1.Detect new lead captured
Integrate Facebook Lead Ads and lead intake tools to detect new leads and trigger lead capture to centralize lead intake.
Create new lead record and notify assigned agent immediately
Automatically capture new lead submissions across Facebook Lead Ads and your lead routing and CRM apps. Create and update enquiry records, send info packs, and notify assigned agentsβso you can qualify leads, log enquiries, and follow up without manual routing.
How this automation accelerates your lead follow-up
When new leads arrive, delays can stall response time and reduce conversions. This automation captures lead submissions and looks up routing details, creates CRM enquiry records, sends info packs, and alerts assigned agentsβso your team can respond fast.
Facebook Lead Adsor swap with your favorite app
2.Retrieve round robin index
Integrate Storage by Zapier and workflow utilities to retrieve the current agent index and route sequentially to agent selection.
Storage by Zapieror swap with your favorite app
3.Lookup agent details
Integrate Google Sheets and reporting tools to lookup agent rows and map agent contact fields for assignment.
Google Sheetsor swap with your favorite app
4.Create enquiry record in CRM
Integrate VaultRE and CRM tools to create enquiry records and set ownership to assigned agent email.
VaultREor swap with your favorite app
5.Send info pack to lead
Integrate Gmail and template tools to send info packs with reply to the assigned agent for lead communication.
Gmailor swap with your favorite app
6.Notify agent via SMS
Integrate TNZ and messaging tools to send an SMS alert so the agent can process the new enquiry.
TNZor 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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