1.Receives new lead
Integrate Facebook Lead Ads, lead forms, and contact field mapping to receive the lead payload and start the workflow.
Send welcome email and SMS to research leads
Automatically catch new lead submissions across Facebook Lead Ads and marketing messaging tools. Send both email and SMS when new lead submitted, lead payload received, or qualifying leads arrive—so you can send transactional email, send SMS, and format phones without manual outreach.
How this automation sends welcome messages at the right moment
When new leads submit without instant follow-up, candidate interest can drop and coordinators spend time replying manually. This automation formats phone numbers, sends transactional email, and sends SMS—so your team can respond quickly to every qualifying lead.
Facebook Lead Adsor swap with your favorite app
2.Formats phone number to E.164
Integrate Formatter by Zapier and phone formatting tools to normalize the phone number before sending SMS.
Formatter by Zapieror swap with your favorite app
3.Sends transactional welcome email
Integrate Mailchimp Transactional and email templating tools to send a transactional welcome email to each lead.
Mailchimp Transactionalor swap with your favorite app
4.Sends welcome SMS message
Integrate Textmagic and SMS delivery tools to send a short welcome message to the formatted phone number.
Textmagicor 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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