1.Captures new lead submission
Integrate Facebook Lead Ads and lead capture forms to capture the incoming form event and pass submission fields to create leads.
Create CRM leads and send immediate outreach messages
Automatically capture new lead form submissions across Facebook Lead Ads. Create CRM leads in Close and trigger queued SMS and email outreach with form context so sales can act fast.
How this automation accelerates your follow-up
When new lead form submissions land in Facebook Lead Ads, slow handoffs can stall outreach and waste conversions. This automation creates CRM leads, sends queued SMS and emails, and adds lead notesβso your team can follow up immediately.
Facebook Lead Adsor swap with your favorite app
2.Creates CRM lead record
Integrate Close and CRM mapping tools to map name, email, phone, and form context and return a created lead id.
Closeor swap with your favorite app
3.Queues SMS outreach message
Integrate Close and SMS messaging tools to map the recipient phone and send a templated SMS queued from your configured sender number.
4.Sends email and adds note
Integrate Close and email templates to send a templated email and create a lead note with plain-text form context.
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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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