1.Captures form submission lead
Integrate Facebook Lead Ads and lead capture tools to capture new form payloads to centralize lead data.
Create CRM lead and assign follow-up for ad opt-ins
Automatically capture new ad form submissions across Facebook Lead Ads and Close. Create and update when normalized contact details are ready, a CRM lead is created, and follow-up tasks are scheduledβso you can reach prospects fast, route leads to owners, and notify the team without manual follow-up.
How this automation accelerates lead follow-up
When ad form submission lands in your inbox, follow-up delays can reduce conversion rates. This automation captures form data, normalizes contact details, creates CRM leads and tasks, and sends a Slack summaryβso your team can respond while intent is fresh.
Facebook Lead Adsor swap with your favorite app
2.Normalizes contact fields
Integrate Formatter by Zapier and data cleaning tools to normalize phone numbers and standardize email casing to improve matching.
Formatter by Zapieror swap with your favorite app
3.Creates CRM lead record
Integrate Close and CRM workflows to map lead fields and create a lead, then return the lead ID and lead URL.
Closeor swap with your favorite app
4.Creates follow-up task
Integrate Close and task management tools to create a task, assign to the configured owner, and set a due date.
5.Posts lead notification to channel
Integrate Slack and team triage tools to send a channel message with lead details, the lead URL, and key qualifying answers.
Slackor swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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