1.Captures new lead submissions
Integrate Facebook Lead Ads and lead form data to extract source metadata and contact fields for downstream processing.
Create qualified opportunity from paid social lead submissions
Automatically capture new lead form submissions across Facebook Lead Ads and qualify and create Salesforce pipeline records. Create and update enrollment-ready opportunities when new leads arrive, so you can build account matches, set attribution fields, and launch outreach without manual data entry.
How this automation creates enrollment-ready pipeline
When paid social lead submissions roll in, delays can strand enrollment intent and slow follow-up. This automation captures lead details, finds or creates Salesforce accounts, and creates attributed Salesforce opportunitiesβso your team can act on pipeline immediately.
Facebook Lead Adsor swap with your favorite app
2.Finds matching account records
Integrate Salesforce and CRM matching tools to find an Account by email or phone and continue only for qualifying matches.
Salesforceor swap with your favorite app
3.Creates accounts when no match
Integrate Salesforce and data mapping fields to create an Account when no existing match is found.
4.Creates attributed opportunity
Integrate Salesforce and pipeline stages to create an Opportunity linked to the Account and set attribution fields.
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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.
See how teams are automating with Zapier (and loving it!)
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
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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