1.Detects new lead from form submission
Integrate Facebook Lead Ads and lead-capture data to detect new form submissions to qualify leads for routing.
Add monthly social lead form submissions to spreadsheet rows
Automatically monitor new form submissions in Facebook Lead Ads across marketing and ops tools. Automatically add qualifying leads to the right monthly spreadsheet and email marketing ops when new lead data arrivesβso you can respond fast without manual spreadsheet updates.
How this automation speeds up lead follow-up
When new lead form submission happens, delays can cause missed follow-up opportunities. This automation filters qualifying submissions and appends month-matched rows in Excel and sends internal email alertsβso your team can contact leads quickly without manual data entry.
Facebook Lead Adsor swap with your favorite app
2.Filters to qualifying submissions
Integrate Filter by Zapier and mapping rules to continue only for qualifying records based on the selected form source.
Filter by Zapieror swap with your favorite app
3.Extracts month key from timestamp
Integrate Formatter by Zapier and date formatting to extract a month key from the submission timestamp for worksheet routing.
Formatter by Zapieror swap with your favorite app
4.Appends lead row to monthly sheet
Integrate Microsoft Excel and spreadsheet workflows to add structured contact fields into the month-matched worksheet.
Microsoft Excelor swap with your favorite app
5.Sends internal follow-up email
Integrate Gmail and notification email workflows to send contact details and the worksheet link for immediate follow-up.
Gmailor swap with your favorite app
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Add 5-day challenge opt-ins to your marketing database
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Add abandoned application emails to your lead list
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Add abandoned cart contacts to configured lead list
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Add abandoned cart contacts to your tracking list
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Add abandoned cart leads to central tracking sheet
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Add abandoned checkout leads to marketing contacts list
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Add abandoned checkout leads to nurture list quickly
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Add abandoned checkout leads to your campaign instantly
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Add abandoned payment form entries to lead list
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Add abandoned video viewers to a central tracking sheet
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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.
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Allen Lai, Head of Customer Experience
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