1.Captures new lead submissions
Integrate Facebook Lead Ads and social lead form inputs to capture submission details to build new lead context.
Create customer record from social lead and email
Automatically monitor new lead submissions across Facebook Lead Ads and lead tools. Send templated intro emails, create Square customer records, and add contacts to your outreach group when social ad signups complete or lead form submissions arrive or instant forms submitβso you can reply without manual follow-up.
How this automation accelerates social lead follow-up
When new leads submit through Facebook Lead Ads, delayed response can hurt conversion rates. This automation formats details and automates outreachβso your team can follow up while interest is fresh.
Facebook Lead Adsor swap with your favorite app
2.Splits and parses name fields
Integrate Formatter by Zapier and data parsing tools to split the full name and parse submission fields to prepare customer names.
Formatter by Zapieror swap with your favorite app
3.Creates the customer record
Integrate Square and customer profile tools to create a new customer using parsed given and family name to store lead details.
Squareor swap with your favorite app
4.Adds customer to outreach group
Integrate Square and outreach group tools to add the created customer ID to the configured outreach cohort to grow your contact list.
5.Sends welcome email to new customers
Integrate Gmail and email templates to send a templated intro email with a personalized greeting and interest to start follow-up.
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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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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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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