1.Monitor new lead form submissions
Integrate Facebook Lead Ads, lead capture tools, and campaign tracking to trigger on each new form submission and capture source fields.
When new lead form submissions arrive, delays can slow project intake and follow-up. This automation captures ad lead details, normalizes and filters them, and posts a structured intake recordβso your team can add leads to the project intake list quickly.
Integrate Facebook Lead Ads, lead capture tools, and campaign tracking to trigger on each new form submission and capture source fields.
Integrate Formatter by Zapier, data formatting tools, and contact mapping to format phone numbers and standardize name casing.
Integrate Filter by Zapier and dedupe logic to continue only when email or phone is present and not flagged as duplicates.
Integrate Webhooks by Zapier and CRM endpoints to POST mapped contact fields and an intake tag to your intake endpoint.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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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
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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
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.