1.Captures new lead submission
Integrate Facebook Lead Ads and form parsing to extract full name, contact details, UTM fields, and underwriting answers to standardize submission data.
Create qualified sales leads from ad form responses
Automatically capture new form submissions across Facebook Lead Ads and standardize them with UTM and underwriting context in Salesforce. Automatically create and update lead records when submissions arrive, contact matches, or underwriting answers are capturedβso you can qualify prospects, avoid duplicates, and route sales without manual data entry.
How this automation qualifies your sales leads
When new lead form submissions come in, duplicates and missing context can delay follow-up. This automation captures ad form payloads, finds or creates Salesforce leads, and maps UTM and underwriting answersβso your team can act on qualified leads faster.
Facebook Lead Adsor swap with your favorite app
2.Searches for existing record
Integrate Salesforce and CRM lookup tools to find a matching lead or contact by email with phone fallback to prevent duplicates.
Salesforceor swap with your favorite app
3.Creates lead when no match
Integrate Salesforce and field mapping to create a lead, set intake stage and source, and store UTM and underwriting responses to qualify the lead.
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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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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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