From an ad to a follow-up task Updated 2026-10-24
Four things have to happen in order. The lead arrives with its source. Someone owns the next step. The status and the note are written on the record. A task with a date survives the end of the day. WhatsApp is optional and priced separately.
The lead has to arrive before anyone calls Meta Lead Ads, a BizUply website form and a Google Ads lead form can each create the record. Each keeps its source. The first status is New. Campaign results are not this step. Open the lead.
The task is the follow-up A person sets Contacted only after the contact, writes the note, and creates a task with a date. That is the follow-up. If the same task should appear for every lead that reaches Contacted, publish the automation from the automation guide. That is the business plan, not the $49 plan.
The team celebrates the ad result and never opens the lead. The pipeline starts at the lead row. The ad is only the source.
WhatsApp is added because the lead arrived. A call and a task work on the CRM plan. WhatsApp is a separate $29 number, Meta messaging charges apply separately.
The follow-up is a task on the lead, with the words and the date the next person needs. Keep the four steps in order The lead arrives with a source: Meta Lead Ads, a BizUply website form, or a Google Ads lead form. The first status is New. A person sets Contacted only after the contact, writes the note, and creates a task with a date. If that task should appear for every lead that reaches Contacted, publish the automation. That automation is the business plan, not the $49 plan.
WhatsApp stays optional. A call and a task work on the CRM plan. A template needs the separate $29 number and Meta's approval, and Meta bills the message. The agents page, if you use it, is a person.
FAQ Which sources can start this path? Meta Lead Ads, a BizUply website form, and a Google Ads lead form.
How do I know the ad produced a lead? Open the lead and read its source. Campaign results are not the same as a person in the CRM.
Who can create the task automatically? A published automation on the business plan. The $49 plan keeps the manual task.
Does this path send a WhatsApp message? Not by itself. Add a paid number and an approved template only if that is the reply you intend.
