1.Detects new lead submissions
Integrate Facebook Lead Ads and lead routing tools to catch new lead submissions for CRM and sheet logging
Add validated lead submissions to CRM and sheet
Automatically capture new lead submissions across Facebook Lead Ads and route them using Twilio and Google Sheets. Enrich phone intelligence, format lead fields, and create or update CRM contacts and sheet rowsβso you can respond to leads without manual data entry.
How this automation accelerates lead routing
When new leads arrive with unstandardized phone details, handoffs stall and routing decisions get delayed. This automation looks up phone type, formats fields, creates sheet rows, and creates or updates CRM contacts and campaign membershipβso your team can act fast.
Facebook Lead Adsor swap with your favorite app
2.Looks up phone number details
Integrate Twilio and phone enrichment tools to look up phone type and carrier for routing
Twilioor swap with your favorite app
3.Formats lead fields for consistency
Integrate Formatter by Zapier and data transformation tools to format timestamps and standardize phone values
Formatter by Zapieror swap with your favorite app
4.Creates row in master sheet
Integrate Google Sheets and reporting tools to create a row with mapped lead fields and priority
Google Sheetsor swap with your favorite app
5.Adds or updates CRM contacts
Integrate LeadConnector and CRM workflow tools to add or update contact records and campaign membership
LeadConnectoror swap with your favorite app
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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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