1.Captures new lead form submission
Integrate Facebook Lead Ads and lead form inputs to capture new lead form submissions for routing.
Create CRM lead and send info pack to agent
Automatically capture new lead form submissions across Facebook Lead Ads and route through Google Sheets, Formatter by Zapier, Zapier Tables, VaultRE, and TNZ and Gmail. Create and update when lead records are created and CRM enquiries are assignedβso you can store lead records, deliver info packs, and notify agents without manual routing.
How this automation accelerates lead routing
When a new lead form submission lands, unassigned leads cause delays and lost follow-up. This automation formats contact details, creates canonical lead records and assigns CRM enquiries, and sends info pack messagesβso your team can respond fast.
Facebook Lead Adsor swap with your favorite app
2.Looks up next agent details
Integrate Google Sheets and agent roster sheets to look up agent name, phone, and reply address for assignment.
Google Sheetsor swap with your favorite app
3.Normalizes contact fields
Integrate Formatter by Zapier and data cleanup tools to capitalize names and format created time for messaging and records.
Formatter by Zapieror swap with your favorite app
4.Creates canonical lead record
Integrate Zapier Tables and CRM datasets to map fields into a canonical leads table for consistent tracking.
Zapier Tablesor swap with your favorite app
5.Creates assigned CRM enquiry
Integrate VaultRE and CRM enquiry workflows to create an enquiry and assign it to the looked up agent.
VaultREor swap with your favorite app
6.Sends info pack to prospect
Integrate TNZ, and Gmail and messaging tools to send the prospect an info pack email and notify the agent.
Gmailor 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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