1.Catches new lead submissions
Integrate Facebook Lead Ads, paid lead forms, and lead intake tools to detect new lead submissions to start the workflow.
Create study prospect and notify recruiting team instantly
Automatically capture new study leads across Facebook Lead Ads and trigger instant outreach from Microsoft Outlook, SimpleTexting, and Microsoft Excel. Create and update recruitment prospects by sending internal notifications, confirming by email, texting when a phone is presentβso you can screen without manual follow-up.
How this automation creates study prospects fast
When new study leads arrive but routing and outreach lag, recruiters lose timing and screening misses happen. This automation sends internal notifications, confirms leads, and creates prospect records and tracking logsβso your team can move quickly.
Facebook Lead Adsor swap with your favorite app
2.Sends internal notification email
Integrate Microsoft Outlook, email templates, and contact mapping tools to send internal notification emails to notify recruiting staff.
Microsoft Outlookor swap with your favorite app
3.Sends confirmation email to lead
Integrate Microsoft Outlook, email templates, and contact fields to send confirmation emails to confirm the lead signup.
4.Sends SMS to lead
Integrate SimpleTexting, messaging templates, and phone validation to send SMS to follow up when a phone is present.
SimpleTextingor swap with your favorite app
5.Adds row to workbook
Integrate Microsoft Excel, spreadsheet tracking, and reporting columns to add rows to log each incoming lead.
Microsoft Excelor swap with your favorite app
6.Posts prospect data to recruitment system
Integrate Webhooks by Zapier, JSON payloads, and recruitment endpoints to POST prospect data to create intake records.
Webhooks by Zapieror swap with your favorite app
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Explore all lead generation automations
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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Rishi Shah, CEO and Co-Founder
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