1.Catches new lead submissions
Integrate Facebook Lead Ads and lead capture workflows to catch new lead details for downstream processing.
Add form leads to CRM and master sheet
Automatically monitor new lead submissions across Facebook Lead Ads and lead sheets in Google Sheets. Create spreadsheet rows, add customer and conversion records, and email owners for every new leadβso you can complete manual follow-up without delays.
How this automation accelerates your lead follow-up
When new leads are submitted from a social form, delays can break conversion timing and waste outreach. This automation catches new leads, appends them to master sheets, creates customer and conversion records, and emails ownersβso your team can respond immediately.
Facebook Lead Ads (for Business admins)or swap with your favorite app
2.Creates master worksheet row
Integrate Google Sheets and spreadsheet mapping tools to create a master leads row from form fields.
Google Sheetsor swap with your favorite app
3.Creates practice backup row
Integrate Google Sheets and reporting views to replicate mapped fields into a practice level master worksheet backup.
4.Creates customer record
Integrate Birdeye and customer record fields to create a customer entry with source context for each lead.
Birdeyeor swap with your favorite app
5.Creates marketing analytics lead
Integrate WhatConverts and conversion logging tools to create a lead for marketing analytics without notifications by default.
WhatConvertsor swap with your favorite app
6.Sends outbound owner email
Integrate Email by Zapier and notification lists to send an owner alert with contact details and received time.
Email by Zapieror 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
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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