1.New lead triggers automation
Integrate Facebook Lead Ads and form fields to map incoming lead metadata to your internal source codes and campaign labels.
Create CRM deals from paid ad leads with owner routing
Automatically monitor new lead submissions from Facebook Lead Ads leads across Formatter by Zapier, Google Sheets, and Pipedrive. Create and update CRM deals and tracking rows when source mapping completes, owner lookup returns, or person records are createdβso you can create contacts, assign owners, and log handoff rows without manual lead tracking.
How this automation creates routed CRM deals
When new lead submissions happen in Facebook Lead Ads, leads can stall without the right owner and records. This automation formats source data and looks up ownership and creates CRM deals and sheet handoff rowsβso your team can route leads faster.
Facebook Lead Adsor swap with your favorite app
2.Maps platform and campaign fields
Integrate Formatter by Zapier, data mapping tools, and reporting systems to output mapped source values for each new lead.
Formatter by Zapieror swap with your favorite app
3.Looks up the next owner
Integrate Google Sheets, spreadsheet lookups, and owner assignment tables to return an owner identifier for routing.
Google Sheetsor swap with your favorite app
4.Creates a lead row for handoff
Integrate Google Sheets, contact columns, and source tracking to add a lead row with timestamp, fields, and owner id.
5.Finds or creates the person
Integrate Pipedrive and CRM identity tools to search by email and create a person when no match exists.
Pipedriveor swap with your favorite app
6.Creates the routed deal
Integrate Pipedrive and CRM deal setup tools to create a deal, set stage, assign owner, and store campaign metadata.
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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