1.Monitors new lead submissions
Integrate Facebook Lead Ads and lead form fields to capture each submission and normalize the core lead details.
Create CRM leads and broker rows from form submissions
Automatically pull new lead submissions across Facebook Lead Ads into your lead routing stack. Automatically create CRM records, create master spreadsheet rows, and route broker assignments when new lead submission, campaign metadata updates, or broker allocation is provided β so you can protect follow-up, reduce manual logging, and assign leads fast without manual paperwork.
How this automation creates leads in CRM faster
When new Facebook lead submissions arrive and broker details vary, leads can stall in inboxes and spreadsheets. This automation pulls lead fields, posts them to a CRM webhook, creates master and broker sheet rowsβso your team can follow up quickly.
Facebook Lead Adsor swap with your favorite app
2.Posts lead data to CRM webhook
Integrate Webhooks by Zapier and CRM endpoints to map lead fields and send them to your CRM webhook.
Webhooks by Zapieror swap with your favorite app
3.Creates master leads worksheet row
Integrate Google Sheets and spreadsheet mapping tools to create a master leads row with timestamps and broker identifiers.
Google Sheetsor swap with your favorite app
4.Routes to broker worksheet row
Integrate Paths by Zapier and Google Sheets to route each lead to the right broker worksheet row and default path.
Paths by Zapieror swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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.
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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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