1.Monitor new lead form submissions
Integrate Facebook Lead Ads, lead form data, and campaign context to capture submission fields and start lead routing.
Create CRM deal from lead and assign owner
Automatically track new lead submissions across Facebook Lead Ads and lead distribution in Google Sheets. Create and update CRM deals with assigned owners when leads arrive, owner lookup matches, or campaign context is detectedβso you can create deals, assign owners, and update tracking without manual reporting.
How this automation creates CRM deals and assigns owners
When Facebook Lead Ads lead form submissions come in, delays can leave leads unassigned and deals out of sync. This automation looks up owners and creates tracking rows, then finds or creates people and creates deals in Pipedriveβso your team can follow up immediately.
Facebook Lead Adsor swap with your favorite app
2.Lookup owner assignment row
Integrate Google Sheets, distribution worksheets, and mapping rules to determine owner assignment logic for the incoming lead.
Google Sheetsor swap with your favorite app
3.Create tracking spreadsheet row
Integrate Google Sheets, reporting sheets, and field mapping to add a new tracking row with contact and owner details.
4.Lookup table for platform codes
Integrate Formatter by Zapier, data mapping, and lookup tables to convert platform labels into internal platform codes.
Formatter by Zapieror swap with your favorite app
5.Find or create person and deal
Integrate Pipedrive, CRM records, and deal creation to find or create the person and create a deal with the assigned owner.
Pipedriveor 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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