1.Maps fields from new lead
Integrate Facebook Lead Ads and lead capture forms to map submission values to contact fields.
When new leads arrive, delays in mapping and tracking can slow dispatch and follow-up. This automation maps lead fields, looks up and filters records, creates service customers, and updates your tablesβso your team can schedule quickly.
Integrate Facebook Lead Ads and lead capture forms to map submission values to contact fields.
Integrate Zapier Tables and contact databases to search by email and set Social Lead and processed status.
Integrate Filter by Zapier and validation checks to proceed only when no record exists and a phone is present.
Integrate Housecall Pro and customer onboarding tools to create a customer and enable notifications by default.
Integrate Zapier Tables and reporting systems to mark the record processed and add a creation timestamp.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.