1.Detect new lead from form
Integrate Facebook Lead Ads and lead form submissions to capture each qualifying submission payload for record creation.
Create loan application records from social lead forms
Automatically monitor new lead submissions from Facebook Lead Ads across loan management. Create and update when formatted data arrives or qualifying leads matchβso you can build loan application records, normalize applicant fields, and track campaign source without manual intake paperwork.
How this automation creates loan application records
When new form leads arrive without standardized intake fields, delays can stall loan review. This automation formats lead data and creates Airtable records automaticallyβso your team can speed up loan intake with consistent details.
Facebook Lead Adsor swap with your favorite app
2.Formats application timestamp
Integrate Formatter by Zapier and date/time tools to map submission timestamps into a readable application timestamp field.
Formatter by Zapieror swap with your favorite app
3.Normalizes phone and revenue
Integrate Formatter by Zapier and data normalization tools to standardize phone numbers and revenue estimates from source fields.
4.Creates loan application record
Integrate Airtable and spreadsheet databases to create loan application records, tag source fields, and map applicant contact details.
Airtableor swap with your favorite app
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Explore all loan application processing automations
Accelerate loan application processing with automated intake routing, document collection, and status updates
Set up in minutes
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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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