All Your Leads from Meta, TikTok, Gmail & WhatsApp — Finally in One Place

The Problem: Your Leads Live in Five Different Places

You run Meta Ads on Facebook and Instagram. Results in Meta Business Suite. You run TikTok campaigns. Results in TikTok Ads Manager. Leads come in through Gmail from website inquiries and referrals. Others message directly on WhatsApp. That is four platforms, four dashboards, four sets of login credentials, and four places where a lead can fall through the cracks. Most agencies add a manual layer on top: export a CSV from Meta, copy phone numbers into a spreadsheet, try to remember which campaign each lead came from. By the time a lead reaches a salesperson, hours have passed and the context is lost. You know someone came from "Instagram" but not which ad, which targeting, which creative. The fragmentation is not just an inconvenience — it is a revenue problem. Leads that take more than an hour to receive a response are nine times less likely to convert. When your leads are spread across five platforms, your average response time climbs to four, six, eight hours. You are losing deals you already paid to generate.

One Inbox, Every Source

CMG Workflow connects natively to your ad platforms. Not through Zapier, not through third-party connectors that break when APIs change — direct integrations built and maintained by the same team that built the CRM. When someone fills a Meta lead form, it appears in your inbox within seconds. Same for TikTok. Same for Gmail. Same for WhatsApp messages. Every lead arrives with full source context: which platform, which campaign, which ad set, which form, which creative. Nothing is lost in translation. Your team sees exactly what generated each lead without opening a single external dashboard. All sources feed into a single, filterable, assignable inbox. Your team works from one place instead of five.

• Meta Ads — Facebook Lead Ads and Instagram Lead Ads, real-time sync
• TikTok Ads — TikTok Business API, Lead Generation campaigns
• Gmail — OAuth connection with configurable import rules
• Outlook — Power Automate webhook integration
• WhatsApp Business — direct messaging and AI bot conversations
• Web Forms — native embed or webhook from any form tool
• CSV Import — bulk historical data migration
• Manual Entry — quick add for phone and in-person leads

Meta Ads Integration: Real-Time, Full Context

The Meta integration is built on the official Lead Ads API, not screen scraping or CSV polling. When someone submits a lead form on Facebook or Instagram, CMG Workflow receives it within seconds via webhook — no delay, no manual export, no cron job checking for new leads every hour. Every field from your lead form is captured: name, phone, email, and any custom questions you added. Campaign name, ad set name, and ad ID come with every lead so you always know which creative is generating your best prospects. If you run multiple ad accounts or multiple Facebook Pages, all of them connect to a single organization in CMG Workflow. Integration health monitoring watches your Meta token and alerts you before it expires — not after. You will not wake up to discover that three days of leads never synced because a token rotated silently.

• Real-time webhook delivery — leads arrive in seconds, not hours
• All form fields captured including custom questions
• Campaign, ad set, and ad ID attached to every lead automatically
• Multiple ad accounts and Pages per organization supported
• Token expiry alerts before integration breaks, not after
• Historical lead import for existing campaigns at setup time

TikTok Ads Integration: No Expiry Headaches

TikTok is increasingly where Romanian audiences under 35 are reached first. Lead Generation campaigns on TikTok generate significant volume for agencies that have made the shift from Meta-only advertising. Managing those leads separately from your Meta pipeline is exactly the kind of friction that causes leads to go cold. The CMG Workflow TikTok integration uses the TikTok Business API with permanent access tokens. Unlike some third-party connectors that require monthly token refreshes or 30-day re-authorization cycles, your TikTok integration stays connected without manual intervention. EU region support means leads captured through EU-targeted campaigns are handled correctly for GDPR compliance. All TikTok leads arrive in the same unified inbox as your Meta leads, tagged by source automatically. Your team never needs to know which platform generated which lead to respond effectively — they see the source in the lead card and can filter by it when they do.

• TikTok Business API — official integration, not a workaround
• Permanent access tokens — no monthly re-authorization required
• EU region support for GDPR-compliant lead handling
• Real-time sync from TikTok Lead Generation campaign forms
• All leads tagged by source and campaign automatically on arrival

Gmail & Outlook: Email Leads Without Manual Work

Not every lead comes through an ad platform. Agency inquiries arrive via email — someone finds your site, a referral sends your address, a partner introduces a potential client. These emails land in Gmail or Outlook and often never make it into the CRM because the manual step of copying them over gets skipped when the team is busy. With the Gmail integration, you connect your inbox via OAuth and set up import rules. A rule might say: if an email arrives from any address at a specific domain, or with a subject containing "quote" or "partneriat," auto-create a lead in CMG Workflow and assign it to the right team member. Rule matching runs server-side, so leads are created even when your computer is off. Outlook users connect via a Power Automate webhook. The same rule-based approach applies — email arrives, rule fires, lead is created. Multiple email accounts per organization, multiple rules per account, full history of which rule created which lead.

• Gmail OAuth connection — secure, no password sharing
• Rule-based auto-creation: sender domain, subject keywords, body content
• Server-side rule matching — works 24/7 even when your computer is off
• Multiple Gmail accounts per organization supported
• Outlook via Power Automate webhook — same rule logic
• Full rule audit log — see exactly which rule triggered each lead creation

Custom Stages & Tags: Your Pipeline, Your Way

This is where CMG Workflow stops feeling like a generic CRM and starts feeling like it was built for your agency. Every business has a sales process that does not map perfectly to "New / Contacted / Closed." Romanian marketing agencies especially have nuanced stages that reflect how local clients buy services. You create the stages that match your actual workflow. A social media agency might use: Nou, In discutie, Analiza nevoie, Oferta trimisa, Negociere, Contract semnat, Pierdut. A performance marketing agency might add stages like: Audit solicitat, Strategie prezentata, Buget aprobat. You define them, name them in Romanian if you want, set the order, and assign colors. Then you use them on a Kanban board where leads move between columns with a simple drag and drop. Tags work alongside stages for cross-cutting classification. Tag by source (Meta, TikTok, referral, inbound), by service type (social media, Google Ads, branding, web), by priority (urgent, normal, follow-up later), by region (Bucuresti, Cluj, Timisoara, online), by campaign name. Tags can be applied manually or automatically based on where the lead came from. Bulk-apply tags to a selection of leads in one click. Filter your entire inbox by any combination of tags and stages. Auto-tagging rules fire on lead creation — zero manual work for source classification.

• Fully custom stages — name, order, color, per organization
• Kanban board view — drag-and-drop stage changes with visual pipeline
• Tags for source, service, priority, region, campaign — unlimited, color-coded
• Auto-tagging rules on lead creation by source, campaign, or form field value
• Bulk tag and stage operations — select multiple leads, apply in one click
• Stage-change webhooks for triggering external automations

Bulk Operations & Advanced Filters

When you run high-volume ad campaigns, managing leads one by one is not a strategy — it is a bottleneck. CMG Workflow's bulk operations let you process dozens or hundreds of leads in a single action. Select a range of leads from a specific campaign, assign them all to one team member, apply a tag, move them to a stage, or export them to CSV — all in one step. The filter system is built for how agencies actually think about their pipeline. Filter by source platform, date range, assigned team member, current stage, tags, custom field values, qualification score, and combinations of all of the above. These are not simple dropdowns — conditions stack. You can filter for "Meta leads from last 7 days, tagged as urgent, in the Oferta trimisa stage, not yet assigned to a team member" in under 30 seconds. Save any filter combination as a named view that your team can access directly. Your TikTok leads manager has a saved view for their platform. Your senior salesperson has a view for high-score leads across all sources. No one needs to rebuild their filters every morning.

• Bulk assign — select multiple leads and assign to any team member in one action
• Bulk stage change — move a batch of leads between pipeline stages at once
• Bulk tagging — apply or remove tags from dozens of leads simultaneously
• Bulk export — filtered selection to CSV with all fields and custom data
• Advanced filter stacking — combine source, date, stage, tags, score, assigned user
• Saved filter views — named views accessible to the whole team

When the Lead Becomes a Client

Centralizing leads is only valuable if the journey continues seamlessly after conversion. When a lead is ready to sign, one action in CMG Workflow converts them to a client. Deal value, service type, assigned account manager, and all custom field data carry over automatically. The full lead history — every conversation, every note, every source tag — is preserved in the client record. Client management adds deal tracking, billing schedule reminders, contract dates, and a separate custom field configuration for client-specific data. Nothing is lost in the transition, and no data needs to be re-entered. Your team has the complete picture from first ad click to ongoing billing relationship, all in one place. This is the full cycle that agencies in Romania need: from the moment someone clicks a Meta ad or sends a WhatsApp message, to the moment they become a retained client paying monthly. No spreadsheets, no tab-switching, no data loss. Start your 14-day free trial and see your entire pipeline in one view.