1.Monitors instant form submissions
Integrate Facebook Lead Ads, lead tracking tools, and CRM intake workflows to capture new instant submissions to trigger lead capture.
Create CRM leads, add to sheet, send follow-up notice
Automatically capture instant-form submissions across Facebook Lead Ads and log them in Google Sheets. Enrich with estimated net worth, create Salesforce leads, and send rep follow-up emailsβso you can scale outreach, track submissions, and avoid manual lead entry without reporting delays.
How this automation accelerates lead outreach
When instant-form submissions come in, delays can cost timely outreach and missed pipeline starts. This automation captures submissions, enriches them, creates Salesforce leads, logs to Google Sheets, and notifies repsβso your team can follow up fast.
Facebook Lead Adsor swap with your favorite app
2.Creates spreadsheet row for reporting
Integrate Google Sheets and reporting spreadsheets to create a row with timestamps, contact fields, and campaign identifiers to log submissions.
Google Sheetsor swap with your favorite app
3.Finds estimated net worth value
Integrate Zapier Tables and enrichment mapping tools to find a matching record and return an estimated net worth to enrich lead data.
Zapier Tablesor swap with your favorite app
4.Creates CRM lead records
Integrate Salesforce and CRM lead setup tools to create a Lead with source, status, and the estimated value to store enriched leads.
Salesforceor swap with your favorite app
5.Sends rep follow-up email
Integrate Gmail and sales outreach emails to send a concise lead summary to the configured rep to notify sales instantly.
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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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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.
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Rishi Shah, CEO and Co-Founder
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