1.Receives new lead submission
Integrate Facebook Lead Ads and mapping fields to capture the form data and campaign identifier for lead creation.
When paid social submissions land with unclear postal codes, bad records can clutter your CRM and slow campaign attribution. This automation validates postal codes and creates Salesforce leads and campaign membership, or logs invalid submissions for ops reviewβso your team can act fast.
Integrate Facebook Lead Ads and mapping fields to capture the form data and campaign identifier for lead creation.
Integrate Google Sheets and reference sheets to look up the mapped postal code and confirm validity.
Integrate Filter by Zapier to continue only when the lookup returns a match and route the rest to review.
Integrate Salesforce to create a lead with Social Media as the lead source and the configured campaign tag.
Integrate Salesforce to add the created lead to the configured campaign membership using the created lead ID.
Integrate Google Sheets to create a spreadsheet row in the invalid leads worksheet for manual review.
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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