1.Catch new lead gen form responses
Integrate LinkedIn Ads to catch sponsored form submissions and map fields to contact details.
Add paid social leads to CRM and archive
Automatically monitor LinkedIn Ads new lead gen form responses across LinkedIn Ads and Salesforce. Create and update CRM contacts, format phone numbers, and archive every submissionβso you can route leads for timely follow-up without manual follow-up.
How this automation archives paid social lead data
When new lead gen form responses come in, delays can cost lead conversion and create messy CRM records. This automation catches responses in LinkedIn Ads, formats contact fields, archives submissions in Google Sheets, and upserts Salesforce contactsβso your team can follow up fast.
LinkedIn Adsor swap with your favorite app
2.Format and validate phone numbers
Integrate Formatter by Zapier and validation tools to format and validate the incoming phone field to a normalized value.
Formatter by Zapieror swap with your favorite app
3.Create spreadsheet row for archive
Integrate Google Sheets and spreadsheet reporting to add a row with submission date, contact fields, and paid social source.
Google Sheetsor swap with your favorite app
4.Upsert contact by email
Integrate Salesforce and CRM data tools to find a Contact by email and create or update program and campaign tags.
Salesforceor 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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