1.Monitors new lead from form
Integrate Facebook Lead Ads and lead capture inputs to detect the submitted program lead payload and start enrollment processing.
Add submitted program leads to enrollment contact list
Automatically detect submitted program lead forms across Facebook Lead Ads and push them into your enrollment contact store. Create and update normalized enrollment contacts when lead submissions are captured, phone and name fields are provided, or program interest is includedβso you can normalize data, authenticate API access, and add contacts without manual list building.
How this automation creates enrollment contacts fast
When program leads arrive and stay unprocessed, advisors lose follow-up speed and data consistency. This automation captures lead submissions and normalizes fields, authenticates your enrollment API, and creates enrollment contactsβso your team can follow up promptly.
Facebook Lead Adsor swap with your favorite app
2.Captures lead submission payload
Integrate Facebook Lead Ads and lead form triggers to collect submitted fields so you can convert each program lead.
3.Normalizes phone and name fields
Integrate Formatter by Zapier and data formatting tools to normalize phone numbers to E.164 and split or normalize name data.
Formatter by Zapieror swap with your favorite app
4.Authenticates enrollment API access
Integrate Code by Zapier and secure credentials storage to authenticate the enrollment API and return a bearer token.
Code by Zapieror swap with your favorite app
5.Creates enrollment contact record
Integrate Code by Zapier and contact storage endpoints to post mapped fields and create or match an enrollment contact.
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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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