1.Captures new lead form submission
Triggers on each new lead form submission to start qualification and routing.
Create qualified case lead and notify intake team
Automatically format and capture new lead form submissions across Facebook Lead Ads and Google Sheets. Create and update case records by sending intake emails and posting lead details to your intake CRM when incident types qualify, so you can standardize contacts, log raw payloads, and open cases without manual data entry.
How this automation creates qualified case leads
When new lead form submissions arrive, delays can stall intake and reduce qualified cases. This automation formats details, logs them in a worksheet, and emails intake and creates or updates case recordsβso your team can act on real signals fast.
Facebook Lead Adsor swap with your favorite app
2.Formats contact fields
Standardizes phone into E.164 output and converts the lead timestamp for consistent records.
Formatter by Zapieror swap with your favorite app
3.Creates spreadsheet row
Stores mapped campaign metadata, combined contact fields, formatted date, and a raw payload backup.
Google Sheetsor swap with your favorite app
4.Checks severity rules
Continues only for qualifying incident classification results that match configured severity rules.
Filter by Zapieror swap with your favorite app
5.Emails intake coordinators
Sends an intake email with contact details and a short incident summary, using reply-to set to the lead email.
Gmailor swap with your favorite app
6.Creates or updates CRM case
Posts core contact fields and a concise incident summary to your intake CRM endpoint.
Webhooks by Zapieror swap with your favorite app
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Accelerate sales-ready lead flow with automated scoring updates, qualification routing, and rep notifications
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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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