1.Catches new lead submissions
Integrate Facebook Lead Ads and form submission tools to catch each new lead and pull submission metadata to centralize lead capture.
Add ad form leads to shared prospect workbook
Automatically catch Facebook ad form lead submissions across Facebook Lead Ads and Microsoft Excel. Route qualifying leads and post CRM payloads when submission IDs arrive, ad form entries submit, or metadata shiftsβso you can log workbook rows, map project tags, and avoid manual spreadsheet updates.
How this automation routes new leads to the right CRM endpoint
When new ad form lead submissions arrive, leads can get delayed and fall through cracks. This automation catches submissions, maps project tags and logs rows, and routes qualifying records to your CRMβso your team can respond faster.
Facebook Lead Adsor swap with your favorite app
2.Looks up project tag mapping
Integrate Formatter by Zapier and mapping tables to translate campaign values into a project tag output to standardize routing codes.
Formatter by Zapieror swap with your favorite app
3.Appends lead fields to workbook
Integrate Microsoft Excel and spreadsheet tables to map form fields into workbook columns and add a new row to log central leads.
Microsoft Excelor swap with your favorite app
4.Filters qualifying project tags
Integrate Filter by Zapier and decision rules to continue only for qualifying records based on lookup and project tag selection.
Filter by Zapieror swap with your favorite app
5.Posts lead payload to CRM
Integrate Webhooks by Zapier and CRM endpoints to post a JSON payload with mapped contact and campaign fields using submission ID as dedupe.
Webhooks by Zapieror 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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