1.Monitors new lead submissions
Integrate Facebook Lead Ads and form capture tools to extract submission metadata and start the lead workflow.
Create lead record and log to sheet from form
Automatically monitor new lead submissions across Facebook Lead Ads and Microsoft Dynamics 365 CRM, Google Sheets, and MailUp. Send the outreach email list new lead alerts and keep a clean CRM record, so you can follow up without manual entry or sheet updates.
How this automation creates lead records and faster outreach
When new lead submissions arrive, manual triage can delay outreach and create duplicate records. This automation captures form lead data, finds or creates CRM leads and appends tracking rows and sends email alertsβso your team can follow up quickly.
Facebook Lead Adsor swap with your favorite app
2.Finds lead by email
Integrate Microsoft Dynamics 365 CRM and CRM lookup tools to find matching leads and avoid duplicates.
Microsoft Dynamics 365 CRMor swap with your favorite app
3.Creates new lead in CRM
Integrate Microsoft Dynamics 365 CRM and CRM contact fields to create a lead and map submission context to lead details.
4.Creates spreadsheet row
Integrate Google Sheets and reporting spreadsheets to append a normalized row with timestamps and key submission fields.
Google Sheetsor swap with your favorite app
5.Sends follow-up email
Integrate MailUp and email lists to send the configured message and notify the list for outreach.
MailUpor 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.
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