1.Captures new lead form submissions
Integrate Facebook Lead Ads and intake field mapping tools to capture the new lead payload for standardized contact fields.
Create cleaned referral leads from social lead ads
Automatically capture new leads from Facebook Lead Ads across your intake stack. Create and update referral records when new lead submitted, lead form completed, or lead data receivedβso you can normalize phones, infer area/state, and log enriched intake details without manual triage.
How this automation protects your referral intake
When new social leads arrive, delays can stall referral assignment and slow follow-up. This automation captures Facebook Lead Ads lead data, formats phone details, enriches area/state, and posts a validated referral intake recordβso your team can act quickly.
Facebook Lead Adsor swap with your favorite app
2.Normalizes phone number formatting
Integrate Formatter by Zapier and data cleaning tools to normalize phone numbers and output a standardized phone string.
Formatter by Zapieror swap with your favorite app
3.Looks up area state by phone
Integrate Webhooks by Zapier and lookup APIs to post the standardized phone and capture returned area and state.
Webhooks by Zapieror swap with your favorite app
4.Posts referral intake record
Integrate Webhooks by Zapier and intake endpoints to submit cleaned contact details, inferred area/state, and ad metadata for record creation.
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Explore all referral management automations
Accelerate referral intake with automated record routing, status updates, and follow-up alerts
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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