1.Monitor new lead submissions
Integrate Facebook Lead Ads and lead form data to detect incoming submissions and trigger prospect mapping.
Create prospect records from ad leads for classes
Automatically monitor new lead submissions across Facebook Lead Ads. Create and update prospect records when lead submissions complete, contacts provided, or new lead payloads arriveβso you can build prospect records, normalize contact info, and speed admissions follow up without manual follow-up.
How this automation creates prospect records for classes
When new class leads arrive from paid social forms, unstructured inbox data slows follow up and scheduling. This automation normalizes contact fields and creates clean prospect records in Caspioβso your team can act on intent immediately.
Facebook Lead Adsor swap with your favorite app
2.Normalize contact fields
Integrate Formatter by Zapier and data cleaning tools to normalize phone and email values and trim name fields.
Formatter by Zapieror swap with your favorite app
3.Create prospect record
Integrate Caspio and CRM record storage to create a prospect table entry with program details for follow up.
Caspioor 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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