1.New Lead starts the workflow
Integrate Facebook Lead Ads and lead capture tools to trigger the workflow to collect new lead submissions.
Add new ad leads to lead sheet and notify agent
Automatically capture new lead submissions across Facebook Lead Ads, Formatter by Zapier, Storage by Zapier, Google Sheets, Synthflow AI, and WhatsApp Notifications. Create and update when new leads submitted, lead form entries come in, or lead details arriveβso you can normalize lead data, add sheet records, and notify the assigned agent without manual follow-up.
How this automation assigns advisors to new leads
When new lead submissions happen, delays can stall outreach and reduce conversion chances. This automation formats lead data and creates a lead sheet row, then generates an advisor briefing and sends a WhatsApp notificationβso your team can respond fast.
Facebook Lead Adsor swap with your favorite app
2.Normalizes lead submission data
Integrate Formatter by Zapier and data mapping tools to normalize lead fields to consistent name, phone, and date formats.
Formatter by Zapieror swap with your favorite app
3.Selects the next available advisor
Integrate Storage by Zapier and round-robin routing tools to read and increment a storage key to pick the next advisor.
Storage by Zapieror swap with your favorite app
4.Creates a row in the lead sheet
Integrate Google Sheets and spreadsheet automation to create a lead record by mapping formatted fields and the assigned agent.
Google Sheetsor swap with your favorite app
5.Generates a lead briefing
Integrate Synthflow AI and prompt tools to generate a short prep note from key submission fields for advisor outreach.
Synthflow AIor swap with your favorite app
6.Sends the WhatsApp lead message
Integrate WhatsApp Notifications and messaging templates to send the briefing to the normalized phone and reference the new sheet row.
WhatsApp Notificationsor 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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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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