1.Detect new lead form submission
Integrate Facebook Lead Ads and form field mapping tools to trigger lead capture and normalize source fields.
Create CRM contact and log social ad leads
Automatically capture new lead form submissions across Facebook Lead Ads and CRM logging tools. Create and update when qualifying leads arrive or start-term details change or program interest is selectedβso you can create contacts, standardize fields, and log campaign rows without manual data entry.
How this automation tracks your social ad leads
When new lead form submissions happen, lead details can sit unused and reporting gets delayed. This automation captures lead fields and parses entry terms, then creates CRM contacts and logs accepted leads to a shared spreadsheetβso your team can track performance quickly.
Facebook Lead Adsor swap with your favorite app
2.Filter qualifying lead records
Integrate Filter by Zapier and validation rules to continue only for qualifying program leads or form variants.
Filter by Zapieror swap with your favorite app
3.Parse entry term into year and season
Integrate AI by Zapier and parsing tools to split the entry term into Entry Year and Season.
AI by Zapieror swap with your favorite app
4.Lookup normalized program label
Integrate Formatter by Zapier and lookup mapping to standardize program interest into a normalized program name.
Formatter by Zapieror swap with your favorite app
5.Create CRM contact by email match
Integrate Salesforce and CRM matching to create a contact record using email and mapped lead fields.
Salesforceor swap with your favorite app
6.Append lead row to campaign sheet
Integrate Google Sheets and spreadsheet logging tools to create a worksheet row with lead and parsed start data.
Google Sheetsor swap with your favorite app
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Explore all lead generation automations
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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Allen Lai, Head of Customer Experience
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