1.Detect new lead submission
Integrate Facebook Lead Ads and form capture tools to pull new lead fields and prepare contact details to trigger CRM creation.
Create CRM lead from ad form and log
Automatically catch new lead submissions across Facebook Lead Ads and lead management tools. Create and update when new lead submitted or form answers captured or phone number receivedβso you can create CRM leads, log review rows, and email alerts without manual entry.
How this automation converts ad leads into CRM records
When new lead submissions arrive, delays can cause missed follow-ups and lower conversion. This automation formats contact fields and creates CRM leads and review rowsβso your team can respond faster with complete data.
Facebook Lead Adsor swap with your favorite app
2.Format phone number input
Integrate Formatter by Zapier and data formatting tools to standardize the phone field into a consistent format to improve CRM accuracy.
Formatter by Zapieror swap with your favorite app
3.Create CRM lead record
Integrate Webtiv and CRM record tools to map contact fields and create a new lead record to capture prospect details.
Webtivor swap with your favorite app
4.Add lead review spreadsheet row
Integrate Google Sheets and reporting tools to append a reviewable row with campaign and submission details to track new leads.
Google Sheetsor swap with your favorite app
5.Notify assigned agent by email
Integrate Gmail and team inboxes to send an alert with name, phone, email, and a CRM link to notify the assigned owner.
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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