1.Captures new lead submission
Integrate Facebook Lead Ads and lead capture tools to capture submission metadata and answer fields to populate investor lead data.
Create investor contact and deal from lead form
Automatically capture new lead submissions across Facebook Lead Ads and analytics. Create and update investor contacts, apply tags, and open stage-appropriate deals when leads arriveβso you can notify owners and move investors forward without manual follow-up.
How this automation creates investor contacts and deals
When new Facebook Lead Ads submissions arrive, leads can stall while owners search, dedupe, and update records. This automation normalizes opt in details and investment tiers, creates or tags investor contacts, and finds or creates matching dealsβso your team can act fast.
Facebook Lead Adsor swap with your favorite app
2.Normalizes SMS opt-in and tiers
Integrate Code by Zapier and data transformation to normalize SMS consent and format the investment bracket to map tier values.
Code by Zapieror swap with your favorite app
3.Finds or creates contact
Integrate Follow Up Boss and CRM contact workflows to match by email and create investor contacts with mapped ad fields.
Follow Up Bossor swap with your favorite app
4.Adds campaign and ad tags
Integrate Follow Up Boss and attribution tagging to add configured ad and campaign tags to the contact to preserve source context.
5.Finds deal and creates if needed
Integrate Follow Up Boss and deal management to search for matching deals and create stage appropriate deals to assign ownership.
6.Notifies owner if deal exists
Integrate Email by Zapier and notification tools to alert the configured owner when a matching deal already exists to avoid duplicate outreach.
Email by Zapieror 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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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