1.Captures new lead submissions
Integrate Facebook Lead Ads and lead intake tools to trigger cohort onboarding for ad-submitted leads.
Add ad leads to onboarding email cohort for courses
Automatically capture new lead submissions across Facebook Lead Ads and Kit. Create and update when leads submit, required fields are present, or course opt in is detected—so you can enroll subscribers in the onboarding form, tag the correct cohort, and start nurturing without manual onboarding.
How this automation accelerates your onboarding cohorts
When new leads are submitted, qualifying contacts can miss onboarding timing and segmentation. This automation filters records, adds subscribers to forms, and tags the correct cohort—so your team starts nurturing faster.
Facebook Lead Adsor swap with your favorite app
2.Filters qualifying leads
Integrate Filter by Zapier and form validation tools to continue only for leads with email and required fields.
Filter by Zapieror swap with your favorite app
3.Adds subscriber to onboarding form
Integrate Kit and onboarding form tools to add the subscriber and map ad fields into your onboarding form.
Kitor swap with your favorite app
4.Adds cohort tag to subscriber
Integrate Kit and audience segmentation tools to add the cohort tag so subscribers land in the right onboarding cohort.
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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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