1.Captures new lead submission
Integrate Facebook Lead Ads and reporting systems to capture each new lead payload and map response fields to normalized lead data.
Add social ad leads to central lead sheet
Automatically capture new social lead form submissions across Facebook Lead Ads and analytics sources. Create and update lead records across campaign and global Excel workbooks when submissions arriveβso you can normalize contact fields, log timestamps, and centralize follow-up without manual spreadsheet work.
How this automation centralizes your social lead book
When new social lead submissions arrive, delayed entry can slow follow-up and cause missing context. This automation captures each lead, normalizes fields, and creates or updates campaign and global Excel rowsβso your team can act on every submission quickly.
Facebook Lead Adsor swap with your favorite app
2.Cleans and normalizes lead fields
Integrate Formatter by Zapier and data cleaning tools to format phone numbers to E.164, validate emails, and split name parts.
Formatter by Zapieror swap with your favorite app
3.Finds or creates campaign row
Integrate Microsoft Excel and spreadsheet lookup to find or create a row in the campaign workbook and write mapped columns and timestamps.
Microsoft Excelor swap with your favorite app
4.Appends to global leads workbook
Integrate Microsoft Excel and reporting tables to add a consolidated global lead row with essential normalized fields for follow-up.
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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.
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