1.Captures new lead submissions
Integrate Facebook Lead Ads and analytics tools to capture each new lead submission payload with name, email, and ad metadata to hand off leads.
Create complete candidate records from ad form submissions
Automatically monitor new lead submissions across Facebook Lead Ads and Parse name and contact details with Formatter by Zapier. Create complete candidate records by finding duplicates, adding internal notes with ad metadata, and updating recruiter-ready fieldsβso you can avoid manual data entry.
How this automation builds complete candidate records
When new lead submissions come in from ad forms, delays can break recruiter handoff. This automation captures lead payloads, splits names, checks duplicates, and creates candidates with internal ad notesβso your team can respond faster.
Facebook Lead Adsor swap with your favorite app
2.Splits full name and normalizes phone
Integrate Formatter by Zapier and data parsing tools to split the submitted full name into first and last, and to standardize phone numbers.
Formatter by Zapieror swap with your favorite app
3.Finds candidate by email
Integrate Recruit CRM and CRM lookup tools to find an existing candidate by email and avoid duplicates before creating a record.
Recruit CRMor swap with your favorite app
4.Adds candidate record when no match
Integrate Recruit CRM and data mapping tools to create a candidate record with first name, last name, email, phone, and ad form source.
5.Adds internal note with ad metadata
Integrate Recruit CRM and note management tools to attach an internal note with ad name, platform, submission time, and qualification answers.
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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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