1.Catches each incoming lead
Integrate Facebook Lead Ads to catch each incoming lead and start routing lead payloads for follow-up.
Add new ad leads to a shared call sheet
Automatically capture new lead submissions across Facebook Lead Ads and route eligible records to Google Sheets. Create and update when phone-present leads arriveβso you can qualify contacts, standardize dialing numbers, and create time-stamped rows without manual spreadsheet updates.
How this automation creates faster follow-up
When new lead submissions happen, callers lose time if follow-up details land in inboxes or forms. This automation catches lead submissions, filters and formats records, and creates time-stamped rows in Google Sheetsβso your team can follow up promptly.
Facebook Lead Adsor swap with your favorite app
2.Skips incomplete submissions
Integrate Filter by Zapier to check required contact fields and skip incomplete lead submissions.
Filter by Zapieror swap with your favorite app
3.Standardizes the phone number
Integrate Formatter by Zapier to map the source phone to a formatted dialing phone field.
Formatter by Zapieror swap with your favorite app
4.Creates a call spreadsheet row
Integrate Google Sheets to create a new row with name, phone, notes, timeframe, timestamp, and source.
Google Sheetsor swap with your favorite app
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Add accepted form leads and notify assigned broker
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Add ad form contacts to CRM intake queue
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Add ad form contacts to nurture list instantly
Your ad form signups come with mixed consent and inconsistent tags, leaving campaign managers unsure which contacts to email. Add consenting contacts to your nurture list and tag their consent path so outreach starts same day.
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Add ad form enrollments to lead intake list
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Explore all lead routing automations
Accelerate lead response with automated assignment rules, owner alerts, and CRM updates
Set up in minutes
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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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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