1.Monitors new lead submissions
Integrate Facebook Lead Ads and lead capture forms to capture incoming lead submission data for downstream automation.
Create client and schedule job from ad lead
Automatically capture new lead submissions across Facebook Lead Ads and Jobber. Create and update when lead submission arrives, form response comes in, or new lead submittedβso you can create client records, schedule-ready job requests, and notify your team without manual data entry.
How this automation accelerates your lead follow-up
When new lead submission comes in, delays can stall scheduling-ready work and create extra manual work. This automation creates a client, builds a Jobber job request, and updates contacts and Slack alertsβso your team can follow up fast.
Facebook Lead Adsor swap with your favorite app
2.Creates new client records
Integrate Jobber and customer record tools to create client records and map lead fields for the new client.
Jobberor swap with your favorite app
3.Creates job and work requests
Integrate Jobber and scheduling tools to create job requests, map services and property details, and set a job stage.
4.Creates or updates accounting contacts
Integrate Xero and invoicing contact fields to create or update accounting contacts and map details for invoicing.
Xeroor swap with your favorite app
5.Creates Google Contacts entries
Integrate Google Contacts and contact grouping tools to create contact records and add them to a configured group.
Google Contactsor swap with your favorite app
6.Sends lead summary to Slack
Integrate Slack and team notification tools to send a compact lead summary and link to the Jobber job request.
Slackor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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