1.Captures new lead form submission
Integrate Facebook Lead Ads to capture the new form submission, map response fields, and include a submission identifier to prevent duplicates.
Create intake and alert intake team from lead forms
Automatically capture new lead form submissions across Facebook Lead Ads. Get intake-ready contacts, mapped state and timezone, and inbox notificationsβso you can create records, prevent duplicates, and triage faster without manual follow-up.
How this automation accelerates your intake triage
When new lead form submissions arrive, intake teams face delays in reviewing and entering details. This automation captures fields and identifiers, enriches state and timezone, creates or updates contacts, posts intake records, and emails the intake inboxβso your team can respond faster.
Facebook Lead Adsor swap with your favorite app
2.Maps campaign to state and timezone
Integrate Formatter by Zapier and lookup table tools to map campaign reference to a state value and timezone label for downstream use.
Formatter by Zapieror swap with your favorite app
3.Adds or updates intake contact
Integrate LeadConnector and contact field mapping tools to map lead fields, set lead flags, add intake descriptors, and return a contact id.
LeadConnectoror swap with your favorite app
4.Posts to intake API endpoint
Integrate Webhooks by Zapier to post JSON with contact id, timezone, campaign reference, and key answers to your intake case endpoint.
Webhooks by Zapieror swap with your favorite app
5.Sends intake follow-up email
Integrate Email by Zapier and inbox notification tools to send an intake inbox summary and key form answers for immediate follow-up.
Email 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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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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