1.Capture new lead submission
Integrate Facebook Lead Ads and lead form data to process incoming submissions and map contact and source fields to create lead input.
Create sponsored lead records and assign regional manager
Automatically capture new lead submissions across Facebook Lead Ads and map submission fields across your lead stack. Create and update lead records and assign regional owners when sponsored leads qualifyβso you can route follow-up work, standardize contacts, and tag campaign sources without manual lead entry.
How this automation accelerates lead follow-up
When new lead submissions land, sponsors and reps can miss fast follow-up. This automation captures lead payloads, formats matching fields, looks up managers, filters qualifiers, and creates or updates lead records and tasksβso your team can act immediately.
Facebook Lead Adsor swap with your favorite app
2.Map submission fields
Integrate Facebook Lead Ads and contact mapping tools to map full name, email, phone, and campaign source into lead fields to build CRM-ready data.
3.Normalize due date and phone
Integrate Formatter by Zapier and data formatting tools to normalize timestamps into due dates and standardize phone numbers to match records.
Formatter by Zapieror swap with your favorite app
4.Lookup regional manager record
Integrate Salesforce and CRM lookup tools to find the configured manager record to determine the correct assignment owner.
Salesforceor swap with your favorite app
5.Filter sponsored lead qualifiers
Integrate Filter by Zapier and rule logic tools to stop excluded origins or existing sponsor flags and continue only qualifying sponsored leads.
Filter by Zapieror swap with your favorite app
6.Create or update lead and task
Integrate Salesforce and task tools to search by normalized phone, update or create leads, and create linked tasks with the manager as owner.
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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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