1.New lead form submission
Integrate Facebook Lead Ads, lead capture tools, and form workflows to detect and trigger new lead intake.
Create CRM lead and project item from ad form
Automatically monitor new lead form submissions across Facebook Lead Ads, Formatter by Zapier, SubcontractorHub, Google Sheets, monday.com, and Gmail. Create and update CRM records when email match missing, postal code captured, or leads submit a formβso you can create contacts, log rows, and notify teams without manual lead entry.
How this automation creates qualified CRM leads
When new lead form submissions come in, leads can get missed and pipelines stall. This automation formats lead fields, creates CRM leads and monday.com items, and logs each submissionβso your team can act fast.
Facebook Lead Adsor swap with your favorite app
2.Split Name and map fields
Integrate Formatter by Zapier and data formatting tools to split submitted names to first and last fields.
Formatter by Zapieror swap with your favorite app
3.Create lead in CRM
Integrate SubcontractorHub and contact management to create a new CRM lead with mapped details and ad metadata.
SubcontractorHubor swap with your favorite app
4.Add row to worksheet
Integrate Google Sheets and reporting systems to add a new spreadsheet row with source fields and a timestamp.
Google Sheetsor swap with your favorite app
5.Create item for operations
Integrate monday.com and task tracking to create a new project item and set initial new lead status.
monday.comor swap with your favorite app
6.Send internal notification email
Integrate Gmail and email notifications to send an internal alert with contact details and links to created records.
Gmailor 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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