1.Detect new lead submission
Integrate Facebook Lead Ads, lead form capture tools, and lead routing systems to start processing fresh submissions for enrollment.
Add qualified form leads into your marketing list
Automatically format and standardize new lead submissions across Facebook Lead Ads and marketing data sheets. Create and update when qualifying leads include email present, phone present, or program metadata matchesβso you can enroll prospects, enrich program fields, and update your marketing list without manual entry.
How this automation enriches and grows your marketing list
When new lead submissions come in unstandardized, your marketing list fills with inconsistent data and outreach slows down. This automation formats fields, enriches program metadata from a worksheet, and uses Pardot to find or create prospects and add them to your marketing listβso your team can enroll leads faster.
Facebook Lead Adsor swap with your favorite app
2.Normalize contact fields
Integrate Formatter by Zapier, contact formatting rules, and data cleanup tools to standardize phone, email, and name fields.
Formatter by Zapieror swap with your favorite app
3.Lookup program metadata
Integrate Google Sheets and sheet lookups to return program metadata and business line values from the configured worksheet.
Google Sheetsor swap with your favorite app
4.Qualify records by email or phone
Integrate Filter by Zapier and data validation checks to continue only when formatted email or phone exists for qualification.
Filter by Zapieror swap with your favorite app
5.Find or create and add to list
Integrate Pardot and prospect enrichment workflows to find or create prospects, update fields, and add them to the marketing list.
Pardotor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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Explore all lead generation automations
Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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.
See how teams are automating with Zapier (and loving it!)
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Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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