1.Capture new lead submission
Integrate Facebook Lead Ads, lead capture tools, and CRM inputs to capture new lead submissions and route lead data for processing.
Create structured lead rows from social lead forms
Automatically monitor Facebook Lead Ads new lead submissions across lead gen systems. Send internal follow-up emails when leads arrive or follow-up dates generate or inquiry details postβso you can create lead rows, schedule ops reminders, and keep sales ops in the loop without manual reporting.
How this automation converts new leads into structured records
When new social leads arrive but data stays unstructured, response delays can impact conversion. This automation formats lead timestamps, creates primary and secondary lead rows, and emails sales opsβso your team can follow up faster with complete records.
Facebook Lead Adsor swap with your favorite app
2.Formats lead created time
Integrate Formatter by Zapier, data formatting tools, and timestamp helpers to format the submission created time for a human-readable lead time.
Formatter by Zapieror swap with your favorite app
3.Calculates business follow-up date
Integrate Formatter by Zapier, date tools, and reminder scheduling logic to compute a follow-up date by adding business days.
4.Adds row to primary leads
Integrate Google Sheets, spreadsheet mapping tools, and contact fields to add a structured row to primary leads with inquiry and timestamps.
Google Sheetsor swap with your favorite app
5.Adds row to secondary tracking
Integrate Google Sheets, ops scheduling tools, and spreadsheet tracking to add a tracking row with key contacts and follow-up date.
6.Sends internal lead notification
Integrate Gmail, email templates, and sales ops inbox routing to send internal follow-up details to configured ops and account recipients.
Gmailor swap with your favorite app
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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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