1.Captures new lead form submission
Integrate Facebook Lead Ads and social lead forms to extract submission values and match lead fields for the new lead record.
Create lead and send instant mobile alert for new form
Automatically monitor Facebook Lead Ads form submissions across Facebook Lead Ads and Perfex CRM. Create and update lead records when form submission received, submission id captured, or lead fields extractedβso you can increment routing counters, assign owners, and send instant mobile WhatsApp alerts without manual routing.
How this automation speeds up lead routing
When new lead form submissions arrive, leads can sit unassigned and reps miss peak response windows. This automation catches submissions, increments and buckets routing, creates CRM leads, and sends instant WhatsApp alertsβso your team can act fast.
Facebook Lead Adsor swap with your favorite app
2.Increments the routing counter value
Integrate Storage by Zapier and dedupe logic to increment a configured counter key using the submission ID to prevent double-counting.
Storage by Zapieror swap with your favorite app
3.Calculates the modulo bucket index
Integrate Formatter by Zapier and routing formulas to apply a Mod calculation that produces a bucket index for assignment.
Formatter by Zapieror swap with your favorite app
4.Creates a new CRM lead record
Integrate Perfex CRM and lead mapping to create a lead record, set lead source, and assign owner using the bucket index.
Perfex CRMor swap with your favorite app
5.Sends the WhatsApp message template
Integrate WhatsApp Notifications and messaging templates to send an instant alert to the mapped phone with a lead reference.
WhatsApp Notificationsor 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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