1.Receives new lead form submission
Integrate Facebook Lead Ads (for Business admins) and lead capture tools to extract core submission fields and timestamps.
Assign incoming ad leads to next agent
Automatically capture new ad form submissions across Facebook Lead Ads and lead worksheets in Google Sheets. Create and update agent assignments and notify agents when new lead submits, lookup finds the next agent, or formatted timestamps are readyβso you can assign leads, record details, and email confirmations without manual lead tracking.
How this automation routes your new ad leads
When a new lead form submission comes in, delays can stall outreach and slow response times. This automation captures submission data, looks up the next agent, creates a lead row, and emails the assigned agentβso your team can follow up immediately.
Facebook Lead Ads (for Business admins)or swap with your favorite app
2.Formats the submission timestamp
Integrate Formatter by Zapier and date-time tools to convert the submission timestamp to local display format.
Formatter by Zapieror swap with your favorite app
3.Looks up the next agent
Integrate Google Sheets and roster worksheets to find the next agent by configured position and return agent contact fields.
Google Sheetsor swap with your favorite app
4.Creates a lead worksheet row
Integrate Google Sheets and lead worksheet tools to map submission fields into your lead columns.
5.Emails the assigned agent
Integrate Email by Zapier and message templates to send the lead summary and verification prompt to the agent.
Email by Zapieror swap with your favorite app
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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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