1.Creates lead form submission trigger
Integrate Facebook Lead Ads and lead intake workflows to capture new lead form submissions and start the automation.
Create patient lead record and send confirmations to staff
Automatically capture new lead form submissions across Facebook Lead Ads and store a standardized lead intake row in Google Sheets and Notion. Send confirmation emails when email addresses are present, so you can reduce missed follow-up, speed up intake status, and keep data organized without manual reporting.
How this automation captures new patient leads
When new lead form submissions come in, delays can stall follow-up and waste warm requests. This automation creates a Google Sheets row, adds a Notion intake item, and sends a confirmation emailβso your team can respond quickly.
Facebook Lead Adsor swap with your favorite app
2.Creates spreadsheet row
Integrate Google Sheets and reporting systems to create a mapped spreadsheet row with contact fields and received time.
Google Sheetsor swap with your favorite app
3.Creates database item
Integrate Notion and CRM-style records to create a mapped intake item with contact properties and notes.
Notionor swap with your favorite app
4.Sends confirmation email
Integrate Gmail and email outreach tools to send an email confirmation to the lead email when present.
Gmailor swap with your favorite app
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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