1.Extract new form submission lead
Integrate Facebook Lead Ads and lead intake forms to extract submitted contact fields and answer data for follow-up.
Send welcome email and log 21-day trial lead
Automatically capture new Facebook Lead Ads form submissions across your lead gen stack. Send welcome emails and log trial signup details to your worksheet and notify the teamβso you can onboard leads without manual follow-up.
How this automation speeds up trial lead onboarding
When trial signup details arrive from forms but stay scattered, leads wait and reporting gets delayed. This automation extracts new leads, normalizes fields, creates a worksheet row, and emails the prospect and internal recipientsβso your team can respond fast.
Facebook Lead Adsor swap with your favorite app
2.Normalize contact fields
Integrate Formatter by Zapier and contact normalization tools to parse names, format phone, and map source fields for consistency.
Formatter by Zapieror swap with your favorite app
3.Create spreadsheet row
Integrate Google Sheets and reporting systems to log created dates, contact details, and trial notes in your worksheet.
Google Sheetsor swap with your favorite app
4.Send welcome email to lead
Integrate Microsoft Outlook and email delivery tools to send a personalized welcome message to the mapped email.
Microsoft Outlookor swap with your favorite app
5.Send email to internal recipients
Integrate Microsoft Outlook and notification tools to alert internal recipients with summarized lead details and worksheet link.
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Add abandoned checkout leads to your campaign instantly
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Accelerate pipeline growth with automated lead capture, lead routing, and follow-up outreach
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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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