1.Captures new lead submission
Integrate Facebook Lead Ads and reporting systems to capture each paid social form submission for CRM creation.
Add paid social leads to CRM and master tracker
Automatically add or update CRM opportunities from new leads across Facebook Lead Ads, LeadConnector, DripJobs, PostgreSQL, Google Sheets, and Slack. Create and update records, append a master tracker, and notify opsβso you can handle same-day triage without manual triage.
How this automation accelerates lead triage
When new paid social leads arrive, delays can slow coordination and create missed follow-ups. This automation adds or updates CRM opportunities and contacts, creates job lead records, logs submissions to a database and master sheet, and notifies the ops channelβso your team can triage fast.
Facebook Lead Adsor swap with your favorite app
2.Adds or updates opportunity
Integrate LeadConnector and CRM pipeline tools to map lead fields, set paid-social source, and assign opportunity stage.
LeadConnectoror swap with your favorite app
3.Creates a job lead
Integrate DripJobs and scheduling workflows to create a job lead record from contact, zipcode, and project details.
DripJobsor swap with your favorite app
4.Inserts database row
Integrate PostgreSQL and analytics tools to insert a lead row with timestamps for reporting and tracking.
PostgreSQLor swap with your favorite app
5.Appends master tracker row
Integrate Google Sheets and master tracking templates to append a row with lead and project summary fields.
Google Sheetsor swap with your favorite app
6.Sends ops channel message
Integrate Slack and notification workflows to post a lead summary with a master row reference for triage.
Slackor 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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