1.Detects new lead submissions
Integrate Facebook Lead Ads, lead capture tools, and form fields to catch each new ad form submission and pull contact details.
Create CRM lead from ad form and notify inbox
Automatically catch new lead submissions across Facebook Lead Ads and normalize data with Formatter by Zapier. Create and update CRM records and send a sales summary when new lead arrives, contact fields appear, or metadata updatesβso you can route leads, qualify faster, and avoid manual follow-up.
How this automation accelerates your sales follow-up
When new lead submissions arrive, slow handoffs can cost qualified opportunities. This automation catches leads, normalizes contact fields, creates CRM accounts, and emails a sales-ready summaryβso your team can respond without waiting.
Facebook Lead Adsor swap with your favorite app
2.Normalizes phone and email
Integrate Formatter by Zapier, data cleaning tools, and email formatting to standardize phone and email for consistent CRM entries.
Formatter by Zapieror swap with your favorite app
3.Creates CRM account and lead
Integrate Sage Sales Management and CRM account tools to create the lead account, map fields, and add form-response notes.
Sage Sales Managementor swap with your favorite app
4.Sends lead summary to sales
Integrate Microsoft Outlook, notification tools, and sales inbox tools to send a lead summary email with account and campaign details.
Microsoft Outlookor swap with your favorite app
Automate your work, your way
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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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