1.Catch incoming lead submission
Integrate Facebook Lead Ads and lead form data to catch each new lead submission and pull source fields to normalize contact inputs.
Create CRM lead from social lead forms by region
Automatically catch new lead submissions across Facebook Lead Ads and Perfex CRM. Route normalized regional leads into your CRMβso you can create CRM leads, assign regional owners, and reduce manual data entry when lead form submissions, leads captured, or new lead arrives.
How this automation routes leads to your CRM
When new lead submissions come in from Facebook Lead Ads, delays and data errors slow follow-up. This automation catches lead submissions, normalizes fields and routes by region, so your team can create CRM lead records with the right ownerβwithout manual entry.
Facebook Lead Adsor swap with your favorite app
2.Normalize lead contact fields
Integrate Formatter by Zapier and data cleanup tools to standardize phone formatting and map source fields to normalized contact values.
Formatter by Zapieror swap with your favorite app
3.Route leads by region
Integrate Paths by Zapier and regional routing rules to route leads to the correct regional owner and CRM field mappings.
Paths by Zapieror swap with your favorite app
4.Create lead record in CRM
Integrate Perfex CRM and CRM record tools to create a lead, set lead source and status, and assign the regional owner.
Perfex CRMor swap with your favorite app
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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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