1.Monitor new lead ad submissions
Integrate Facebook Lead Ads and conversion forms to catch each new lead ad submission and trigger downstream steps.
Create new lead card from ad submissions instantly
Automatically catch new lead submissions across Facebook Lead Ads and filter to qualifying entries. Automatically create intake records in monday.com, attach collateral from Google Drive, and send emails with Outlookβso you can follow up without manual lead processing.
How this automation turns ad leads into booked follow-up
When new ad form submissions come in without a fast workflow, leads can stall and outreach gets delayed. This automation catches submissions, filters for quality, creates monday.com intake items, finds collateral in Drive, and sends prospect and owner emailsβso your team responds quickly.
Facebook Lead Adsor swap with your favorite app
2.Filters for qualifying leads
Integrate Filter by Zapier and campaign filters to continue only for qualifying leads and skip test or internal submissions.
Filter by Zapieror swap with your favorite app
3.Creates intake board item
Integrate monday.com and CRM boards to create a new intake item and map name, email, phone, and campaign fields.
monday.comor swap with your favorite app
4.Finds collateral attachment
Integrate Google Drive and file search to locate the first matching collateral file using campaign or asset keywords.
Google Driveor swap with your favorite app
5.Sends collateral and notifications
Integrate Microsoft Outlook and email routing to send the collateral to the prospect and notify owners with item details.
Microsoft Outlookor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
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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.
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
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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.
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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