1.Captures new lead form submission
Integrate Facebook Lead Ads and ad tracking tools to capture incoming fields and map them into a lead payload.
Add new ad leads to backup sheet and notify agent
Automatically capture new lead form submissions across Facebook Lead Ads and your marketing stack. Create and update records and notify agents when form fields validate, lead duplicates appear, or ad metadata matchesβso you can log backup rows, sync CRM contacts, and alert the team without manual data entry.
How this automation accelerates lead response
When new lead form submissions arrive and agent follow-up depends on manual copying, opportunities can slip. This automation captures lead data and logs it and notifies agentsβso your team can respond faster with complete records.
Facebook Lead Adsor swap with your favorite app
2.Checks lead form type
Integrate Filter by Zapier and validation rules to continue only for the configured lead form type.
Filter by Zapieror swap with your favorite app
3.Finds contact by email
Integrate HubSpot and CRM enrichment tools to find or create contacts by email and return a contact ID.
HubSpotor swap with your favorite app
4.Creates backup worksheet row
Integrate Google Sheets and spreadsheet formatting tools to create a backup row with lead fields and contact ID.
Google Sheetsor swap with your favorite app
5.Sends SMS to assigned agent
Integrate RingCentral and messaging tools to send an SMS with a lead summary and a backup link placeholder.
RingCentralor swap with your favorite app
6.Sends confirmation email
Integrate SendGrid and email templating tools to send a confirmation message to the lead when enabled.
SendGridor 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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