1.Detect new form submissions
Receives each inbound lead payload from a new form submission and maps key fields into the workflow.
Add social ad leads to CRM and notify advisors
Automatically detect new form submissions across Facebook Lead Ads and map lead details into your marketing stack. Create and update contacts, route leads, notify advisors, and log every assignment so you can respond without manual lead processing.
How this automation routes new social leads to the right advisor
When new social ad leads submit a form, delays can cause missed follow-ups and slower responses. This automation captures lead details, formats fields, routes leads to the correct advisor and notifies stakeholders and updates your tracking workbookβso your team can act quickly.
Facebook Lead Adsor swap with your favorite app
2.Extract campaign and split names
Extracts campaign tags and travel type from campaign name, and splits full name into first and last name.
Formatter by Zapieror swap with your favorite app
3.Find or create contact
Searches by email, updates phone and custom fields when a match exists, or creates a new contact and applies tags.
ActiveCampaignor swap with your favorite app
4.Route lead to an advisor
Applies routing rules to assign an advisor when no active match exists or based on the configured routing criteria.
Zapier Lead Routeror swap with your favorite app
5.Notify team and log the lead
Sends internal notification email to marketing and the assigned advisor, and adds a tracking row to the workbook.
Microsoft Outlookor swap with your favorite app
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Add ad form contacts to nurture list instantly
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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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