Ads and form integration
Connect your ads, CRM and calendar to Formlyy
Formlyy becomes the bridge between your acquisition sources, CRM and calendar. Every lead generated by your campaigns can be contacted, qualified, followed up and routed to the right place without adding a complex new system.
Connect the middle of your funnel in minutes
Formlyy automates the part that drains teams the most: the gap between a submitted form and a qualified meeting in the calendar.
Lead sources
Every campaign can send leads to your Formlyy Agent
Leads can come from Meta Lead Ads, Google Ads, TikTok Ads, System.io, a web form, or a webhook sent through Make, Zapier or n8n.
Instead of letting those contacts sit in a spreadsheet, notification feed or CRM, Formlyy starts the WhatsApp conversation while intent is still fresh.
You can keep a dedicated campaign per acquisition source, adapt the opening message, then measure what each channel really generates in conversations, qualifications and meetings.
Sales stack
Your CRM and calendar stay at the center of your sales workflow
Formlyy does not force your team to change habits. Your Formlyy Agent can read useful CRM fields, enrich the lead after the conversation and push the right status back to sales.
On the calendar side, Formlyy can rely on Google Calendar, Calendly, Cal.com, iClosed or GoHighLevel to suggest available slots and confirm a meeting without friction.
To understand how data flows back to your sales tool,discover CRM synchronization.
Mid-funnel automation
Handle 100% of the leads from your ad campaigns
The real issue is not only generating leads. It is being able to handle all of them quickly, with the same quality, even when they arrive at night, on weekends or during volume spikes.
Formlyy automates the middle of the funnel: first contact, qualification, follow-up, meeting booking, sales notification and CRM update.
Your team keeps control of calls and closing, but no longer carries the mental load of triage, follow-up and manual tracking.
Common use cases
Concrete situations where this feature changes how sales teams operate day to day.
Fitness & coaching
You prioritize the warmest requests
A coach, gym, or wellness business can be alerted when a prospect is qualified, motivated, and ready to book.
Local services
You stop missing urgent enquiries
Pools, renovation, construction, and home services teams receive the leads that need a fast response.
Marketing agency
You prove that leads become actionable
Acquisition teams can notify the right rep, show qualified leads, and connect follow-up to the CRM.
Sales team
You stay in control without watching the whole pipeline
The AI moves forward when it can, then alerts a human when a decision, call, or validation is needed.
Continue with the setup journey
Explore the topics that extend your Formlyy presence.
Closing-ready qualification
Formlyy optimizes every handoff between automated qualification and human intervention so your reps receive only high-value opportunities.
CRM synchronization
Connect Formlyy to your CRM so every WhatsApp conversation updates lead statuses, notes, and sales context in real time. Your team keeps the CRM it already uses. The Formlyy Agent handles the data work.
24/7 AI Sales Assistant
An AI that instantly replies to visitors, gathers key information and drives them to booking a meeting. While you sleep, it works.