1.Captures new lead form submissions
Integrate Facebook Lead Ads to catch form submissions and to pass raw lead fields into the flow.
Create vetted lead records and assign pre-screen tasks
Automatically catch Facebook Lead Ads form submissions across Facebook Lead Ads and Zapier Tables. Create and update when phone exists and fields are formattedβso you can create lead records, normalize contact details, and assign pre-screen cards without manual follow-up.
How this automation accelerates your qualified lead intake
When ad form submissions arrive without standard formatting, outreach is delayed and advisors waste time on manual entry. This automation catches form submissions, filters phone availability, formats fields, then creates a Zapier Tables lead record and a Trello pre-screen cardβso your team can call leads faster.
Facebook Lead Adsor swap with your favorite app
2.Filters to leads with phone
Integrate Filter by Zapier to continue only when a phone value exists, so you can avoid empty outreach tasks.
Filter by Zapieror swap with your favorite app
3.Splits name and standardizes phone
Integrate Formatter by Zapier to split full name parts and standardize phone formatting for consistent lead data.
Formatter by Zapieror swap with your favorite app
4.Creates vetted lead record
Integrate Zapier Tables to create a record with formatted name parts, standardized phone, email, and source metadata.
Zapier Tablesor swap with your favorite app
5.Creates pre-screen task card
Integrate Trello to create a pre-screen card, add contact details, set due date, and assign the configured owner.
Trelloor 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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