1.Detect new lead received
Integrate Facebook Lead Ads and lead tracking to detect new lead received and trigger the routing workflow.
Assign new ad leads to rep and email prospect
Automatically monitor new lead received across Facebook Lead Ads and HubSpot. Create and update outreach when leads are capturedβso you can quickly create or update contacts, assign owners, and send follow up emails without manual routing.
How this automation speeds up lead response
When new leads arrive without a clear owner, delays can cost conversions and revenue. This automation finds or creates contacts, updates ownership, and triggers rep outreach and audience enrollmentβso your team can respond faster.
Facebook Lead Adsor swap with your favorite app
2.Find or create contact
Integrate HubSpot and CRM tools to find or create the contact using the email from the ad lead.
HubSpotor swap with your favorite app
3.Assign owner when missing
Integrate HubSpot and contact management tools to update the contact owner when the owner is missing.
4.Send follow up email
Integrate Microsoft Outlook and email templates to send a follow up email from the rep mailbox.
Microsoft Outlookor swap with your favorite app
5.Add or update subscriber
Integrate Mailchimp and audience tagging to add or update the subscriber and apply ad channel tags.
Mailchimpor swap with your favorite app
6.Create lead record
Integrate Zapier Tables and reporting tools to create a lead record for outreach status and timestamps.
Zapier Tablesor 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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