1.Captures lead form submission
Integrate Facebook Lead Ads to detect new lead form submissions and trigger lead intake workflows.
Create schedulable customer record from social lead fast
Automatically capture new lead form submissions across Facebook Lead Ads and lead management tools. Create and update customer and contact records and log leads in a central worksheetβso you can avoid manual spreadsheet entry.
How this automation creates schedulable lead records
When new lead form submissions arrive, unstructured intake can stall follow-up and create data gaps. This automation filters qualifying leads, formats names, and creates customer and contact records, then logs each lead to a central sheetβso your team can act fast.
Facebook Lead Adsor swap with your favorite app
2.Filters qualifying submissions
Integrate Filter by Zapier and validation rules to continue only for submissions with required fields.
Filter by Zapieror swap with your favorite app
3.Splits full name into parts
Integrate Formatter by Zapier and data mapping tools to split full name into first and last names.
Formatter by Zapieror swap with your favorite app
4.Creates customer record
Integrate Housecall Pro and address tools to create a schedulable customer record with mapped fields.
Housecall Proor swap with your favorite app
5.Creates messaging contact
Integrate Hatch and contact tools to create a messaging contact with notes and source details.
Hatchor swap with your favorite app
6.Logs lead to central sheet
Integrate Google Sheets and spreadsheet reporting to add a row with lead details and received timestamp.
Google Sheetsor swap with your favorite app
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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