1.Captures new lead submission
Integrate Facebook Lead Ads and lead capture forms to watch for new lead submissions to trigger member lead capture.
Add ad form leads to membership CRM and sheet
Automatically monitor Facebook Lead Ads form submissions across Referrizer, Twilio, and Google Sheets. Create or update membership contacts, send internal SMS alerts, and append lead rowsβso you can protect follow-up without manual reporting.
How this automation accelerates lead capture for membership
When new lead submission data hits the system, delays can cause missed member sign ups. This automation creates or updates membership contacts and sends SMS alerts and appends lead rowsβso your team can respond without manual reporting.
Facebook Lead Adsor swap with your favorite app
2.Creates or updates membership contact
Integrate Referrizer and membership CRM fields to map ad form data and to create or update membership contacts.
Referrizeror swap with your favorite app
3.Sends internal SMS alert
Integrate Twilio and notification tools to send an SMS alert to an internal number with submission details.
Twilioor swap with your favorite app
4.Adds lead row for reporting
Integrate Google Sheets and spreadsheet reporting to append a row for timestamp, contact details, and reporting flags.
Google Sheetsor swap with your favorite app
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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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