1.Detects new lead submissions
Integrate Facebook Lead Ads and lead form tools to start processing new social lead submissions into the workflow.
Create project lead record from social form submissions
Automatically monitor new lead submissions across Facebook Lead Ads and lead form capture tools. Create project records, shorten share links, and notify operators without manual data entry when new leads arrive, lead fields post, or lead submission lands.
How this automation creates lead project records
When new social leads arrive but data stays inconsistent, operators waste time reformatting and rechecking. This automation normalizes lead fields, creates Notion records, and notifies operators and leadsβso your team can act faster.
Facebook Lead Adsor swap with your favorite app
2.Normalizes incoming lead fields
Integrate Formatter by Zapier and data normalization tools to parse names, format phones to E.164, and normalize emails.
Formatter by Zapieror swap with your favorite app
3.Creates a project lead record
Integrate Notion and database tools to create a new record with lead contact data, project tags, and a submission timestamp.
Notionor swap with your favorite app
4.Shortens the new record URL
Integrate URL Shortener by Zapier and link sharing tools to shorten the Notion record URL for sharing and internal use.
URL Shortener by Zapieror swap with your favorite app
5.Sends an internal notification email
Integrate Gmail and email templates to send HTML notifications with key lead fields and the shortened record link.
Gmailor swap with your favorite app
6.Sends a confirmation SMS
Integrate SMSAPI and SMS messaging tools to send a confirmation text with the shortened record link only when a phone is present.
SMSAPIor swap with your favorite app
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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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