1.Detect new lead
Integrate Facebook Lead Ads and lead capture forms to detect new lead submissions for study follow-up
Send lead alerts and outreach to new study volunteers
Automatically detect new lead submissions across Facebook Lead Ads and Microsoft Outlook. Create and update when volunteer details arrive and posts to your recruitment intakeβso you can notify recruiters, send acknowledgements, and log study prospects without manual follow-up.
How this automation accelerates study follow-up your leads
When new leads land but volunteer details are scattered, follow-up can slip and capacity gets wasted. This automation notifies recruiters, sends acknowledgements, and logs volunteer details so your team can act the same day.
Facebook Lead Adsor swap with your favorite app
2.Send internal recruiter alert
Integrate Microsoft Outlook and email inboxes to send internal alert to your recruiting inbox with lead context
Microsoft Outlookor swap with your favorite app
3.Send volunteer acknowledgement
Integrate Microsoft Outlook and personalization fields to send volunteer acknowledgement email with recruiter follow-up notes
4.Send volunteer SMS
Integrate SimpleTexting and phone number validation to send SMS to volunteers with a mapped contact prompt
SimpleTextingor swap with your favorite app
5.Add row to worksheet
Integrate Microsoft Excel and reporting spreadsheets to add a row with contact and screening fields for tracking
Microsoft Excelor swap with your favorite app
6.Post to recruitment API
Integrate Webhooks by Zapier and recruitment systems to post a JSON payload so the prospect is recorded in the study system
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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