1.Detect new ad-form lead submissions
Integrate Facebook Lead Ads and intake intake form data to route the submission to your legal workflow.
Notify legal intake team of new ad lead form submission
Automatically monitor new ad lead form submissions across Facebook Lead Ads and Gmail. Send each qualifying submission to your legal intake inbox and log a tracking rowβso you can notify intake, capture triage context, and prevent manual follow-up without paperwork.
How this automation accelerates your intake triage
When new ad lead form submissions arrive, legal intake teams face delays in routing and tracking entries. This automation sends intake emails and creates tracking rows so your team can triage fasterβwithout manual spreadsheet updates.
Facebook Lead Adsor swap with your favorite app
2.Send intake notification email
Integrate Gmail and email templating tools to send each lead to your legal intake address with mapped form answers.
Gmailor swap with your favorite app
3.Create tracking spreadsheet row
Integrate Google Sheets and reporting tools to log contact details, timestamps, and answers in your intake worksheet.
Google Sheetsor swap with your favorite app
4.Send urgent priority email
Integrate Gmail and conditional logic tools to add a priority flag and map qualifying answers for urgent follow-up.
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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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