1.Monitors new lead submissions
Integrate Facebook Lead Ads and lead capture tools to detect new lead submissions and prepare lead fields.
Add incoming ad leads to tracker and notify estimators
Automatically capture new ad lead submissions across Facebook Lead Ads and standardize lead fields with Formatter by Zapier. Create and update a shared tracker and notify estimators when project details landβso you can route follow-up without manual reporting or copy-paste work.
How this automation accelerates estimator follow-up
When new leads are submitted from ad forms, follow-up can slip and estimators can miss qualified projects. This automation formats lead details, sends estimator emails, and creates tracker rowsβso your team can act fast without manual spreadsheet updates.
Facebook Lead Adsor swap with your favorite app
2.Formats lead phone numbers
Integrate Formatter by Zapier and data formatting tools to format phone numbers and standardize key lead fields.
Formatter by Zapieror swap with your favorite app
3.Emails the estimator distribution list
Integrate Email by Zapier and email delivery tools to send outbound email to your estimator list with lead details.
Email by Zapieror swap with your favorite app
4.Creates a tracker spreadsheet row
Integrate Google Sheets and spreadsheet tools to create a row and record submission timestamp and source.
Google Sheetsor 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.
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Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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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