1.Captures new lead form submission
Integrate Facebook Lead Ads, social form fields, and lead extraction to capture submission data and map core fields to your lead board.
Create lead board items from social form submissions
Automatically capture new lead form submissions across Facebook Lead Ads and monday.com. Create and update lead board items when phone exists, normalize contact fields, and set status to New and category to Service inquiryβso you can avoid manual lead entry, reduce data cleanup, and speed estimator follow-up.
How this automation creates lead board items
When new Facebook lead form submissions arrive, missing phone numbers can stall estimator follow-up and waste review time. This automation captures submission fields, filters to phone-present leads, normalizes phone data, and creates lead board itemsβso your team can follow up faster.
Facebook Lead Adsor swap with your favorite app
2.Continues only when phone exists
Integrate Filter by Zapier, phone checks, and form validation to continue only for submissions that include a phone number.
Filter by Zapieror swap with your favorite app
3.Normalizes phone number format
Integrate Formatter by Zapier and phone normalization tools to format the phone field and map it to the phone column.
Formatter by Zapieror swap with your favorite app
4.Creates item on lead board
Integrate monday.com and lead-tracking boards to create a new lead item, set status to New, and set category to Service inquiry.
monday.comor swap with your favorite app
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Step 1
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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