1.Captures new lead submissions
Integrate Facebook Lead Ads and lead forms to catch incoming submission data and timestamp fields for the roster.
Add ad leads to a lead sheet and SMS alert
Automatically catch new lead submissions across Facebook Lead Ads and route them through lead roster updates in Microsoft Excel. Create and update when phone numbers are normalized, then send first-touch SMSβso you can add leads, reduce delivery issues, and act quickly without manual data entry.
How this automation accelerates lead follow-up
When new Facebook Lead Ads leads arrive, delays can cost early conversions. This automation normalizes phone numbers and adds leads to your workbook, then sends an SMS touchβso your team can follow up at the moment intent shows up.
Facebook Lead Adsor swap with your favorite app
2.Normalizes phone number format
Integrate Formatter by Zapier and formatting tools to normalize source phone to E.164 for reliable delivery.
Formatter by Zapieror swap with your favorite app
3.Adds lead row to workbook
Integrate Microsoft Excel and spreadsheet columns to add submission timestamp, name, email, answers, and normalized phone.
Microsoft Excelor swap with your favorite app
4.Sends first-touch SMS message
Integrate ClickSend SMS and SMS templates to send a personalized first-touch message to the normalized recipient.
ClickSend SMSor 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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