Create client notes in PocketSuite for new Facebook Lead Ads leads
Manually tracking Facebook lead details makes it easy to lose important context. This Zap automatically creates a client note in PocketSuite with key Facebook lead information like lead ID, form ID, and campaign name. You’ll always have full lead context inside PocketSuite, making follow-ups smarter and saving time on manual tracking.
Manually tracking Facebook lead details makes it easy to lose important context. This Zap automatically creates a client note in PocketSuite with key Facebook lead information like lead ID, form ID, and campaign name. You’ll always have full lead context inside PocketSuite, making follow-ups smarter and saving time on manual tracking.
- When this happens...New Lead
Triggers when a new lead is created.
- automatically do this!Add Client Note
Add a note to an existing client in PocketSuite.
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