1.Catches new lead form submissions
Integrate Facebook Lead Ads to catch each new lead form submission and capture core submission values and form identifier.
Create new insurance proposals from social lead forms
Automatically catch new lead form submissions across Facebook Lead Ads, Formatter by Zapier, and Webhooks by Zapier. Create and update proposal records when lead form submitted, campaign tag captured, or contact details enteredβso you can parse segments, assign departments, and create proposals without manual follow-up.
How this automation creates proposal-ready records for new leads
When new lead forms submit, delays can cause missed outreach opportunities. This automation catches submissions and parses fields, translates segments to departments, and creates proposal recordsβso your team can respond immediately.
Facebook Lead Adsor swap with your favorite app
2.Splits text for segment mapping
Integrate Formatter by Zapier to parse form name or campaign tag and map parsed output to a segment key.
Formatter by Zapieror swap with your favorite app
3.Looks up department code
Integrate Formatter by Zapier and lookup tables to translate the segment key into a department code with fallback.
4.Posts proposal endpoint and creates records
Integrate Webhooks by Zapier to map lead fields to proposal fields and create the proposal record in your proposal system.
Webhooks by Zapieror swap with your favorite app
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Speed up quote generation with automated request capture, lead routing, and quote updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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