1.Monitor new lead submissions
Integrate Facebook Lead Ads to detect new lead entries and route lead fields into the next steps.
When Facebook Lead Ads captures a new lead, delays happen because details wait for manual entry. This automation sends intake email, creates client and central worksheet rows, and calls a sub-zap for routingβso you can speed follow-up without chasing submissions.
Integrate Facebook Lead Ads to detect new lead entries and route lead fields into the next steps.
Integrate Gmail and notification tools to send a formatted intake email with mapped submitter and case details.
Integrate Google Sheets and spreadsheet reporting tools to add a new row in the client worksheet with timestamps and source fields.
Integrate Google Sheets and agency reporting tools to add a new row in the centralized social leads worksheet.
Integrate Sub-Zap by Zapier and automation workflows to call downstream routing with email, phone, date, source, and case summary.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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