1.Catches new lead form submissions
Integrate Facebook Lead Ads and lead intake fields to catch each form submission and extract key lead details.
Add new intake lead to tracker and notify owners
Automatically watch new social lead form submissions across Facebook Lead Ads, Google Sheets, ClickSend SMS, WhatsApp Notifications, and Delay by Zapier. Create and update when form submission received, lead phone provided, or new lead detectedβso you can create sheet rows, send confirmation SMS, and notify assigned owners without manual follow-up.
How this automation accelerates lead assignment
When new social lead form submissions happen, leads can sit unassigned and slow down follow-up. This automation catches each submission, creates sheet rows and sends SMS and WhatsApp alertsβso your team can route instantly and remind on time.
Facebook Lead Adsor swap with your favorite app
2.Creates spreadsheet row from fields
Integrate Google Sheets and mapping tools to create a row that stores name, phone, received time, and lead source.
Google Sheetsor swap with your favorite app
3.Sends confirmation SMS to lead
Integrate ClickSend SMS and message templates to send a short intake SMS and a delivery confirmation to the lead.
ClickSend SMSor swap with your favorite app
4.Notifies assigned owner by WhatsApp
Integrate WhatsApp Notifications and notification templates to send the owner a lead summary and the sheet row link.
WhatsApp Notificationsor swap with your favorite app
5.Delays before internal reminder
Integrate Delay by Zapier and timing controls to pause the workflow for five minutes before the internal alert.
Delay by Zapieror swap with your favorite app
6.Sends internal SMS reminder
Integrate ClickSend SMS and alert templates to send an internal reminder with the sheet row link after the delay.
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Accelerate lead response with automated assignment rules, owner alerts, 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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