1.Catches new lead submissions
Integrate Facebook Lead Ads, lead routing tags, and consent fields to catch new lead submissions and pass source data into the workflow.
Create contact and alert team from social leads
Automatically catch new lead submissions from Facebook Lead Ads across lead routing and CRM. Create and update consented contact records, send team notifications, and tag leads with campaign routing so you can route faster without manual follow-up.
How this automation routes new social leads fast
When social leads arrive without instant routing, response times slip and consent details get missed. This automation catches new lead submissions, parses routing tags, notifies your team by email, and creates or updates consented contactsβso your team can act right away.
Facebook Lead Adsor swap with your favorite app
2.Creates routing tag from campaign metadata
Integrate Formatter by Zapier and text transformation tools to split campaign metadata and to output a routing tag for contact tagging.
Formatter by Zapieror swap with your favorite app
3.Sends team notification email
Integrate Gmail and email templates to send a notification and map lead fields, routing tag, and arrival time into the message.
Gmailor swap with your favorite app
4.Adds or updates contact with routing tags
Integrate HighLevel and CRM contact fields to add or update contacts, apply tags, and set email and SMS opt-in from form consent.
Levor 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
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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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