1.Receives new lead submission
Integrate Facebook Lead Ads and lead capture tools to receive new lead submissions for mapping and processing.
Create CRM leads from social form submissions instantly
Automatically capture new lead submissions across Facebook Lead Ads, Formatter by Zapier, Microsoft Excel, Zoho CRM, and Microsoft Outlook. Create and update when leads submitβso you can add CRM leads, log submissions, and send welcome emails without manual data entry.
How this automation accelerates your lead follow-up
When new lead submission comes in, manual capture can delay outreach and increase lead drop off. This automation formats phone numbers and logs each submission while creating or updating CRM leads and sending a welcome emailβso your team can respond without manual entry.
Facebook Lead Adsor swap with your favorite app
2.Formats phone number
Integrate Formatter by Zapier and data normalization tools to standardize the lead phone into a consistent format.
Formatter by Zapieror swap with your favorite app
3.Adds row to worksheet
Integrate Microsoft Excel and spreadsheet tracking to add a new row with name, formatted phone, email, form tag, and timestamp.
Microsoft Excelor swap with your favorite app
4.Find or create CRM lead
Integrate Zoho CRM and CRM record tools to find by email or create and map the lead details and source tag.
Zoho CRMor swap with your favorite app
5.Sends templated welcome email
Integrate Microsoft Outlook and email templating to send a welcome email to the lead email with next steps 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!)
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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
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
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Jacob Sirrs, Marketing Operations Specialist
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