome modal for logging a disposition after contacting a new Meta lead.

What you should see

The contact should be created in Flowforce, assigned according to your form or Meta rules, and show the follow-up activity on the timeline.

Common issues

  • No push alert — confirm PWA install, push permission, and notification settings
  • Contact missing — check Meta integration mapping and form status
  • Cannot call — confirm Phone & SMS setup and user line assignment

Ready to try this in FlowForce?

Start free — set up your workspace and follow along with this guide.

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