1.Captures new lead from lead form
Integrate Facebook Lead Ads (for Business admins), paid lead forms, and lead sources to detect new leads to start CRM setup.
Create CRM lead and notify location team instantly
Automatically monitor new lead submissions across Facebook Lead Ads and marketing and sales apps. Create and update CRM contacts, deals, and marketing subscribers, and notify local owners for faster follow-up when leads arrive without manual reporting and routing.
How this automation accelerates local lead follow-up
When new lead submissions come in, delays can slow outreach and reduce conversion. This automation formats names, creates contacts and deals, updates subscribers, and emails the location teamβso your team acts fast without manual lead routing.
Facebook Lead Ads (for Business admins)or swap with your favorite app
2.Splits full name fields
Integrate Formatter by Zapier, data mapping tools, and contact field utilities to format name parts to CRM-ready fields.
Formatter by Zapieror swap with your favorite app
3.Finds or creates contact
Integrate HubSpot, CRM contact records, and campaign fields to find or create contacts and assign an owner for the location.
HubSpotor swap with your favorite app
4.Creates and associates a deal
Integrate HubSpot, deals and pipelines, and deal association tools to create deals and link them to the contact.
5.Updates subscriber in list
Integrate Mailchimp, marketing lists, and audience merge fields to add or update subscribers for targeted follow-up.
Mailchimpor swap with your favorite app
6.Appends lead row for reporting
Integrate Google Sheets, worksheets, and reporting columns to append lead data rows for campaign tracking.
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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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