Facebook and Instagram lead sync

Last updated: August 2026

OfferQo is a platform used by dental and medical clinics to manage patient enquiries and send treatment quotes. If your clinic advertises on Facebook or Instagram, you can connect your own Page and lead forms to OfferQo so that every enquiry you receive lands directly in your dashboard, instead of being downloaded by hand from Meta.

What this feature does

When someone fills in one of your clinic's lead forms on Facebook or Instagram, Meta notifies OfferQo. We then retrieve that single lead and create an enquiry record in your clinic's dashboard, together with the campaign, ad set, ad and form it came from, so you can see which advert produced which enquiry.

From there your team replies to the patient, builds a treatment quote and follows the enquiry through your pipeline to a result — all inside OfferQo.

How to connect your account

Open your lead sources

In your clinic dashboard, go to Sales → Sources.

Choose Meta (Facebook / Instagram)

Select Connect Facebook. You will be sent to Facebook to sign in with the account that manages your clinic's Page.

Grant access to your own Page

Facebook will ask which Page you want to allow. Choose your clinic's Page. You are granting access to your own assets only.

Select the forms to sync

Back in OfferQo, pick which of your lead forms should create enquiries, and map the form fields (name, email, phone, treatment interest) to the matching fields in your dashboard.

Done

New submissions appear in your pipeline automatically, usually within seconds.

What data OfferQo receives

We receive only what is needed to create and attribute the enquiry:

The answers submitted in your lead form, including the contact details the person provided
The identifier and name of the form the lead came from
The campaign, ad set and ad the lead is attributed to
The identifier of the Page the form belongs to

We do not read your messages, your followers, your posts, or the performance data of campaigns you have not connected.

How the data is used

Lead data is used for one purpose only: delivering this service to the clinic that owns the data. Each clinic sees only its own enquiries. We do not sell lead data, we do not share it with other clinics or third parties, and we do not combine it with another clinic's data.

Access tokens are stored encrypted and are used only to retrieve leads from the forms you selected.

Disconnecting

You can disconnect at any time from Sales → Sources → Connect Facebook → Disconnect. This revokes our access immediately and stops all further data from being received. You can also remove OfferQo from Facebook's Business Integrations settings. Enquiries already created stay in your dashboard as part of your clinic's records, and can be deleted by you at any time.

Data protection

OfferQo processes this data as a processor acting on the clinic's instructions. How we store, encrypt and retain personal data, and the rights patients have under GDPR and KVKK, are described in our Privacy Policy.

Questions

If something is unclear or you need help mapping your form fields, contact us through your dashboard or see the rest of our documentation.