Agencies

Run every client’s lead ads from one account, without the Friday CSV.

Connect each client’s Facebook page and LinkedIn account once. Route their leads to their CRM and their team’s phone. You see delivery for all of them in one log.

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Every client, one accountEach client’s leads go to their own tools.
SlackNew lead: Marcus LeeClient: Bloom Dental, Invisalign offer
An instant replyEach client’s leads hear back straight away.
Email autoresponderReply sentto Marcus, automatically
Into each client’s CRMProof of delivery for every lead.
HubSpotAdded to HubSpotFields matched
0leads routed since 2021
0businesses
0integrations
2lead sources, Facebook and LinkedIn
Why speed matters

Lead ads delivery for marketing agencies, delivered the moment they arrive.

Agencies run lead ads for many clients at once, and every client wants the same thing: their leads, in their tools, straight away. Doing that by hand means logging into several Ads Manager accounts and moving CSV files around every week.

LeadsNotify connects each client’s Facebook Page, Instagram forms and LinkedIn Page once. Each client’s leads go to their own CRM, sheet or team chat, and you can check delivery for all of them in one dashboard.

SlackSlack

New lead: Marcus Lee

Phone
+60 16 880 1122
Client
Bloom Dental
Form
Client: Bloom Dental, Invisalign offer
facebookLead form submitted
Delivered by LeadsNotify
The problem

The lead is worth the most in the first few minutes. That is when nobody is looking.

Five clients, five logins

Every client has their own Ads Manager. Checking leads means logging in and out all day.

Reporting by screenshot

Clients ask where their leads went. The answer is a spreadsheet somebody has to build.

Speed is the thing you sell

You promised fast follow-up in the pitch. A lead that sits for a day undoes it.

Lead form

What to ask in a agencies lead form

Short forms get more leads. These fields give your team enough to make a useful first call.

  1. Name, email and phoneThe basics every client needs in their CRM.
  2. Qualifying questionOne question that tells the client’s sales team if the lead fits.
  3. Service or product of interestLets the client route the lead to the right salesperson.
  4. LocationUseful for clients with several branches.
  5. Preferred contact methodPhone, WhatsApp or email, so the first reply lands where the lead expects it.
  6. Hidden campaign fieldsCampaign and ad names travel with the lead so reporting stays honest.
Recommended setup

A setup that works for agencies teams

One lead form, three destinations. Each lead counts once, however many places it goes.

HubSpotClient CRM

HubSpot

Each client’s leads go into their own HubSpot, Brevo or Mailchimp account.

HubSpot integration SlackTeam channel

Slack

Post new leads to the client’s Slack channel so their team sees them at once.

Slack integration WebhooksAnything else

Webhooks

Webhooks send leads to any tool your client uses that is not on the list (Solo Marketer and up).

Webhooks integration
How it works

Three steps, no developer, done before your next appointment.

1

Connect a page

Sign in to Facebook or LinkedIn once. We read new lead form submissions the moment they arrive.

2

Pick where leads go

Your CRM, a Google Sheet, and WhatsApp, Telegram or Slack for whoever is on duty. Fields are matched for you.

3

Send a test, go live

One test lead runs the whole path. When it lands, switch the notifier on.

Use cases

How agencies teams use LeadsNotify

Client onboarding

Connect a new client’s page and send a test lead during the kickoff call.

Proving delivery

When a client says they never got a lead, Lead Delivery shows when it arrived and where it went.

Shared lead sheets

Keep a Google Sheet per client for teams that do not use a CRM.

White-label feel

Remove LeadsNotify branding on paid plans so notifications look like they come from your agency.

Follow-up

Tips for faster agencies follow-up

  • Create one notifier per client form so nothing crosses between clients.
  • Agree the destination with each client before launch, not after the first lead.
  • Use campaign and ad name fields so your reports match the client’s CRM.
  • Test every notifier from inside LeadsNotify, then check Lead Delivery before handing over.
  • Agency plan has unlimited lead sources and notifiers, so adding clients does not change your bill.
Questions

Questions from agencies teams

Can I keep clients separate?

Yes. Each notifier is its own form-to-destination route, and team roles let you control who sees what.

How many clients can I manage?

Agency includes unlimited lead sources, notifiers and team members. Pro Marketer covers 10 lead sources.

Can clients get alerts on their phone?

Yes. Telegram, Slack, email, SMS and WhatsApp alerts are on every plan. The Free plan includes 10 free SMS and WhatsApp alerts.

Can I keep clients separate?

Yes. Each notifier is tied to one page and one destination, and the delivery log filters by page, so each client’s leads and delivery history stay apart.

Do I need a developer or a Zapier account?

No. You sign in to Facebook or LinkedIn once, pick the page and the lead form, choose where leads go and send a test. The whole set-up runs inside LeadsNotify.

Other industries
Real estateEvery property enquiry on the agent’s phone before the buyer opens the next listing.InsuranceQuote requests reach the adviser who can call, with the policy type already filled in.MortgagePre-approval enquiries in the broker’s CRM and pocket, with loan amount and property status attached.Home servicesJob requests on the technician’s phone with the address and the problem, before the homeowner calls someone else.AutomotiveTest drive and trade-in enquiries on the sales team’s phone while the buyer is still comparing cars.

Be the first to call every lead back.

Connect your Facebook, Instagram or LinkedIn lead form, choose where leads go and send a test lead. Free plan with 50 leads a month.

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