1.Detects new lead form submission
Integrate Facebook Lead Ads and lead capture forms to detect new submissions and start the lead workflow.
Create CRM lead and alert field sales from ad forms
Automatically monitor new leads from Facebook Lead Ads across Google Sheets, Close, and Google Chat. Create and update when lead submitted or new lead captured or form response receivedβso you can log submissions, upsert CRM leads, and notify field sales without manual follow-up.
How this automation speeds up field sales triage
When new lead submissions arrive from Facebook Lead Ads, delays can leave reps chasing contact info by hand. This automation logs submissions, finds or creates Close leads, and posts Google Chat alertsβso your team can respond fast.
Facebook Lead Adsor swap with your favorite app
2.Creates spreadsheet row with form fields
Integrate Google Sheets and reporting systems to create a row and map form submissions into columns for audit.
Google Sheetsor swap with your favorite app
3.Finds contacts by submission email
Integrate Close and CRM contact lookups to search by submission email and use phone as a secondary match.
Closeor swap with your favorite app
4.Creates or updates CRM lead record
Integrate Close and CRM lead management to create or update a lead and set lead source to ad platform and campaign.
5.Posts triage message to team room
Integrate Google Chat and team notification workflows to post a message with context and a lead link for fast action.
Google Chator 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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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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