1.Catches new lead form submissions
Integrate Facebook Lead Ads, lead form mapping, and source field extraction to pass raw submission fields into your workflow.
Create enriched lead records and send timely follow-ups
Automatically capture new lead form submissions across Facebook Lead Ads and enrich their details. Create and update Salesforce leads and merge school tags when paid social leads submit qualifying messages, so you can personalize outreach, route tour requests, and update records without manual follow-up.
How this automation enriches your lead records
When new lead form submissions arrive, manual cleanup delays outreach and tour follow-up. This automation captures paid social signals and enriches them, then creates or updates Salesforce leads and sends conditional emails and alerts—so your team can respond faster.
Facebook Lead Adsor swap with your favorite app
2.Finds or creates lead records
Integrate Salesforce, CRM lookups, and contact creation to search by email and create a lead when no match exists.
Salesforceor swap with your favorite app
3.Merges school tag values
Integrate Code by Zapier, school tag rules, and multi-select formatting to append school tags and produce a merged schools value.
Code by Zapieror swap with your favorite app
4.Updates enriched lead details
Integrate Salesforce and lead normalization tools to update the lead record with normalized fields and merged school tags.
5.Sends follow-up and tour alerts
Integrate Email by Zapier and notification routing to send conditional outreach and alert the tours inbox for tour requests.
Email by Zapieror swap with your favorite app
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Strengthen lead quality with automated profile updates, field completion, and qualification routing
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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