1.Detects new lead submissions
Integrate Facebook Lead Ads, lead capture tools, and routing context to detect new leads and trigger downstream processing.
Create CRM lead and assign partner from form
Automatically monitor new lead submissions across Facebook Lead Ads and Normalize contact data across lead workflows. Create and update when emails are normalized, leads are matched or created, and partners are selectedβso you can back up submissions, assign follow-up work, and update CRM fields without manual follow-up.
How this automation assigns partner leads
When new leads arrive but lead data is inconsistent, partner routing breaks and follow-up gets delayed. This automation normalizes fields, backs up submissions, selects an active partner, and ensures the lead exists in your CRMβso your team can respond fast.
Facebook Lead Adsor swap with your favorite app
2.Normalizes contact fields
Integrate Formatter by Zapier and data cleanup tools to format phone, standardize email domains, and split names for CRM-ready fields.
Formatter by Zapieror swap with your favorite app
3.Backs up lead submission
Integrate Google Sheets and reporting systems to add an audit row mapping timestamps and lead details to columns.
Google Sheetsor swap with your favorite app
4.Selects active partner and updates counter
Integrate Zapier Tables and lead routing rules to query active partners, choose an assignee, and increment the partner counter.
Zapier Tablesor swap with your favorite app
5.Finds lead by email and updates custom fields
Integrate Close and CRM search tools to find leads by normalized email and update configured custom fields.
Closeor swap with your favorite app
6.Creates or updates lead and follow-up task
Integrate Close and task management tools to create or update the lead and create a partner assigned follow-up task.
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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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