1.Detects new lead submissions
Integrate Facebook Lead Ads, lead form ingestion, and analytics tools to trigger the capture of paid lead submissions into your workflow.
Create client and work request from paid leads
Automatically capture new lead submissions across Facebook Lead Ads and lead operations tools. Create and update a client, job request, and master lead row when new paid leads arrive, contact fields are present, or lead timestamps changeβso you can schedule follow-up, notify operations, and report without manual data entry.
How this automation creates client jobs from paid leads
When new paid leads land but fields stay inconsistent, follow-up scheduling slips and ops loses time. This automation normalizes timestamps, searches and creates Jobber jobs, then inserts lead rows and emails operationsβso your team can respond fast.
Facebook Lead Adsor swap with your favorite app
2.Normalizes lead created timestamps
Integrate Formatter by Zapier and timezone tools to format the lead created timestamp into a readable local date for records.
Formatter by Zapieror swap with your favorite app
3.Finds existing client matches
Integrate Jobber and contact matching tools to search by email and phone, then continue for qualifying client records.
Jobberor swap with your favorite app
4.Creates linked job requests
Integrate Jobber and project intake tools to create an initial job request linked to the client and map job notes.
5.Creates lead record in master table
Integrate Zapier Tables and reporting tools to insert a new lead row with contact fields, campaign metadata, and the Jobber job ID.
Zapier Tablesor swap with your favorite app
6.Sends internal operations notification
Integrate Email by Zapier and notification tools to email operations the formatted date, client details, notes, and job reference.
Email by Zapieror swap with your favorite app
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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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