1.Detect new lead form submissions
Integrate Facebook Lead Ads, lead capture tools, and ad analytics to capture submitted lead fields and contact info to trigger lead handling.
Create qualified lead, message contact, alert sales team
Automatically capture new lead form submissions across Facebook Lead Ads and Close. Create and update leads with SMS outreach and sales alerts so you can qualify contacts, log source activity, and notify the sales team without manual follow-up.
How this automation accelerates qualified follow-up for leads
When new lead form submissions arrive without fast follow-up, qualified prospects can go cold and sales visibility suffers. This automation captures lead submissions, finds or creates CRM leads, sends an initial SMS, updates marketing contacts, and alerts the sales channelβso your team can respond quickly.
Facebook Lead Adsor swap with your favorite app
2.Find or create a CRM lead
Integrate Close and CRM lead tools to match leads by phone and create a new lead with mapped source fields to centralize lead records.
Closeor swap with your favorite app
3.Add lead qualification note
Integrate Close and CRM activity logging tools to add an internal activity or note recording form source and qualification outcome for visibility.
4.Send initial lead SMS
Integrate Sendblue and messaging tools to send a short initial SMS to the captured phone number to start outreach.
Sendblueor swap with your favorite app
5.Add or update marketing contact
Integrate LeadConnector and nurture list tools to add or update the contact and tag for nurture based on qualification.
LeadConnectoror swap with your favorite app
6.Alert sales in the team channel
Integrate Slack and team messaging tools to post a concise lead alert with name and phone for immediate sales visibility.
Slackor 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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