1.Captures new lead submission
Integrate Facebook Lead Ads and intake mapping tools to capture lead fields and map submission details to your workflow payload.
Add new shopper leads and send welcome email
Automatically monitor new lead submissions across Facebook Lead Ads. Create and update intake records and send welcome emails when leads are captured, deduped, or fail lookupβso you can reduce manual follow-up and start onboarding faster.
How this automation accelerates your welcome onboarding
When new shopper leads submit forms, delays can stall onboarding and confuse coordinators. This automation captures lead data, deduplicates intake rows, and sends a welcome emailβso your team can onboard right away.
Facebook Lead Adsor swap with your favorite app
2.Finds matching intake row
Integrate Google Sheets and spreadsheet lookup tools to find an intake row by email or phone and detect duplicates.
Google Sheetsor swap with your favorite app
3.Creates intake row
Integrate Google Sheets and spreadsheet writing tools to create a new intake row when no match is found.
4.Sends onboarding email
Integrate Microsoft Outlook and email templating tools to send a welcome email with onboarding details and next steps.
Microsoft Outlookor 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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