From Ad Campaign to Closed Lead, in One Platform
Step-by-step: how Sale2x connects your Meta ads, lead management, sales conversations, and Conversions API feedback.
Connect Your Meta Business Account
Facebook Pages, Instagram, WhatsApp & Ad Account
Authorize Sale2x to access the Meta Pages, Instagram account, WhatsApp Business number, and ad account you choose to connect. You control exactly which channels are connected — nothing is accessed without your permission.
Create Your Ad Campaign
Guided Builder, or Let AI Propose a Starting Point
Build a campaign step by step — objective, audience, budget, creative, review — directly inside Sale2x. Or describe your business to the AI Ad Wizard and get a recommended audience, budget, and three ad copy variants to review before you publish.
Leads Land in Your Unified Inbox
WhatsApp, Instagram & Messenger — One Inbox
When someone responds to your ad or messages your Page, Sale2x captures the lead automatically and tags it with the campaign it came from. Your sales team replies from a single inbox instead of switching between apps.
Leads Get Routed to Your Team
Round-Robin or Manual — Your Super Admin Decides
Your Super Admin sets whether new leads rotate automatically across your active Sales team (round-robin) or get assigned manually. The same settings control whether customer phone numbers are visible to Sales or kept masked.
Outcomes Feed Back to Meta
Lead Status Changes → Meta Conversions API
As a lead moves from contacted to qualified to converted (or lost), Sale2x sends the matching event to Meta's Conversions API — giving Meta real signal about which leads actually turned into customers, not just who clicked.
Review Performance & AI Recommendations
You Decide What Changes
See spend, leads, CPL, CTR, and ROAS per campaign. Sale2x's AI can analyze that data and suggest changes — like adjusting a budget — but nothing is applied automatically; every recommendation waits for your review and approval.
Your CRM Data Makes Your Advertising Smarter
When closed-won sales occur in Sale2x, offline conversion events stream to Meta CAPI to continuously retarget high-intent buyers and reduce CAC.
Meta Ad
User clicks Click-to-WhatsApp or Lead Ad.
Lead Generated
Sale2x captures user contact info with ad metadata.
Lead Qualified
Sales rep or AI qualifies the lead.
Customer Converted
Deal is closed and purchase value recorded in CRM.
Conversion Event Sent to Meta
Sale2x streams purchase event to Meta CAPI to lower future CPL.
Explore the full platform capabilities or view Early Access pricing.
Ready to Scale Your Lead Generation?
Create Meta ad campaigns with AI-assisted recommendations, capture every lead into your CRM, and route it to the right rep — all from Sale2x.