1.Captures lead form submissions
Integrate Facebook Lead Ads and form fields to map submission data into CRM-ready lead details.
Create presale leads from social signups to CRM
Automatically monitor new lead form submissions across Facebook Lead Ads and route presale records through Salesforce. Create and update presale CRM leads when submissions arrive, contact matches fail, or campaign adds completeβso you can prioritize outreach, assign owners, and tag sources without manual list building.
How this automation routes presale leads into CRM
When new social signups come in, delays can slow follow-up and leave presale demand unclaimed. This automation captures Facebook Lead Ads submissions, looks up or creates Salesforce records, routes ownership, and adds contacts to the presale campaignβso your team can reach prospects quickly.
Facebook Lead Adsor swap with your favorite app
2.Finds contact by email
Integrate Salesforce and CRM lookups to search for an existing Contact and return the Contact id.
Salesforceor swap with your favorite app
3.Finds lead by email
Integrate Salesforce and CRM lookups to search for an existing Lead when no Contact is found.
4.Routes lead to assigned owner
Integrate Zapier Lead Router and routing rules to assign an owner id and format lead fields for downstream steps.
Zapier Lead Routeror swap with your favorite app
5.Creates lead or adds to campaign
Integrate Salesforce and campaign management to create leads when needed and add records to the presale campaign.
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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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
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