1.Captures new lead submission
Integrate Facebook Lead Ads and lead capture forms to capture incoming submission fields and map name, phone, email, and location to ready CRM values.
Create CRM-ready social leads with clean contact data
Automatically capture new lead submissions across Facebook Lead Ads, Salesforce, and Google Sheets. Create and update CRM-ready records when lead form submissions, phone field filled, or email submittedβso you can parse contact data, normalize fields, and append reporting rows without manual data entry.
How this automation creates CRM-ready social leads
When new lead submissions land, manual validation can delay outreach and cause messy CRM records. This automation parses and formats contact fields, filters qualifying leads, and creates a Salesforce Lead and a Google Sheets rowβso your team can respond with clean data.
Facebook Lead Adsor swap with your favorite app
2.Parses lead text for ZIP and email
Integrate AI by Zapier and email validation tools to parse lead text, extract ZIP to postal code, and filter the email for provider domains.
AI by Zapieror swap with your favorite app
3.Normalizes contact fields
Integrate Formatter by Zapier and data formatting tools to format phone to E.164, normalize school and age text, and map outputs to standardized fields.
Formatter by Zapieror swap with your favorite app
4.Gates qualifying leads
Integrate Filter by Zapier and review workflows to continue only when the filtered email provider passes or required fields are present.
Filter by Zapieror swap with your favorite app
5.Creates a CRM lead record
Integrate Salesforce and CRM tools to create a Lead with contact details, postal code, and campaign metadata in the configured stage.
Salesforceor swap with your favorite app
6.Appends a reporting row
Integrate Google Sheets and reporting systems to append the same normalized fields as a new row for lead tracking.
Google Sheetsor swap with your favorite app
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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.
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