1.Receives new lead form submissions
Integrate Facebook Lead Ads and social lead forms to receive raw lead data and campaign metadata for routing.
Create CRM lead and SMS contact from social leads
Automatically monitor new lead form submissions across Facebook Lead Ads, Salesforce, Zapier Tables, and Klaviyo. Create and update when lead details arriveβso you can create lead records, look up campaign references, and enroll SMS subscribers without manual data entry.
How this automation converts social leads into SMS and CRM
When social lead form submissions come in, untracked entries can slow outreach and waste ad spend. This automation creates lead records and updates SMS subscribersβso your team can follow up at the moment intent is highest.
Facebook Lead Adsor swap with your favorite app
2.Creates a CRM lead record
Integrate Salesforce and CRM assignment rules to create a new lead record by mapping source fields to lead fields.
Salesforceor swap with your favorite app
3.Finds matching course or campaign
Integrate Zapier Tables and lookup mappings to look up a campaign or product reference by ad or campaign name.
Zapier Tablesor swap with your favorite app
4.Adds or updates SMS subscribers
Integrate Klaviyo and SMS-enabled lists to add or update a subscriber with consent and custom ad properties.
Klaviyoor 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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