1.Catches new lead submission
Integrate Facebook Lead Ads and reporting templates to extract submission timestamp and answers, and to dedupe by submission ID.
Create leads from paid social forms into workbooks
Automatically monitor new lead submissions across Facebook Lead Ads and analytics workbooks. Create campaign and global workbook rows when new lead submission, qualifying answers, or duplicate submission IDβso you can normalize contacts, track attribution, and report outreach without manual spreadsheet entry.
How this automation creates lead records in your workbooks
When a new paid social form submission comes in, delays can break outreach timing and reporting accuracy. This automation catches each lead, formats the phone number, and adds rows to your campaign workbook and global leads workbookβso your team can follow up faster.
Facebook Lead Adsor swap with your favorite app
2.Normalizes phone number
Integrate Formatter by Zapier and data cleaning tools to normalize the phone number to E.164 format and clean whitespace.
Formatter by Zapieror swap with your favorite app
3.Adds campaign workbook row
Integrate Microsoft Excel and spreadsheet mapping to add a campaign workbook row with timestamps, contact fields, and qualification columns.
Microsoft Excelor swap with your favorite app
4.Adds global leads workbook row
Integrate Microsoft Excel and analytics workbooks to add a global leads workbook row with date, name, phone, email, and region tag.
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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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