1.Monitor new lead submissions
Integrate Facebook Lead Ads and lead capture tools to trigger lead qualification when a new submission comes in.
When new social lead submissions arrive, unqualified contacts can clog the pipeline and slow follow-up. This automation checks project matches, filters residential eligibility, and calls a subflow to create and assign CRM leadsβso your team can focus on real buyers.
Integrate Facebook Lead Ads and lead capture tools to trigger lead qualification when a new submission comes in.
Integrate Salesforce and CRM search tools to find the project match by query and decide routing.
Integrate Zapier filters and project qualification logic to continue only when the division is residential eligible.
Integrate Sub-Zap by Zapier and CRM lead creation to map contact data and assign the lead in your pipeline.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.