1.Catches new lead submission
Integrate Facebook Lead Ads to catch the new lead submission and pass the payload into your workflow.
Create CRM lead and send booking email from ad
Automatically catch new lead submissions across Facebook Lead Ads, Gmail, and Follow Up Boss. Send booking invitations, create CRM inquiry records, and assign collaborators when new lead submitted, lead details arrive, or property inquiry receivedβso you can reduce follow-up delays without manual routing.
How this automation accelerates booking follow-up
When new lead submissions arrive from ad forms but stay unprocessed, leads can wait and opportunities slip. This automation sends booking emails, creates inquiry and contact records, and adds collaboratorsβso your team can follow up quickly.
Facebook Lead Adsor swap with your favorite app
2.Sends booking invitation email
Integrate Gmail and email template tools to send a booking invitation email to the prospect immediately.
Gmailor swap with your favorite app
3.Creates inquiry and contact
Integrate Follow Up Boss and CRM routing tools to create the inquiry and contact, with property and campaign tags.
Follow Up Bossor swap with your favorite app
4.Assigns collaborators to lead
Integrate Follow Up Boss to add configured collaborators so listing brokers receive access and notification.
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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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