Make-script for Meta Instant Forms: validation/sorting of leads + transfer to CRM + CRM feedback in M
We are launching Meta Lead Ads (Instant Forms) for a lead magnet to quickly gather a volume of leads.
The task is to build a mechanism for proper lead processing: automatically filter out junk, pass valid/high-quality leads to CRM/sales department, and send feedback (Qualified) to Meta for optimization training.
Goal
To create a solution on Make that:
1/ Retrieves leads from Meta Instant Forms
2/ Checks/validates data and sorts leads (Qualified / Not qualified / Trash)
3/ Qualified → sends to CRM and returns CRM feedback event (Qualified) to Meta (via lead_id)
4/ Trash → does not send to sales, marks/separates
What needs to be done
1) Consultation (before implementation starts)
Confirm the correct architecture: Meta Instant Forms → Make → CRM → Meta CRM feedback
Agree on which statuses/events to consider as Qualified (we will provide the rules)
Agree on the minimum set of checks (field validation, deduplication, anti-spam)
2) Implementation of Make scenario
Trigger: new lead from Meta Instant Form
Processing steps:
Validation of must-have fields (name/phone/email + others according to our rules)
Checks for “junk” (empty/incorrect values, suspicious email/phone, duplicates)
Sorting into branches:
Qualified → create/update lead in CRM + send CRM feedback “Qualified” to Meta (with lead_id)
Not qualified → create in CRM with the corresponding status (without sending to Meta as Qualified)
Trash → separate list/table/status, without sending to sales
Result (deliverables)
Configured Make scenario + description of settings
Doc/instruction: “how to check that everything works” + where to look for errors
Testing on test leads
Acceptance criteria
Leads are correctly sorted according to the rules
Qualified leads go to CRM and CRM feedback is sent to Meta (linked via lead_id)
Trash leads do not go to sales
There are logs and it is clear where to check statuses/errors
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Hello, Volodymyr!
I hold the 1st place on the platform and specialize in developing chatbots and automations for business processes. I work with services such as n8n/Make.com.
I have repeatedly implemented AI agents that can collect leads from Meta Instant Forms, validate them, and send them to the CRM system.
You can familiarize yourself with similar works in my portfolio:Freelancehunt
Feel free to reach out, I would be happy to discuss your project in more detail.
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Vladimir, good day!
I have over 3 years of experience working with optimization in Make. I am ready to complete your task. The estimated budget will be 3000 UAH for the specification, and the implementation is around 15,000 UAH, so I wrote 18,000 in the rate.
Can we discuss the details?
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432 1 0 Hello, Volodymyr!
I can implement a mechanism for the correct processing of leads from Meta Lead Ads on Make.com.
What I can do:
1. Build the architecture Meta → Make → CRM → Meta CRM feedback;
2. Implement validation, deduplication, and anti-spam checks for leads;
3. Automatically sort leads into Qualified / Not qualified / Trash;
… 4. Transfer Qualified leads to CRM and send feedback "Qualified" to Meta via lead_id;
5. Set up logging, testing, and a brief instruction.
I would be happy to discuss the details to propose the optimal solution.
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1618 18 1 1 Hello.
I can complete the task. I have experience in this area. The deadlines and cost are approximate - we need to discuss the details.
Write to me, I will do everything quickly and efficiently.
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13013 67 0 Hello! I will complete your task quickly and efficiently.
My portfolio: https://freelancehunt.com/ua/freelancer/romas6ka.html#portfolio
Write to me, I will start working today. I will be happy to collaborate with you!
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1901 53 0 Hello! I am ready to complete your task, I have experience working on similar projects.
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2065 32 0 Here is a version of a short, professional, and confident response that demonstrates your understanding of the technical part and focuses on the outcome (the quality of the Meta algorithm training).
Response option
Subject: Setting up Meta Leads automation → Make → CRM with CRM Feedback Loop
Hello! The task is clear: we need to not just "push" leads, but to build a filter that protects the sales department from junk and teaches the Meta algorithm to find a quality audience through Offline Conversions (CRM Feedback).
My approach to implementation:
… Architecture: I confirm your stack. Using lead_id for feedback is the most reliable method for Instant Forms.
Validation: I will set up regular expressions in Make (Integromat) to check numbers, email masks, and duplicate checks through Data Store or the CRM database.
Feedback Loop: I will set up the transmission of the Qualified event through the Conversions API. This is critical for optimizing Meta so that the system sees not just "clicks," but real value.
Transparency: I will create a log table (Google Sheets) for "Trash" leads and a notification system for script errors in Telegram.
Experience: I have successful cases of integrating Meta with HubSpot/Pipedrive/Zoho and AmoCRM through n8n with the setup of Lead Quality signals.
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1744 10 0 Hello
I am engaged in automations through the service Make.com. I have familiarized myself with your task, everything is more or less clear, I have already implemented such automation, only with an additional step, namely: Leads from the form to the CRM - then passing to Meta events about the received lead, then filtering in the CRM whether the lead is good or not, then passing back to the Meta pixel events from the CRM about the stages of the lead (the stages that are positive), and only after that setting up the pixel itself for optimizing these stages, and setting up the advertising campaigns themselves to increase lead conversions, which are most likely to achieve positive stages in your CRM. Here is a link to a realized case https://freelancehunt.com/showcase/work/integratsiya-meta-conversion-api-capi/2008696.html. Feel free to reach out, we can discuss the details before starting, to achieve the best results)
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