1.Monitors new paid social study leads
Integrate Facebook Lead Ads and lead capture tools to trigger workflow when a new study form lead is submitted.
Add paid social study leads to recruitment intake spreadsheet
Automatically capture new paid social study leads across Facebook Lead Ads and outreach tools. Automatically record recruitment sheet entries and notify the research team when study form submits, eligibility answers confirm, or leads enter the pipelineβso you can reduce manual follow-up, speed up recruiter review, and send timely acknowledgements without manual paperwork.
How this automation accelerates recruitment follow-up
When a new paid social study form submits, leads can wait and recruiters miss the timing. This automation captures submissions and adds them to your recruitment worksheet, then notifies your team and sends outreachβso your team can respond fast.
Facebook Lead Adsor swap with your favorite app
2.Adds row to recruitment sheet
Integrate Microsoft Excel and spreadsheet mapping tools to add lead fields into your recruitment worksheet.
Microsoft Excelor swap with your favorite app
3.Sends internal alert email
Integrate Microsoft Outlook and email routing tools to notify your research inbox with mapped lead details.
Microsoft Outlookor swap with your favorite app
4.Sends thank-you email to lead
Integrate Microsoft Outlook and templated email tools to acknowledge submitters and reference expected follow-up timing.
5.Sends SMS outreach message
Integrate SimpleTexting and SMS messaging tools to send personalized lead text with call time request and opt-out.
SimpleTextingor 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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