1.Detect new lead submission
Integrate Facebook Lead Ads to watch for new lead submissions and use the incoming payload as the source record.
Add ad form lead to centralized leads workbook
Automatically capture new lead submissions across Facebook Lead Ads and standardize the phone and timestamp fields. Automatically create and update workbook rows when new leads submitβso you can route leads by center, speed follow-up, and keep agent handoffs consistent without manual workbook entry.
How this automation centralizes your lead workbook entries
When new ad form leads arrive, delays can break follow-up and duplicate intake. This automation captures lead submissions, normalizes phone and timestamps, and appends a clean row to Microsoft Excelβso your team can act faster on each lead.
Facebook Lead Adsor swap with your favorite app
2.Normalize lead phone
Integrate Formatter by Zapier and data cleansing tools to map lead phone into a formatted phone number and output normalized phone.
Formatter by Zapieror swap with your favorite app
3.Truncate submission timestamp
Integrate Formatter by Zapier and date formatting tools to convert submission timestamp into a short date time string and output normalized time.
4.Append lead row to worksheet
Integrate Microsoft Excel and spreadsheet tools to append a mapped row into your configured worksheet for immediate agent action.
Microsoft Excelor swap with your favorite app
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Explore all lead generation automations
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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