Native lead ads

SmileLine can receive submissions from provider-hosted forms on Meta and Instagram, Google Ads, and TikTok. Native lead capture is included in SmileLine Core. It creates the same patient, enquiry or treatment journey used by other capture sources; it does not create or change advertising campaigns.

Open Ads to see provider health and recent lead activity. Use Meta Ads, Google Ads, or TikTok Ads to connect accounts and choose their forms. Use Lead capture to review mappings and submissions that need attention.

Who can use it

Owners and managers can connect providers, select accounts, configure forms, import recent leads and disconnect an integration. Coordinators and analysts can view connection health, mappings and submission outcomes; telesales have no lead-ads access. Resolving a lead that may attach to an existing patient also requires permission to update patients.

Connect a provider

Meta and Instagram

1. Open Ads → Meta Ads and select Connect Meta.
2. Complete Meta's authorization and choose the Facebook Pages used by the practice.
3. Select the Pages to enable. Instagram Instant Forms are delivered through their associated Facebook Page, so they appear in the same connection.
4. Review each discovered form's mapping, then enable it.
5. Send a test lead from Meta's Lead Ads Testing Tool and confirm that the form reports Test received.

Meta may require the practice to grant SmileLine access in Lead Access Manager as well as during authorization. The connection page shows an action warning if SmileLine can see a Page but cannot retrieve its leads.

Google Ads

1. Open Ads → Google Ads and select Connect Google Ads.
2. Choose the customer account that owns the lead forms.
3. Review the discovered forms and their mappings.
4. For the fastest delivery, copy the generated webhook URL and key into each Google lead form, then use Google's Send test data action. Google allows one webhook integration per form.

SmileLine also reconciles connected Google Ads accounts through Google's API. The API path recovers missed deliveries and forms that do not use the optional webhook. A form configured with another CRM webhook can therefore remain connected to that service.

TikTok

1. Open Ads → TikTok Ads and select Connect TikTok.
2. Authorize the advertiser account and choose the account used by the practice.
3. Review the discovered Instant Forms and their mappings.
4. Enable account-wide capture so newly created forms are discovered automatically.
5. Create a TikTok test lead and confirm that the form reports Test received.

TikTok lead storage is regional. SmileLine uses the European lead region for UK, EEA and Swiss advertiser accounts.

Map a form

A form cannot be enabled until at least one valid contact route—email or mobile phone—is mapped. For each form, review:

• first name, last name or full name;
• email and mobile phone;
• the practice location and lead source;
• an optional default owner;
• treatment routing: a fixed treatment, an answer-to-treatment map, or Enquiry triage;
• which submitted answers staff should see in the capture record;
• any explicit marketing-consent checkbox and the channels it covers.

Use Enquiry triage when the form does not establish a treatment. The submission creates an enquiry in Today, where staff can confirm the treatment or dismiss it.

SmileLine keeps a submitted answer snapshot with the capture record. Provider payloads and credentials are not exposed as general patient fields.

Marketing consent

Submitting a native lead form does not by itself grant promotional consent. SmileLine records an opt-in only when you deliberately map a form checkbox or disclaimer response and specify the covered channels—email, SMS or WhatsApp. The provider, form, field, submitted value, notice text and submission time are retained as evidence.

An absent, blank or unmapped checkbox leaves the patient's existing preference unchanged. It never opts a patient in automatically.

Test leads and exceptions

Provider test leads validate authorization, delivery and field mapping, but they never create a patient, journey, task or automation enrollment.

Real submissions can wait in Lead capture → Needs review when:

• the form is new, disabled or missing a valid mapping;
• neither a valid email nor phone was supplied;
• the email and phone match different existing patients;
• a referenced location, lead source or treatment is no longer available;
• the provider connection needs authorization again.

After correcting the mapping, select Replay. For an identity conflict, choose the correct patient or create a new enquiry. SmileLine records the resolution and processes the submission once.

Import recent leads

New connections capture live submissions by default. Owners and managers can optionally import the last 7 days, 30 days or the provider maximum:

• Meta and TikTok: up to 90 days;
• Google Ads: up to 60 days.

Historical imports do not create due-now follow-up tasks or start automations. A historical submission without a treatment remains in review instead of appearing as a new enquiry in Today.

Imports and routine reconciliation are idempotent. Receiving the same provider lead through a webhook and a recovery scan does not create it twice.

Raw provider and normalized lead payloads are removed 30 days after processing. A submission that remains unresolved has a hard 90-day limit; at that point its raw details are redacted and the submission closes as ignored, while its non-sensitive receipt and status history remain.

What native lead capture does not do

Native lead capture only brings submissions in — it never creates campaigns, spends budget, or captures Instagram/Facebook direct messages. The rest of the Ads workspace covers the other direction and the money:

• Conversion feedback reports Lead, Booked and Won back to the platforms (SmileLine Core).
• Ad campaigns and the Creative studio create and manage campaigns (SEO & Ads add-on).
• Spend & results in the Ads workspace compares platform-reported spend with CRM truth per campaign (SEO & Ads add-on); the Ads weekly digest report is its email counterpart.