1.Captures new lead form submission
Integrate Facebook Lead Ads and lead capture tools to detect new lead submissions and start the invite flow.
Send consult invite SMS and email to leads
Automatically monitor Facebook Lead Ads form submissions across lead capture and outreach tools. Send immediate SMS and outbound email with a booking link when new leads submit or when bookings are missing after 48 hours—so you can protect follow-up, confirm booking intent, and reduce manual outreach without manual follow-up.
How this automation schedules faster booking follow-ups
When new leads submit the form, delays can cause missed booking intent and wasted outreach. This automation sends an SMS and email with a booking link, waits 48 hours, checks booking status, and sends reminder messages—so your team can drive bookings reliably.
Facebook Lead Adsor swap with your favorite app
2.Sends SMS with booking link
Integrate ClickSend SMS and messaging tools to send an SMS invite with the booking link and lead greeting.
ClickSend SMSor swap with your favorite app
3.Sends email with booking link
Integrate Microsoft Outlook and email inbox tools to send an outbound booking email with reply-to instructions.
Microsoft Outlookor swap with your favorite app
4.Pauses for 48 hours
Integrate Delay by Zapier and scheduling tools to wait 48 hours before the booking check and reminder sequence.
Delay by Zapieror swap with your favorite app
5.Finds invitee booking by email
Integrate Calendly and scheduling tools to find whether a booking exists for the lead email.
Calendlyor swap with your favorite app
6.Continues only when no booking
Integrate Filter by Zapier and workflow rules to continue only for leads with no booking found.
Filter by Zapieror swap with your favorite app
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Move leads through the funnel with automated nurture sequences, behavior tagging, and CRM updates
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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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