1.Detects new lead form submissions
Integrate Facebook Lead Ads and lead form capture tools to catch each submission and trigger intake processing.
Create new intake leads from paid social ads
Automatically monitor new lead form submissions across Facebook Lead Ads and Gmail and Google Sheets. Create and update intake records when a lead form submits or key fields appear or a new submission timestamp landsβso you can notify intake, log submissions, and start shared intake follow-ups without manual paperwork.
How this automation routes every paid lead fast
When new lead form submissions arrive, delays can stall legal intake and slow time to first outreach. This automation sends intake emails, creates tracking rows, and calls a reusable intake sub-workflowβso your team can respond faster.
Facebook Lead Adsor swap with your favorite app
2.Sends email to intake aliases
Integrate Gmail and email routing tools to send intake and attorney alias messages with lead details and instructions.
Gmailor swap with your favorite app
3.Creates intake tracking row
Integrate Google Sheets and spreadsheet mapping to create a new row that logs timestamp, contacts, and case summary.
Google Sheetsor swap with your favorite app
4.Calls reusable intake sub-workflow
Integrate Sub-Zap by Zapier and workflow automation to call downstream routing or enrichment with normalized fields.
Sub-Zap by Zapieror swap with your favorite app
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Explore all legal intake management automations
Accelerate client intake with automated lead capture, matter routing, and intake alerts
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.
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