1.Detect new lead form payload
Integrate Facebook Lead Ads and lead capture inputs to receive the lead payload and map fields to contact data.
Add new lead form contacts to master leads list
Automatically capture new lead form submissions across Facebook Lead Ads and Zapier Tables. Post qualifying leads to your telemarketing endpoint and create master lead records when rankings shift, contacts activate, or duplicates appearβso you can reduce data entry, prevent duplicates, and forward the right leads without manual duplicate checking.
How this automation qualifies and forwards leads
When paid social leads arrive but duplicates and disallowed carrier entries slip through, teams lose time and follow-up opportunities. This automation receives Facebook Lead Ads leads, checks match status and qualification rules, creates master lead rows, and posts qualifying leads to your endpointβso your team can act fast.
Facebook Lead Adsor swap with your favorite app
2.Find record by phone number
Integrate Zapier Tables and analytics tools to search your master leads table by phone number and return match status.
Zapier Tablesor swap with your favorite app
3.Qualifies leads using exclusion rules
Integrate Filter by Zapier and validation rules to continue only when no match exists and carrier eligibility and required fields pass.
Filter by Zapieror swap with your favorite app
4.Create master lead record
Integrate Zapier Tables and crm table tools to create a new row mapping name, phone, source tags, carrier notes, and opt-in.
5.Posts lead payload to endpoint
Integrate Webhooks by Zapier and endpoint tools to POST name, phone, and carrier notes with a source tag for tracking.
Webhooks by Zapieror swap with your favorite app
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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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